Fields that can be synchronized between Microsoft CRM System and CRM for Outlook

There are many fields that can be synchronized between the Microsoft CRM System and CRM for Outlook.

It is up to the Administrators of this customer relationship management solutions to set the sync direction for Dynamics CRM and Dynamics CRM for Outlook fields.

Given below are all the Outlook Fields pointing towards their respective CRM Fields. These can be fine-tuned accordingly at the time of a CRM Implementation.

1. Appointment Time -> Appointment Time
2. Attachments -> Attachments
3. Body -> Description
4. Importance -> Priority
5. Location -> Location
6. Optional Attendees -> Optional Attendees
7. Organizer -> Organizer
8. Regarding -> Regarding
9. Required Attendees -> Required Attendees

If the Entity is Appointment, then given below is how the fields will be synchronized on the MS Dynamics CRM System. All the fields in CRM for Outlook point towards fields in CRM.

1. Appointment Time -> Appointment Time
2. Attachments -> Attachments
3. Body -> Description
4. Importance -> Priority
5. Location -> Location
6. Optional Attendees -> Optional Attendees
7. Organizer -> Organizer
8. Regarding -> Regarding
9. Required Attendees -> Required Attendees
10. Show Time As -> Appointment Status
11. Subject -> Subject

The next Entity is Contact. Given below are fields in CRM for Outlook that point towards fields in CRM as far as the most famous customer relationship management solutions are concerned.

1. Anniversary -> Anniversary
2. Assistant’s name -> Assistant
3. Assistant’s Phone -> Assistant Phone
4. Birthday -> Birthday
5. Business Fax -> Fax
6. Business Phone -> Business Phone
7. Business Phone 2 -> Business Phone 2
8. Children -> Children’s Names
9. Company Main Phone -> Company Phone
10. Department -> Department
11. E-mail -> Email
12. Government ID Number -> Government
13. Manager’s Name -> Manager
14. Mobile -> Mobile Phone
15. Web Page -> Website

Now comes the entity Fax. Along the same lines, this is how the fields get demarcated.

1. Date Completed -> Actual End
2. Importance -> Priority
3. Notes -> Description

The next entity is letter. This is how entries get demarcated.

1. Date Completed –> Actual End
2. Importance -> Priority

The next entity would be Phone Call. The procedure remains the same.

1. Date Completed -> Actual End
2. Importance -> Priority
3. Notes -> Description

There are many more such entities which you will be briefed about during your CRM Implementation.

This kind of synchronization is basically meant to make work easier and less stressful.