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What do you do when more than one CRM user needs to synchronize their Outlook contacts with the same CRM contact record? By default, the CRM Outlook Client is set to synchronize CRM contacts to Outlook contacts based on the owner of the CRM contact record. For CRM users who share contact records, this isn't the ideal solution.
Using CRM marketing lists is one simple alternative. The idea is to replace the default contact synchronization rule for each user with a custom rule that references a marketing list. The user can manage the contacts in the marketing list, regardless of who owns the CRM contact record (depending on the user's security role access level). The marketing list is then used to determine which CRM contact records should be synchronized with Outlook for that user.
Now, all the Contact records that are in the JOECRM Outlook Synchronization List will synchronize to Outlook contacts for this CRM Outlook Client!
This is just a simple example of using marketing lists to synchronize CRM contacts with Outlook Ccontacts. As always, if you need assistance the CRM Experts at PowerObjects are here to help!!
Happy CRM'ing!
Dear Joe
The suggestion is a great idea. I also have another method I use with my customers: Use the built in Connections.
1) Make a connection role (ie. "Outlook Sync")
2) Make a User "Connect to" other users contacts
3) Add a Outlook filter to sync Contacts connected to me
4) Optional: Add a Outlook filter to sync to a whole Accounts' contacts that you have connected to
Have a look at screendumps at my site (it's in Danish, but screendumps are english Outlook plugin): http://wikap.dk/2012/01/vejledning-synkronisere-andres-kontaktpersoner/
/Henrik
Hi Joe,
This is a great suggestion.
In our organization, we chose to sync the contacts followed by a user to outlook.
Managing marketing lists appears to be a difficult task for some of out users. By syncing the contacts followed by the current user, all they need to do is press the 'follow' button on the contact page.
Bjorn