CRM-Outlook Field Mappings


Ever wondered what fields in Outlook map to what fields in CRM?  Wonder no more.  (NB: In the current versions, these mappings are not customizable or extensible.)






















































































































































































Field in Outlook


Field in CRM


 Task


Body


description


Due Date


scheduledend


Priority


priority


Start Date


scheduledstart


Status


computed from Activity State Code and Appointment Status Code


Subject


subject


Unsynchronized Outlook fields include: Reminder, Contacts, Categories, Privacy Flag, Date Completed, Total Work, Companies, Mileage, Billing Information


Appointment


All Day Event


isalldayevent


Body


description


Duration


scheduleddurationminutes


End


scheduledend


Location


location


Optional Attendees


optionalattendees


Organizer


organizer


Priority


priority


Required Attendees


requiredattendees


Show Time As


computed from Activity State Code and Appointment Status Code


Start


scheduledstart


Subject


subject


Unsynchronized Outlook fields include: Label, Reminder, Contacts, Categories, Privacy Flag, Importance Flag


Contact


Anniversary


anniversary


Assistant Name


assistantname


Assistant Telephone Number


assistantphone


Birthday


birthdate


Body


description


Business Fax Number


fax


Business Telephone Number


telephone1


Children


childrensnames


Department


department


Email1Address


emailaddress1


Email2Address


emailaddress2


Email3Address


emailaddresss3


First Name


firstname


FTP Site


ftpsiteurl


Government ID Number


governmentid


Home Telephone Number


telephone2


Job Title


jobtitle


Last Name


lastname


Mailing Address City


address1_city


Mailing Address Country


addresss1_country


Mailing Address Post Office Box


addresss1_postofficebox


Mailing Address Postal Code


address1_postalcode


Mailing Address State


addresss1_stateorprovince


Mailing Address Street


address1_line1; address1_line2; address1_line3


Manager Name


managername


Middle Name


middlename


Mobile Telephone Number


mobilephone


Nickname


nickname


Other Telephone Number


telephone3


Pager Number


pager


Spouse


spousesname


Suffix


suffix


Title


salutation


Web Page


websiteurl


Yomi First Name


yomifirstname


Yomi Last Name


yomilastname


Unsynchronized Outlook fields include: Photo, IM Address, Other phone numbers, Office, Profession, NetMeeting Settings, Free/Busy Server Settings


Interesting story: We managed to release three versions without anyone really asking for this info.  Then, in recent months, a deluge of requests came in.  The truth is that we didn't have it - if it ever existed, it was lost in the sands of time.  These excuses didn't go down well, someone pointed out quite snidely that creating it would be the work of a few minutes for someone with access to the code.  So one day, no doubt I was procrastinating about something even more painful, I sat down and did it.  It wasn't the work of a few minutes.  It took about three hours of wading through code and the help of two devs.  Thanks to Elliot Lewis and Navin Thadani!


- Ilana Smith.

Comments (24)

  1. Neil Benson says:

    Thanks for the Outlook field mappings Ilana. Is there a particular reason why the Outlook contact ‘Company’ field doesn’t get mapped to the CRM Account ‘Account Name’ field?

    Now all my Outlook contacts have no company, except when I look in the ‘Related To’ field on the CRM toolbar on the contact record. But this doesn’t appear on my shiny new Windows Mobile smartphone, so I can’t tell which company any of my contacts work for… DOH!

    Neil

  2. Neil Benson says:

    Ilana, thanks for providing the mapping. Is there a reason why CRM Account ‘Account Name’ field does not map to the Outlook Contact ‘Company’ field? This seems to be an obvious mapping that has been left out. Instead my Outlook contact record has a CRM toolbar with a Related To field that refers to the CRM Account Name. However, in Outlook and subsequently my Wndows Mobile smartphone, none of my contacts have a company.

  3. IlanaSmith says:

    Hi Neil (sorry about the delayed response – our comments have been weird).

    In Outlook, Company name is a text field.  In CRM, Account is a link to another record.  This complicates the synching a lot.  We haven’t yet built a conversion between these two types into the synching code.

    We can do it for simple enforceable things like email addresses (STMP address -> link to contact/account/lead).  This gets tricky in more flexible scenarios: say you edit the contact on your Smartphone and change the company name to something that doesn’t exactly match the text of an Account name in CRM.

  4. Roel Kort says:

    Hi Ilana,

    When promoting Email from Outlook to CRM, the actual end date of the promoted mail is set to the date of promotion. In v1.2 this was the date the Email was received. One of my customers is very unhappy because he loses the chronological order of his incoming Email. Can this be changed in some way?

  5. Vladislav says:

    Hi Ilana,

    in CRM chema there is billing information field but it is not explained. Is there a way to push Total work and billing info from Outlook to CRM?

