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Microsoft Dynamics CRM (Archived)

Upgrade - avoid duplicate contacts and activities in Exchange

Posted on by 145

Hello, I see other posts regarding contact duplication after upgrades, but I'm not clear on the latest news on this.

We will upgrade from 2011 to 2016 using the upgrade path, (as opposed to a fresh implementation and migrating data.) Some users currently use Outlook as the "Synchronization Method" for Appointments, Contacts and Tasks. After the upgrade all users will be set to Server Side Sync.

Do D365 (v 8.2) and Server Side Sync recognize previously synchronized records, or are there steps we need to take to avoid duplicate contacts and activities?

Thanks for any input!

Steve

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Upgrade - avoid duplicate contacts and activities in Exchange

    Microsoft Exchange is a powerful tool for businesses to manage contacts and activities, but it can also create duplicate data. In this article, we'll cover how to avoid duplicate contacts and activities in Exchange. Exchange is designed to support complex business processes. One example is when one person needs to manage multiple accounts or projects. It's not uncommon for multiple people to be assigned the same account or project at the same time. One of my friends motivated me to buy Essay Writing Service online so that I could complete all my pending assignments timely to get good grades in the college.

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