Tuesday, November 25, 2014

MSCRM 2013: CRM for Outlook Behaviors

The Microsoft Dynamics CRM Customer Center has a great article detailing what happens when records that have been tracked with CRM for Outlook are deleted.  Here's an excerpt which details what happens when you delete tracked Contacts and Emails:
  • Deleting a tracked email message in Outlook does not delete the email message from Microsoft Dynamics CRM.
  • Deleting an email message in Microsoft Dynamics CRM does not delete the tracked message from Outlook.
  • If you stop tracking an email message in Outlook, CRM for Outlook asks whether you want to delete the email message in Microsoft Dynamics CRM.
  • Deleting a tracked contact in Outlook does not delete the contact record from Microsoft Dynamics CRM.
  • If you are not the owner of the contact record, deleting a contact from Microsoft Dynamics CRM deletes the tracked contact from Outlook.
  • If you are the owner of the contact record, deleting a contact from Microsoft Dynamics CRM does not delete the contact from Outlook.
  • If you are the owner of the contact record, and you stop tracking the contact, CRM for Outlook asks whether you want to delete the contact record from Microsoft Dynamics CRM.
  • If you are not the owner of the contact record and you stop tracking the contact, Microsoft Dynamics CRM deletes the contact record.
Click on the Link below for additional information- including information on Appointments and Tasks:

n'joy!

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