Microsoft Dynamics CRM (Archived)

Sync CRM contact with Exchange

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Hi Experts,

A general question: I want to share my CRM contact dynamic with Exchange?

How to do this?

Thanks,

Hao Wu

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Hamzeh Zawahreh 3,674 on at

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dear Hao Wu

first read these articles:

https://technet.microsoft.com/en-us/library/dn531109.aspx

and then:

https://technet.microsoft.com/en-us/library/dn832109.aspx

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Hamzeh Zawahreh 3,674 on at

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hi Hao,

Also Refer to this site

blog.orbitone.com/.../CRM-2013-Server-Side-Synchronization1

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purwar purwar 2,836 on at

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If you use Microsoft Dynamics CRM, when you use server-side sync, CRM contacts and activities (including emails, appointments, contacts, and tasks) are synchronized to your specified email system (such as Exchange).

An administrator can configure server-side sync functionality to specify which users have the ability to send emails or appointments from CRM or synchronize activities and contacts between CRM and the user's mailbox. Both the administrator and end users can further customize filter criteria, and administrators can even define which entity fields synchronize.

If you use Microsoft Dynamics CRM Online, when you use the Sync to Outlook feature, the CRM data you are syncing is “exported” to Outlook. A link is maintained between the information in Outlook and the information in CRM Online to ensure that the information remains current between the two. Outlook Sync downloads only the relevant CRM record IDs to use when a user attempts to track and set regarding an Outlook item. The company data is not stored on the device.

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Hi Zawahreh,

I finished the steps in your link. In mailbox, it shows success in "Appointments, Contacts and Task Status" column. Are my CRM contacts in exchange now? Where are they in Exchange? Could I move them to public folder to share the contacts with other user?

Thanks,

Hao

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Hamzeh Zawahreh 3,674 on at

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dear Hao,

In their mailbox. Its a folder with contents

How to Export Mailbox Data

technet.microsoft.com/.../bb266964(EXCHG.80).aspx

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Hamzeh Zawahreh 3,674 on at

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dear hao,

read these articles about crm and sync to exchange:

www.microsoft.com/.../synchronizing-data-with-outlook-or-exchange-faq.aspx

and

www.microsoft.com/.../set-personal-options-that-affect-tracking-and-synchronization-between-crm-and-outlook-or-exchange.aspx

and

this about folder tracking:

www.microsoft.com/.../track-outlook-email-by-moving-it-to-a-tracked-exchange-folder.aspx

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