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How do I keep Outlook contacts from populating CRM?

I tried deactivating the Contacts filter, but when I select contacts/appointments/tasks on the users mailbox configuration, contacts still get created in CRM. I can't leave that set to not sync, since I need appointments and tasks. Is there a way to do this?

Hi Greg,

The Outlook Sync Filters define what data is pushed from CRM into Outlook. This doesn't work the other way around as well.

This means that contacts, which originate from Outlook, can only be created in CRM if:

1. They are manually tracked from Outlook into CRM (via the CRM Outlook Client/App)

2. An additional way in which a contact get created in CRM is if you have enabled in personal options (in CRM) to create new Contacts from unknown senders, when tracking an e-mail into CRM. - this can be configured from Personal Options - Automatically create records into CRM (see crmbook.powerobjects.com/.../setting-personal-options for print screens.) On top of that, if you configure to track all incoming emails from your mailbox and you are creating automatically records from the senders - this can result into a high number of contacts / emails in CRM that do not relate to the business data.

What you can do in this case:

1. Change the settings for the Email / Contact tracking

2. Change the security roles to prevent users from creating new contacts.

Hope this helps,

Radu

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