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Microsoft Dynamics CRM (Archived)

CRM Outlook: Multiple computers with one user account

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Hello everybody,

I have a question regarding CRM integration in Outlook with multiple computers and one user account.

Scenario: Our teamleader has four computers. The local workstation in the office, the local workstation in his home office, a surface for short trips and a notebook for longer business travels. All computers are connected by VPN with the organization and are domain members.

The primary office computer is the sync computer with Outlook. All others not...

When he ticks "Track" in Outlook plugin we have two different behaviours:

- On the sync computer in the tracking pane you are able to see which entities (account, contact, user's mailbox) are affected and the "view in CRM" button turns from "greyed out" to active.

- On all other computers the tracking pane appears but does not show the "linked" entities. But the record is in Dynamics CRM available. The "view in CRM" button is still greyed out.

Is this behaviour correct?

What are exatly the differences between primary and non-primary sync computers?

BR

DrVer

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  • Community Member Profile Picture
    on at
    RE: CRM Outlook: Multiple computers with one user account

    Hello!

    I found a very nice whitepaper:

    https://www.microsoft.com/en-us/download/details.aspx?id=48718

    Tracked items from secondary client are synced in Outlook as well. But only if the primary client is turned on and there is sync delay:

    Br

    DrVer

  • Community Member Profile Picture
    on at
    RE: CRM Outlook: Multiple computers with one user account

    Okay, but is there a way to make it possible to create records from non-primary Outlook clients?

    The official MS statement is:

    Using multiple computers. You can use multiple computers to track items using Dynamics CRM for Outlook. For example, you might use a desktop computer and a laptop. Only one computer can be the synchronizing computer, however. Changes or updates to synchronized records will not show up in CRM if the synchronizing computer is not connected to the CRM server.

    What does this exactly mean? I understand, that the synchronizing computer has to be turned on - in this case the records are created/updates in MS CRM. 

    Is this correct?

  • Suggested answer
    ScottDurow Profile Picture
    21 on at
    RE: CRM Outlook: Multiple computers with one user account

    The additional no synced outlooks are just for browsing crm - with no updating of records via the outlook interface. You can still open records in CRM and update just as you would via the web interface.

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