Phil Edry’s Dynamics CRM Blog

I think this is one of our most helpful blog entries to date. This entry details how to set up a “Sync User” entity to solve the issue of users wanting to sync contacts they don’t own, without having to go nuts in their local data groups. I highly recommend this blog entry that Hoss and I collaborated on.

Here’s a summary:

Microsoft Dynamics CRM 4.0 offers powerful functionality to synchronize data between CRM and your local Outlook. 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 pick the contacts you want to bring down to your 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.    

http://altriva.com/AltrivaBlog/PostID/16.aspx

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