web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2013 Outlook Plugi...
Microsoft Dynamics CRM (Archived)

CRM 2013 Outlook Plugin : nightmare or real help ?

(0) ShareShare
ReportReport
Posted on by Community Member

Hello everyone,

We use CRM 2013 On Premise. Some users work very often with CRM 2013 Outlook Plugin.
I think it can be useful but sometimes, It's a little bit complicated to explain sync filters / offline filters / sync fields to my users.

For instance, they want to sync contacts adresses with Outlook (adress1 and adress2 in CRM) but I don't find any info about sync fields about adresses.

In Outlook, Contacts tab, there are 3 adresses (Private, business ...) but I don't understand sync rules.

Have you some informations about that ?
Thank your for your time / help.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    You can configure whether or not to synch all three contact addresses:

    Settings > Administration > System Settings > Synchronisation tab

    "Synchronize all three addresses (Business, Home, Other) in Outlook contact"

    Given the description of this setting, it seems clear that Outlook business address goes to CRM Address 1, Home to address 2 and Other to address 3 (yes, there is now an address 3 for Contact records without using "More Addresses").

  • Community Member Profile Picture
    Community Member on at

    Thank you Adam, but I didn't find the "Synchronize all three addresses (Business, Home, Other) in Outlook contact"  option.

    It is on server-side or local conf (Outlook client) ?

    1651.Capture.JPG

  • Community Member Profile Picture
    Community Member on at

    Perhaps a CRM 2015 feature .... :(

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Although I haven't changed any of the sync fields I believe from Outlook select File>CRM>Synchronize and drop down to 'Review Synchronize Settings'. You can then select and modify what is synced.

    Hope this helps

    Mike

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans