CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Hitachi Solutions America Bloggers

Which Fields Synch from CRM to Outlook Contacts?

Email | Print

CRM to Outlook Contact Synching is one of the most used features of the application, but there are some surprises when you get into the details of the contact synchronization process.

If an organization works to consolidate their contacts into CRM, occasionally multiple users will wind up synching the same contact locally. It’s important to keep this list of fields in mind as you roll out to users since it can cause unexpected data sharing between users, especially if the users are accustomed to using the Outlook “Notes” area for private comments about their relationship with that contact. If the user enters ‘Notes’ in the outlook contact, those notes will synch to CRM – and will then synch to any other user who is synching that contact locally. – There’s no way to override that behavior with the current version of CRM.

The most obvious question is “What Contact fields Synch from CRM to Outlook?” The following table should be a helpful reference of the fields that synch from CRM to Outlook and vice-versa.

 

Outlook

CRM

Anniversary

Anniversary

Assistant Name

Assistantname

Assistant Telephone Number

Assistantphone

Birthday

Birthdate

Body

Description

Business Fax Number

Fax

Business Telephone Number

telephone1

Children

childrensnames

Department

department

E-mail1Address

e-mailaddress1

E-mail2Address

e-mailaddress2

E-mail3Address

e-mailaddresss3

First Name

firstname

FTP Site

ftpsiteurl

Government ID Number

governmentid

Home Telephone Number

telephone2

Job Title

jobtitle

Last Name

lastname

Mailing Address City

address1_city

Mailing Address Country

addresss1_country

Mailing Address Post Office Box

addresss1_postofficebox

Mailing Address Postal Code

address1_postalcode

Mailing Address State

addresss1_stateorprovince

Mailing Address Street

address1_line1; address1_line2; address1_line3

Manager Name

managername

Middle Name

middlename

Mobile Telephone Number

mobilephone

Nickname

nickname

Other Telephone Number

telephone3

Pager Number

pager

Spouse

spousesname

Title

salutation

Web Page

websiteurl

Yomi First Name

yomifirstname

Yomi Last Name

yomilastname

This information in this table was taken from this excellent whitepaper from Microsoft http://www.microsoft.com/en-us/download/details.aspx?displaylang=en&id=17594  - Although the whitepaper is written for 4.0 – the information is still valid. Microsoft has said that they will release an update, but that fundamentally there were no changes in the synch details from 4.0 to 2011.

Post by: Scott Sewell, Customer Effective

@ScottSewell

Comments are closed.

 

 
 
Show Buttons
Hide Buttons