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Microsoft Dynamics CRM (Archived)

Synchronizing CRM Lead I do NOT own to my Outlook

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Posted on by 894

Hi All,

Synchronizing CRM Lead I do NOT own to my Outlook.

any idea ?

Thanks

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I have the same question (0)
  • Suggested answer
    Karsten Wirl Profile Picture
    4,477 on at

    Hi there.

    For this issue you can use the synchronisation settings.

    Administration -> System Settings -> Tab synchronization

    Here you can define system filters oder personal filters for synchronization records from CRM to Outlook.

    Kind regards

    Karsten

  • CRM Develope Profile Picture
    894 on at

    Thanks Karsten Wirl ,

    if I open system filters,so something like this,where you say (synchronization records from CRM to Outlook).I don't understand.Please help

    systemfilters.PNG

  • Karsten Wirl Profile Picture
    4,477 on at

    Hi.

    My fault... User filters are not the answer for your issue.

    You have opened the synchronization fields tab. On this tab you can define the direction of synchronization. But only for the following entities:

    - Appointment

    - Contact

    - Fax

    - Letter

    - Phone Call

    - Apointment

    - Service Activity

    - Task

    For more information please pay attention to the following link:

    technet.microsoft.com/.../dn832089.aspx

  • Verified answer
    Karsten Wirl Profile Picture
    4,477 on at

    Hi there.

    I apologize for the confusion. You cannot sync Leads to Outlook... we qualify Leads to Contacts and synchronize them to Outlook.

    community.dynamics.com/.../233944

    Kind regards,

    Karsten

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