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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2011 Outlook CRM C...
Microsoft Dynamics CRM (Archived)

CRM 2011 Outlook CRM Contact Sync

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Posted on by bobo999 55

Hi,

I am assisting one of the Sales guys trying to re-sync his outlook contacts with CRM2011.

Coupe of points worth noting:

  • in outlook he has many duplicates (came from previous CRM4 version)
  • CRM 2011 contains his 'cleaned' contacts

What we have done so far:

  • Removed all dupes for one contact (that exists in CRM and is owned by this guy) in outlook and also from deleted items folder
  • Re-synced with CRM (contact does not appear)
  • Deactivated/Reactivated Outlook contact filter (contact still does not appear)
  • In CRM in the audit history I now see under this contact an entry for  "This record was disassociated form the Subscription record type through the contact_subscription_association relationship'

I'm guessing this last entry is why the owned contact record will not re-appear in Outlook. Is there any way to get this relationship back ?

Secondly is there a better way to re-sync contacts from outlook and CRM. I was working on the lines of deleting dupes in outlook and re-syncing from CRM hence the issue above ?

Thanks in advance

Bobowoz

     

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      • Gus Gonzalez Profile Picture
        Gus Gonzalez 27,113 on at

        Here is an article showing a good way to get the contacts into CRM:

        www.zero2ten.com/.../crm-2011-outlook-client-clean-up-your-contacts

      • bobo999 Profile Picture
        bobo999 55 on at

        Thanks this is helpful in identifying what contacts are/are not synced with CRM. However in the case of having a contact NOT in outlook but in CRM is does not help me to fix the sync and get this contact back into Outlook.

      • Suggested answer
        GL-23071537-0 Profile Picture
        GL-23071537-0 Microsoft Employee on at

        Hi Bobowoz,

        Can you try assigning the record to someone else and then assigning back to the user?  

      • bobo999 Profile Picture
        bobo999 55 on at

        Hi,

        Yeah tried that and re-synced back in Outlook. No joy! :-(

      • GL-23071537-0 Profile Picture
        GL-23071537-0 Microsoft Employee on at

        Hmm...I have had success with that in the past.  Did you assign it, then sync, then assign it back, then sync?  I'm curious if removing and reinstalling the Ourlook client would reset it.  

      • bobo999 Profile Picture
        bobo999 55 on at

        I didn't initially I just assigned to someone else then back to me and re-synced. I have just tried your suggestion and still no joy including an outlook restart.

        I have tried this in the past and it has worked as you suggest. The difference I think is this 'Disassociate Entities' audit entry that seems to be affecting it.

        I can try removing/reinstalling the outlook client but this seems a very cumbersome resolution!

      • AFTAB HUSSAIN Profile Picture
        AFTAB HUSSAIN Microsoft Employee on at

        Hi,

        Below is the article which can help and explain how to add Outlook contacts to CRM 2011.

        community.dynamics.com/.../how-to-add-outlook-contacts-to-crm2011.aspx

        Thank You,

        Aftab Hussain

      • bobo999 Profile Picture
        bobo999 55 on at

        Hi,

        I've done quite a bit of research on this now and I have found that my outlook sync works fine EVERYTIME without issue in the Staging environment. However when I try and replicate the solution in Production with the Sales guy and doing it myself I don't get the contacts back in outlook from CRM. (I configure my outlook client to point to Production and replicate the steps ensuring contacts are deleted from outlook deleted items folder)

        I'm currently led to believe it may be an environment issue but the only difference between the 2 I'm aware of is Staging sits on one server but Production has a separate database and CRM server.

        No idea if this is the cause but its the only thing I've got right now!

        Thanks

        Bobowoz

      • Community Member Profile Picture
        Community Member on at

        Hi,

        I have the same problem, then you have solved? how?

      • Community Member Profile Picture
        Community Member on at

        Hallo Bobowoz, have you solved the problem? Thanks for your answer. Alessandro

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