Syncin multiple users OUtlook contacts to CRM that are the same

[Luvsql]

We have 3 salespeople who will have the same contacts shared (same business unit). In CRM 3.0, if you select your contacts in Outlook, then click on track in CRM, the contacts will get created in CRM and any changes made in Outlook OR CRM, will get sync'd.

What happens if these same contacts are in another person's Outlook contacts? If they do the Track in CRM, won't it create duplicates? If they do not do the Track in CRM, how would they syn changes when done in Outlook? Ie if they just use the sync function, it only syncs changes from CRM TO OUtlook and not visa versa. The reason we need to do all the changes in OUtlook's contacts is because our salespeople all have blackberries and we do NOT want to have to put the CRM mobile on it. It's simple enough with the blackberry enterprise.

If the contacts have already been added to CRM, how does the other user's contacts get syncrozied?


Any suggestions would be awesome! CRM 3.0. Not CRM 4.0.

 

[jodonnell]

Sounds like you need to do a contact cleanup of the 3 sales people. Ideally this would mean you would identify duplicates in their outlook and ensure only one contact was in CRM. YOu could then delete the outlook contact for all 3 sales people then have CRM sync the contact down to all 3 outlooks. This would ensure that now all 3 contacts in outlook are tied back to one crm contact.

John O'Donnell
Microsoft Dynamics ISV Architect Evangelist
Microsoft Corporation

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