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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / track all new Outlook ...
Microsoft Dynamics CRM (Archived)

track all new Outlook contacts automatically in CRM

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Posted on by happyman 565

Hi,

there's any way to track automatically contacts outlook directly in crm without use truck bouton.

Regards.

*This post is locked for comments

  • Suggested answer
    manojd Profile Picture
    manojd 1,397 on at
    RE: track all new Outlook contacts automatically in CRM

    Hi,

    Find below the user option screen shot which actually as the one posted above by empath-e CRM

    7026.email_5F00_tracking_5F00_option.png

  • happyman Profile Picture
    happyman 565 on at
    RE: track all new Outlook contacts automatically in CRM

    Hi Manoj,

    Can send me a print screen please to help to do that.

  • happyman Profile Picture
    happyman 565 on at
    RE: track all new Outlook contacts automatically in CRM

    Hi,

    Thanks for your feedback.

    But i'm asking to synchronize only contacts from outlook to CRM.

    I think it's not possible as refer here

    https://community.dynamics.com/crm/f/117/t/149337

  • Suggested answer
    manojd Profile Picture
    manojd 1,397 on at
    RE: track all new Outlook contacts automatically in CRM

    For Options under user logon will require server-side sync enabled in system settings otherwise it will not work

    hope it clarifies

  • empath-e CRM Profile Picture
    empath-e CRM 1,136 on at
    RE: track all new Outlook contacts automatically in CRM

    Hi,

    Go to Options under your logon - Email tab and set Track to All Email Messages (as below)

    07_2D00_12_2D00_2017-16_2D00_24_2D00_10.png

  • Suggested answer
    manojd Profile Picture
    manojd 1,397 on at
    RE: track all new Outlook contacts automatically in CRM

    Hi,

    Follow the steps shown below to achieve the requirement

    Step 1. Enable the server-side sync for Appointments, Contacts & Tasks in Email Tab under System Settings as shown below

    6165.Appointment_5F00_ServerSide_5F00_Sync_5F00_1.png

    Step2. Go to Synchronization option in System settings & enable the option as shown below for Contact, Appointment & Task

    6165.Appointment_5F00_ServerSide_5F00_Sync_5F00_1.png

    Hope this answers your question & suggest you mark this as answered so it can help others in community

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