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Contacts: CRM to Exchange

Note: If you're working with Classic Outlook integration, please refer to Adding contacts: CRM to Outlook (Classic Outlook integration) for more information on working with the My CRM | Contacts tab.

To flag CRM contacts for synchronization with Exchange:

1. Click My CRM | Contacts | Add Contacts.
2. Search for the contacts you want to synchronize. For example, search for all people who work at the company Design Right Inc.
3. Use the Select/Deselect All check box to toggle all the contact selections on or off.
4. Click the Add Contacts button. The Contacts page is displayed, showing the contacts that you selected.
5. You can perform further searches to add more people to the Contacts tab.
   • A quick way of adding, for example, all contacts where you're the Account Manager, is to click Add Group Of Contacts. You can also add a person to the Contacts tab from the Summary tab of any person in CRM, by clicking the Add To My Contacts button.
6. After the next synchronization has taken place, click the Contacts folder in Outlook to check the people you chose from CRM are there.

Contacts synchronized between CRM and Outlook are tagged with the Category CRM Contact. This can be viewed by selecting the contact in Outlook.

Note: When a contact is added from CRM to an Exchange mailbox, deduplication takes place against the Company Name, and the Person First, Middle, and Last Name. The values in all of these fields must match (this includes matching a "blank" for non-mandatory fields) for the contact to be considered a duplicate. If this happens, a link is established to the contact in Exchange.

Updating and Deleting Contacts in CRM

• When you remove contacts from the My CRM | Contacts list, which have already been added to your Exchange mailbox, they do not get deleted from your mailbox, instead the link to CRM is broken (the CRM Contact category is removed). If the contact is deleted from the CRM database, then the contact is completely removed from your mailbox.

See Also:

Synchronizing Contacts

Contacts: Exchange to CRM

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