Outlook syncronisation for shared accounts and contacts

It appears that by design, the syncronisation to Outlook from CRM does not
sync up account or contacts that I am a 'shared' user for.

Has anyone else come across this. Its pretty important that our users have
all account / contacts that they are allocated to as part of their
responsibility, irrespective of whether they actually 'own' the record or
have a 'shared' record.

any guidanc e would be most useful

Patrick
Fri Apr 20 08:14:04 CDT 2007

By default only contacts owned are synchronized. To add records to
synchronize in outlook select 'Local Data' in the CRM menu. Here you can
define or alter which contacts are synchronized, this includes the default
'My Contacts' filter.
--
Patrick Verbeeten (MCSD)
Lead Developer
Aviva IT
Web: aviva-it.nl


"AneelK" wrote:

> It appears that by design, the syncronisation to Outlook from CRM does not
> sync up account or contacts that I am a 'shared' user for.
>
> Has anyone else come across this. Its pretty important that our users have
> all account / contacts that they are allocated to as part of their
> responsibility, irrespective of whether they actually 'own' the record or
> have a 'shared' record.
>
> any guidanc e would be most useful

AneelK
Fri Apr 20 08:46:04 CDT 2007

Patrick
thanks for the response, however it does not look like the 'shared' fields
and values are available for you to use as part of the 'local data'
syncronsiation - unless i have missed it.

basically
CRM-->Local Data-->MyContacts

does not show up shared fields and values in the list or relationships

any other ideas?

regards
Aneel

"Patrick" wrote:

> By default only contacts owned are synchronized. To add records to
> synchronize in outlook select 'Local Data' in the CRM menu. Here you can
> define or alter which contacts are synchronized, this includes the default
> 'My Contacts' filter.
> --
> Patrick Verbeeten (MCSD)
> Lead Developer
> Aviva IT
> Web: aviva-it.nl
>
>
> "AneelK" wrote:
>
> > It appears that by design, the syncronisation to Outlook from CRM does not
> > sync up account or contacts that I am a 'shared' user for.
> >
> > Has anyone else come across this. Its pretty important that our users have
> > all account / contacts that they are allocated to as part of their
> > responsibility, irrespective of whether they actually 'own' the record or
> > have a 'shared' record.
> >
> > any guidanc e would be most useful