Microsoft Dynamics AX Support

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Outlook Contact Field Synchronization with Dynamics AX 2012 R2

I recently ran across the need to expand fields that automatically sync from Dynamics AX 2012 R2 to Outlook contact records. It is a very time consuming and labor intense process to manually map fields on each Contact record selected for Outlook Synchronization.

Here is the scenario:

1. Business Fax is not a field synchronized from AX to Outlook through standard out-of-the-box mapping.

2. By default, the Outlook Contact card displays the Primary Number selected in AX but the Business Telephone Number field is not populated on the Outlook contact form. I want the Primary Telephone to show both on the Outlook Contact card and form as the Business Telephone Number.

 

Solution:

The automatic field mapping can be customized by modifying the createFieldMapping method under the smmContactPersonSynchronizationFieldMapping table.

// Primary phone  – modified so Primary Phone field in AX syncs to the Business Telephone on the Outlook record
        if (syncDirectionValid(smmOutlookContactFields::PrimaryTelephoneNumber))
        {
            contactInfo = DirParty::primaryElectronicAddress(contactPersonEntity.getPartyRecId(), LogisticsElectronicAddressMethodType::Phone);
            if (contactInfo)
            {
                _contactFieldRecordMap.insert(smmOutlookContactFields::BusinessTelephoneNumber, contactInfo);
            }
        }

 // Business Fax – this section added so Business Fax will automatically sync with the corresponding Outlook contact field
        if (syncDirectionValid(smmOutlookContactFields::BusinessFaxNumber))
        {
            contactInfo = DirParty::primaryElectronicAddress(contactPersonEntity.getPartyRecId(), LogisticsElectronicAddressMethodType::Fax);
            if (contactInfo)
            {
                _contactFieldRecordMap.insert(smmOutlookContactFields::BusinessFaxNumber, contactInfo);
            }
        }

End Result:


 

Of course, this may not meet your specific needs but it provides an example of what is possible through a little customization.