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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Way to check which use...
Microsoft Dynamics CRM (Archived)

Way to check which users have CRM for Outlook plugin currently installed?

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Posted on by HodgesW 410

I am merging some contacts and worry about removing the contact from their Outlook in that process.

I don't believe we have many users that have it installed so if I know which ones do, I can take the necessary actions to ensure they get it back into their outlook (I have a "follow" contact sync setup).

So is there a way to see which users out of all of them have it installed?

Thanks!

extra question: Is there a way to merge two contact records and then have the owner of the deactivated contact either Follow or get shared with the Active Contact?

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  • Verified answer
    Eduardo Starks Profile Picture
    Eduardo Starks 80 on at

    Hi Hodges,

    One thing that has worked on my end was to sent out a business practice (how to guide) on how to configure the URL to the Outlook Client.

    We have a separate tool that pushes the software out to the end users workstation, and within that tool, we have a health check that can verify if the user has completed the setup or not.

    To answer your extra question, not that I know of. When you Merge two contacts, you are essentially merging the data, not the follow portion.

    You could run an advanced find based on a common value of all of the active contacts and follow them in bulk.

    I hope that this helps a bit.

  • Verified answer
    HodgesW Profile Picture
    HodgesW 410 on at

    Yeah I don't think there is a way to check the outlook portion. Thanks for the other tip.

    For others who may find this I figured out a way to create a workflow to autofollow the master contact:

    When you merge two contacts, the subordinate contact's (that gets deactivated) "Master Contact" field gets filled in. You can reference this in a workflow. See stackoverflow.com/.../dynamics-crm-2011-run-workflow-process-when-merging-contacts

    For doing the following, use "create record" and choose Follow entity. You can then setup what record it follows and who follows the record there.

    ---------------------------

    I'll keep this question open for a day or two more in case anyone else knows more about the Outlook situation.

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