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You can set a personal option to synchronize all your contacts in Microsoft CRM to Outlook.  Steps are described in the online Help topic “Set personal options.”


Set synchronization options in Microsoft CRM client for Outlook


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. This tab is only available in the Microsoft CRM client for Outlook.


1.          Start Outlook with the Microsoft CRM client for Outlook installed.


2.          On the CRM menu, click Options.


3.          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 in Microsoft CRM. The contacts that are synchronized with Outlook can be configured to from Local Data menu item using an Advanced Find querey. 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.


4.          If the user has more than one computer running Microsoft CRM client for Outlook, you can select this computer to be synchronized automatically.


5.          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.


6.          Click OK to save your changes and close the dialog box.


To select a specific Microsoft Outlook contact to save as a Microsoft CRM contact, open the contact in Microsoft Outlook.  On the Contact form, click Track in CRM. You can find more information in on the online Help topic, “Save Outlook records as Microsoft CRM records”  which is in the list of Related Topics at the bottom of the “Synchronizing Information” topic.


 You can also import your Outlook Contacts into Microsoft CRM. We have published an article in the Microsoft Dynamics CRM site,


Import your Outlook contacts into Microsoft Dynamics CRM 3.0


Enjoy,


JaAG

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