Sync Microsoft CRM 3.0 with Outlook 2007

  • Article

You can now efficiently access contacts, tasks and more in Microsoft CRM natively with Outlook 2007. The Microsoft Dynamics CRM Team has released the latest version of their CRM v3 Outlook Client for Vista and Office 2007. Download it here. A few people have asked me how to set this up and it's pretty straight forward, here's an excerpt from the online help:

You can select which record types you want to synchronize between Outlook and Microsoft CRM client for Outlook and how often you want to synchronize between applications.

  • Start Outlook with the Microsoft CRM client for Outlook installed.
  • On the CRM menu, click Options.
  • In the Set Personal Options dialog box, on the Synchronization tab, you can select which record types are synchronized:
    • Appointments I'm attending
      Select this option if you want to synchronize appointments in which you are a participant and have accepted the appointment.
    • My Tasks
      Select this option if you want to synchronize tasks that you own in Microsoft CRM.
    • Contacts
      Select this option if you want to synchronize contacts that you own in Microsoft CRM.
      If you delete a contact you own in Microsoft CRM or in Microsoft CRM client for Outlook, it will not be deleted in the other application.
  • You can also define how often Microsoft CRM items in your Microsoft CRM client for Outlook folders are updated:
    • Synchronize the CRM items in my Outlook folders every
      Select this option and select the number of minutes, if you want to synchronize items in your Microsoft CRM client for Outlook folders more frequently than the default. Your system administrator can change the system default.
    • Synchronize the items in my Outlook folder at startup
      Select this option if you want to synchronize items in your Microsoft CRM client for Outlook folders as soon as you start Outlook.
    • Contacts
      Select this option if you want to synchronize contacts that you own in Microsoft CRM.
  • Click OK to save your changes and close the dialog box.