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.
@ScottSewell
Comments