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Contact Synchronization between Outlook and Dynamics

  • 1.  Contact Synchronization between Outlook and Dynamics

    TOP CONTRIBUTOR
    Posted 18 days ago
    For those that are using Microsoft's out-of-the-box contact synchronization, do you know what the limitations are?  I seem to recall several years ago that Microsoft doesn't have the concept of a "shared" contact and so a single contact can only be connected to a single user.  Our business is very relationship driven where a single contact is often shared or connected to multiple users (think LinkedIn Connections).

    What limitations have you ran into with Microsoft's out-of-the-box contact synchronization?

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    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
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  • 2.  RE: Contact Synchronization between Outlook and Dynamics

    TOP CONTRIBUTOR
    Posted 14 days ago
    @Shawn Hickey, check out this tip by @Gus Gonzalez on how to synchronize contacts you follow:

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    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
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  • 3.  RE: Contact Synchronization between Outlook and Dynamics

    SILVER CONTRIBUTOR
    Posted 13 days ago
    Some limitations we've encountered:
    • Cannot sync custom fields
    • Limited sync OOB configuration in terms of global system sync setting
      • Default setting is to sync only contacts where the owner is the user
      • This is per a user sync preference setting
    • Contact sync also means task and appointment will sync if there is no configuration adjustment


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    Eugene Hoang
    Kavo Kerr Group
    Brea CA
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