Synchronising custom fields from CRM2011 contacts to outlook contacts

CRM2011 does not support synchronising custom fields from CRM2011 to outlook contacts.

CRM2011 does not allow to select the fields in CRM2011  to synchronised with outlook contacts. The add-in will allow you to update the custom fields in synced Outlook contacts with CRM2011.

Software Requirements:

This solution is tested on windows 7 and outlook 2010 only.

Solution components:

The solution consists of 2 components.

  • ·         UpdateContactAddin_1_0_managed.zip (CRM2011 Managed solution)
  • ·         OutlookAddin.zip (Outlook Addin)

  UpdateContactAddin_1_0_managed.zip :

Download the file and import the solution. The solution creates a custom entity called “syncmapping”. The entity contains two main fields “CRM Field” and “Outlook Field”. The entity will store the field mapping of CRM2011 contacts and Outlook contacts. Before you add any data to the entity, go to the default solution and customize the entity to display in workplace or settings area.

 

 For e.g. In above screen “accountrolecode” (Display Name Role) field in contact entity will update the User1 field or “User Field 1” in Outlook.

You can choose multiple fields to update the synced Outlook Contacts as shown in the screen shot below

 

Note: The display names in Outlook and CRM2011 are different than the schema names that are used in the code. We need the “Name” field of the CRM2011. To get the proper name of the Outlook field please follow this link http://msdn.microsoft.com/en-us/library/microsoft.office.interop.outlook.contactitem_properties.aspx

For e.g. The name of “User Field 1” field is User1. “User Field 1” is just a display name. If the field does not exist in Outlook, the solution will create a new user defined field in Outlook.

OutlookAddin.zip

Extract the OutlookAddin.zip file and run the SetupUpdateContact exe. It will add a custom tab to the ribbon as shown in the following screen shot.

 

When the user clicks on “Update Contact”, it will display the following dialog. Enter all the values and press Update.

 

The screen shot shown above displays the values for CRM Online.

 

The screen shot shown above displays the values for on-premise CRM Deployment.

 At the end of the process, the system will display the following message

 

 Facts:

This solution only updates the text fields in the outlook. If you choose an optionset from CRM2011, the solution will retrieve the text value of the field and update the field in Outlook.

The solution uses the update method to update the individual contacts. The solution does not have any automatic or scheduled syncing mechanism.

This solution is smart enough to update the contacts for the selected organization. If you have synchronised the contacts from the different organizations. The system will update the contacts of the organization selected in the addin dialog.

Tips:

  • ·         Setup the sync fields in syncmapping entity before pressing the update button
  • ·         Please sync your outlook contacts before trying this solution.

Last edited Aug 10, 2014 at 12:59 PM by AmreekSingh, version 6