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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

CRM Outlook: Multiple computers with one user account

(0) ShareShare
ReportReport
Posted on by

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

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    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.

  • Community Member Profile Picture
    on at

    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?

  • Community Member Profile Picture
    on at

    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

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…

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