Do not want to synchronize CRM Contacts to Outlook Contacts



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Do not want to synchronize CRM Contacts to Outlook Contacts

Postby Lynn » Thu, 16 Sep 2004 00:38:14 GMT

We do not want to synchronize CRM Contacts to Outlook when we go offline in 
the SFO client.  We DO want to synchronize CRM Appointments so the Fast Sync 
is not an option.  All the contacts were entered by the same user who has 
shared the contacts with everyone in the business unit.  Is there any way to 
prevent synchronization of contacts to Outlook?


Re: Do not want to synchronize CRM Contacts to Outlook Contacts

Postby John O'Donnell » Tue, 21 Sep 2004 12:38:20 GMT

you can only control what gets synched by using crm security roles.
Basically if your users can see contacts in the crm web interface they will
get synced to outlook.

John O'Donnell
Microsoft CRM MVP


Re: Do not want to synchronize CRM Contacts to Outlook Contacts

Postby Ilana Smith » Thu, 07 Oct 2004 09:49:19 GMT

Individual users are able to turn Contact syncing to Outlook off though.

Under Tools|Options in the Outlook client (the CRM menu, not the Outlook
menu), there is the option to turn it off (and tasks and appointments -
there's a checkbox per type).  There is no security around this setting
though, so you can't prevent your users from making the decision either way.

This posting is provided "AS IS" with no warranties, and confers no rights.
"John O'Donnell" < XXXX@XXXXX.COM > wrote in



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