how do you sync MS CRM contacts data for an user to their corresponding Exchange mailbox contacts folder?

Posted on 2009-02-23
Medium Priority
Last Modified: 2013-11-24
is it possible to add and modify MS CRM contacts data using MS CRM 4.0 application and have it synchronize over to the MS CRM user's CRM client application and exchange user's mailbox contacts folder????
Question by:nstarhelpdesk
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Accepted Solution

crm_info earned 2000 total points
ID: 23713281
Yes.  This is built into Microsoft CRM as part of the default functionality.
To get this to work, you need to have MS CRM up and running on your server.  You will also need to install the Outlook client.  Once you've done that, all contacts "owned" by the user will sync with Outlook by default.  If you would like to have additional contacts sync, you can just open up Outlook, use the new menu installed by MS CRM (CRM) and change the Local Data Groups.
Are you already using MS CRM and require detailed instructions on how to do any of the above - or are you just asking about this because you want to know more about the capabilities?
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Expert Comment

ID: 24341227
Seemed like a good answer on this one.

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