  6. Jürgen Beck says:

    Hi Ilana,

    you did a great job! This question was asked several times in the german CRM-newsgroup and now I have an answer for this. 🙂

    BTW: There is a trick to synchronize the account of an Outlook-contact on CRM Sandbox:

    "Map CRM AccountName to Outlook Company Name Field"

    http://www.gotdotnet.com/codegallery/releases/viewuploads.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404

  7. IlanaSmith says:

    @ Roel: yep, this is a known issue; sorry about that.  There isn’t currently a way to change it.  I don’t know if anyone has escalated a hotfix request.

    @ Vladislav: Sorry, Outlook-CRM sync is not customizable or extensible.

    @ Jurgen: Hi Jurgen!  Thanks for the pointer.

  8. Susan Flynn says:

    We also would like to request a way to map the Parent Company to the Contact.

    Thanks

    Susan

  9. John says:

    Thanks for doing this – came in handy for a client today.

    As a request for future release, we should be able customize those mappings, after competing products using Intellisync and others have been able to do that for years!

  10. jseptor says:

    any mod for outlook 2007 on this?

  11. CS says:

    We need to adopt a corporate format for phone number. It is + followed by separate groups of digits without parenthesis.

    It appears that outlook is systematically adding parenthesis on client synch, then the CRMclient updates the CRM data according changes in outlook…when some user open the updated contact our javascript reformat the phone number….

    Could we tell the outlook client to not take care of outlook updates when they only concern parenthesis ?

  12. Amir says:

    Hello,

    I have contacts in the outlook that synchronize with the CRM contacts.

    I need to map the Comapny Name field in outlook to a Customize field in CRM

    Example:

    comapnyName (Outlook Field)

    new_CompanyName (CRM customize Field)

    Mapping :

    comapnyName –> new_CompanyName

    How can i do it?

    Thanks,

    Amir

  13. Eric Boocock - Statera says:

    Many of the responses to this posting have been about the Company name not mapping to Outlook, and rightfully so.  For those interested in resolution to this you can visit the Sandbox and download the code as referenced above by Jurgen or check out this great posting by Frank at Workopia http://www.workopia.com/howto/DisplayParentAccountOutlookContactForm.htm.

    Another big issue with the sync between Outlook and CRM are the multiple addresses.  Ilana – can you provide any infor on how multiple addresses could be synchronized to the Outlook multiple addresses?

    Thanks,

    Eric Boocock

  14. eric_statera says:

    Many of the responses to this posting have been about the Company name not mapping to Outlook, and rightfully so.  For those interested in resolution to this you can visit the Sandbox and download the code as referenced above by Jurgen or check out this great posting by Frank at Workopia http://www.workopia.com/howto/DisplayParentAccountOutlookContactForm.htm.

    Another big issue with the sync between Outlook and CRM are the multiple addresses.  Ilana – can you provide any infor on how multiple addresses could be synchronized to the Outlook multiple addresses?

    Thanks,

    Eric Boocock

  15. Brian says:

    Did any get the macro script to work ? http://www.workopia.com/howto/DisplayParentAccountOutlookContactForm.htm.

    It keeps giving me a type mismatch error.

  16. Adam says:

    I suppose this article is regarding CRM 3.0, Has this been changed in CRM 4.0?

  17. Pete Goldberg says:

    So can one change this at all?  unfortunatley our CRM was implemented using address_telephone1 in CRM which I now need to map to business phone or incur the wrath of a dba trying to update the feilds in all of our contacts.  Can I force CRM to sync from a different field to Business Phone?

  18. Matt says:

    Is there anyway to map fields from a custom Outlook Form to fields in CRM 4.0. Eg. We want to create a custom for for a customer so when they email us we get all the necessary info. When this email goes to CRM a workflow creates a case. We would want to populate fields in the case from the extra fields in the email. Thanks

  19. timtaylor says:

    Continuing on a theme, is it possible to have the label against an appointment or service activity in Outlook default to a specific colour? I think this would help our users differentiate between CRM and other appointment/activity types? Thanks.

  20. Paul Ryan says:

    hi, we want to send email from outlook, capture duration info in a custom outlook field, and then send that to SharePoint when we "track in CRM"

    how do we do that?

    CRM 4

  21. rick says:

    the emailaddresss3 in contact crm column is misspelled should be emailaddress3

  22. Sagar says:

    hi ,

    i have created quote in offline mode.

    My quote entity has a custom attribute called ‘_NetPrice’

    I am creating a quote from a asp.net application which in turns uses CRM SDK to create quote.

    When i go online and try to synchronize the data the custom attribute value do not gets reflected to main CRM database.

    I queries the local sql express database and the value for the custom attribute in non null value.

    Any idea why this happens ?

    saagar44@gmail.com

  23. Molly McGill says:

    I've run across a problem when I sync a contact from CRM 4.0 to Outlook 2010. When you look at the address on the v-card the zipcode is actually in front of the city. Has anyone seen this before and if so is there an easy fix?

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