CRM 3 Syncronization Mess

A new user in CRM. I imported his 500 contacts that were in Outlook to CRM.
I setup the sync for contacts and it then duplicated EVERY contact from CRM
into Outlook contacts. I then had to delete everything from outlook.

I then tried to sync the contacts that were in CRM to Outlook, but nothing
would sync. I modified the local data setting to sync contacts "owned by me"
and nothing would sync.

My contacts in CRM sync fine to my Outlook contacts with no issue.

Since Outlook's contacts has a company name field and CRM's does not (HUGE
HUGE PAIN MICROSOFT), I have had to use the Department field in CRM as the
company name.

1) Why do my new CRM contacts sync to OUtlook and his do not when our sync
settings are identical?
2) Why is it adding all the contacts when they already exist in Outlook?
The sync only seems to work when all the contacts exist in Outlook, but it
adds new ones, instead of updating the existing one.


Once we sync'd once on this person's outlook, all his contacts then got
deleted off of his blackberry (Blackberry Enterprise sync's from the user's
local contacts).

Andy
Fri Feb 29 13:09:11 CST 2008

Look up sync outlook in CRM's online help. You have to create groups
and filters that control what data gets synced and how it gets
synced. It doesn't sound like you did these steps.

Luvsql
Fri Feb 29 13:22:01 CST 2008

Data gets sync'd by the "Local Data" setup within the CRM > Options, which I
have setup.


This was working fine for weeks until today.



"Andy" wrote:

> Look up sync outlook in CRM's online help. You have to create groups
> and filters that control what data gets synced and how it gets
> synced. It doesn't sound like you did these steps.
>
>

Luvsql
Fri Feb 29 13:26:03 CST 2008

FYI: Client is installed as Desktop (online only). The filters and groups
are required if using Client Laptop offline.

"Andy" wrote:

> Look up sync outlook in CRM's online help. You have to create groups
> and filters that control what data gets synced and how it gets
> synced. It doesn't sound like you did these steps.
>
>

Andy
Fri Feb 29 14:12:16 CST 2008

What steps are you actually taking to do the sync?

Andy
Fri Feb 29 14:15:20 CST 2008

If you are running CRM client for outlook, it should take care of this
by itself according to the roles assigned to the user in CRM. You're
not trying to use some sync tool outside of CRM to do this, are you?

Luvsql
Fri Feb 29 14:21:00 CST 2008

1. Go to CRM > Options.
2. Synchronization tab > mark Contacts. ONly other options marked are "set
this computer as sync client."
3. Okay.
4. CRM > Sync CRM with Outlook.

Before update rollup 2, it sync'd 2 contacts that I personally "own" in CRM.
Now, it doesn't.



"Andy" wrote:

> What steps are you actually taking to do the sync?
>
>

RichardRiddle
Fri Mar 07 10:01:02 CST 2008

Read this post; it should shed light on your issue.
http://blogs.msdn.com/crm/archive/2006/05/09/593601.aspx

The behavior you describe happens because CRM keeps track of what has been
deleted in Outlook, so when you deleted the contacts that were tracked in
CRM, you aren't able to resync them.
--
Richard Riddle
CRM Developer
Autonomix


"Luvsql" wrote:

> 1. Go to CRM > Options.
> 2. Synchronization tab > mark Contacts. ONly other options marked are "set
> this computer as sync client."
> 3. Okay.
> 4. CRM > Sync CRM with Outlook.
>
> Before update rollup 2, it sync'd 2 contacts that I personally "own" in CRM.
> Now, it doesn't.
>
>
>
> "Andy" wrote:
>
> > What steps are you actually taking to do the sync?
> >
> >

Luvsql
Mon Mar 10 08:39:00 CDT 2008

Is there a reason why it doubled all the contacts to begin with ie how does
the sync know if a contact already exists? Since the sync doesn't use
company, if the contact has the same first name and last name, why would it
add another contact and not just update the existing contact?


"Richard Riddle" wrote:

> Read this post; it should shed light on your issue.
> http://blogs.msdn.com/crm/archive/2006/05/09/593601.aspx
>
> The behavior you describe happens because CRM keeps track of what has been
> deleted in Outlook, so when you deleted the contacts that were tracked in
> CRM, you aren't able to resync them.
> --
> Richard Riddle
> CRM Developer
> Autonomix
>
>
> "Luvsql" wrote:
>
> > 1. Go to CRM > Options.
> > 2. Synchronization tab > mark Contacts. ONly other options marked are "set
> > this computer as sync client."
> > 3. Okay.
> > 4. CRM > Sync CRM with Outlook.
> >
> > Before update rollup 2, it sync'd 2 contacts that I personally "own" in CRM.
> > Now, it doesn't.
> >
> >
> >
> > "Andy" wrote:
> >
> > > What steps are you actually taking to do the sync?
> > >
> > >