Archive for October, 2006

Synchronisation Outlook – Microsoft CRM

October 30, 2006 9 comments

There are some complex rules that govern how deletes are propagated on items that are synched between CRM and Outlook.  I’ve seen some information out there that captures a portion what is going on, but thought I better paint the full picture.  Deletion behavior can depend on entity, owner, state of record, place of deletion, direction of prevailing wind, MSFT stock price, and other more esoteric factors.

When a user has the CRM Outlook client, contacts, tasks and appointments can sync between the two systems.  When a linked item is deleted from either system, two things can happen to the corresponding item in the other system: it could also be deleted,  or it could be left but with the link broken (no further synching handled for it).

In 1.x, we erred on the side of leaving things behind.   Preventing loss of data is one of our major commandments so we wanted to play it as safe as possible.  The only time a linked item was also deleted was in the case of “pending” tasks or appointments, to ensure that time wasn’t taken on deleted items. Read More>

Categories: CRM, Microsoft Dynamics

Hello world!

October 26, 2006 Leave a comment

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Categories: Uncategorized