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Contacts: Exchange to CRM
Contacts, which are already linked to CRM, are synchronized from Exchange to CRM. Contacts become linked in two ways:
- Contacts, which originated from CRM (My CRM | Contacts) in the first place, are automatically linked to CRM. Any updates or deletes to these contacts in Exchange are synced back to CRM.
- Contacts, which have been added to CRM from Exchange using the Outlook plug-in Add Contact feature, and have been synchronized. Please refer to Working with the Outlook Plug-in for Exchange Integration for more information.
Note: Contacts in Exchange will not synchronize to CRM unless they are explicitly linked in one of the above two ways.
Updating and Deleting Contacts in Exchange
- If two or more users update contacts in their Exchange mailboxes, who are linked to the same single contact record in CRM, then the most recent update "wins", and the change is synched back immediately to the linked contact records in the other Exchange mailboxes.
- When a contact is deleted in a user's mailbox in Exchange, it is removed from the My CRM | Contacts list for that user, but not deleted out of CRM.
See Also:
Contacts: CRM to Exchange
Synchronizing Contacts
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