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Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.
Posted by: Phil Edry on 8/25/2009 | 2 Comments
  • Categories:
  • CRM
Most companies have certain contacts that many users interact with and want in their Outlook but Microsoft CRM does not give you an easy way to do this. Microsoft Dynamics CRM 4.0 offers powerful functionality to synchronize data between CRM and your local Outlook. This can be especially useful to users who sync their smart phones, blackberries, etc. to Outlook or Exchange because they can now access their CRM contacts through their phones address book. Here at Altriva, one of the many “quick business facilitation configurations” we have in our toolkit extends this functionality to allow users (and multiple users per contact) to easily add and remove contacts synchronized to their Outlook. This allows multiple users to sync the same contact to Outlook effortlessly and allows users to decide which contacts they bring to their Outlook.
 


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    Recent Comments

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    "Hi Lee -- I would just create one-off workflows for each user in your system in that case. Or, create a number of sync users for yourself, and then bulk edit those sync users to another record." Read more
    by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Norbert and Jeff -- CRM Online couldn't support this exact setup due to current limitations with plug-ins. However, a different integration could be developed that would work with Online and BPOS. If you'd like additional information, please feel free to email info@altriva.com." Read more
    by Phil Edry on CRM to SharePoint Site Creation and Clients List Integration

    "great article thanks Would the CRM security model be adhered to by the calendar? I have 30 business units in CRM and want a shared calendar at the BU level but for users to only see the records from thier BU and not the whole system. Would be nice not to have to build multiple calendars?" Read more
    by Jeff Murtari on Adding a Custom Calendar to the CRM UI

    "I also have the same question as Norbert. I'm very interested in this if you're able to do this with CRM Online. " Read more
    by Jeff Snyder on CRM to SharePoint Site Creation and Clients List Integration

    "Would i be able to do this with the online versions of CRM and BPOS? " Read more
    by Norbert on CRM to SharePoint Site Creation and Clients List Integration

    "Thanks guys this has solved a major hurdle for us. I may be missing something obvious here but is it possible to modify the workflow, so that "Sync User" can be selected as we have a situtation where the PA would like to set the 'Sync User' for multiple contacts as their manager." Read more
    by Lee Southam on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Good example... event more flexible then CRM Customization Manager" Read more
    by Peter Olsson on Export CRM customizations using PowerShell

    "Thanks! I encountered this same error, so this was helpful. It would be nice to know what attributes are causing the problem. I heard that some rollups actually changed the size of some attributes. I'm not sure how that would be related to CRM Online or if it could be impacted by the date the organization started using CRM." Read more
    by Gretchen Mann on Importing Customizations from one CRM Online Instance to Another CRM Online Instance

      
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