Dynamics CRM Contacts Sync

D_Batona
D_Batona used Ask the Experts™
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When user creates a contact in CRM it appears in Outlook.
When user creates a contact in Outlook it is does not appear in CRM.

Is that by MS design ?

Server-side sync is used. CRM\Exchange on premises.
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Feridun KadirPrincipal Consultant

Commented:
Yes, that is correct.

Contacts that are created in CRM appear in Outlook because of a default filter that synchronizes contacts owned by the user to Outlook. This filter can be deactivated or modified and new filters can be created.

Contacts created in Outlook are never automatically added to CRM - users have to explicitly click on the Track button to create the contact in CRM.

Author

Commented:
You mean Track button in Outlook plugin?
Remember we are using Mac OS X , there is no plugin for Outlook.

So only manually or exporting contacts to file....?
Principal Consultant
Commented:
Yes I did the add-in for Outlook. I didn't realise you were using the MAC so you are correct, there is no plug-in.  I don't see that you have any option that allows tracking of contacts. And I suppose exporting to a file and then importing to CRM is the way to go.
David HulnickSenior Manager Information Technology

Commented:
You can try using server-side synchronization:  Check out this link from Microsoft.

In most cases, server-side synchronization is the best synchronization method. Note that you must be an administrator to synchronize with server-side synchronization.

It also looks like there could be a 3rd party solution but it would come at a cost.

Author

Commented:
2 David

Server-side sync is used. I specified that in question.

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