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microsoft.public.crm

Select CRM Contacts in Outlook


Hi

After we have created a contact in CRM, we can not select the contact after
clicking on the 'To' box in Outlook. The contact does not appear in the
'Select Names' list.

If I create a new contact in CRM and afterwards I attempt to send an email
to this contact from Outlook, the contact is not available. I would usually
click on 'To' and in the 'Select Names' list I change the filter to CRM
contacts however the newly created contact does not appear.

I thought that Local Data settings may have someting to do with this however
I tested this and I am still unsure why new contacts do not appear in this
list.

I am also the System Administrator. Any ideas?

Thanks alot
Mark

Hi

After we have created a contact in CRM, we can not select the contact after
clicking on the 'To' box in Outlook. The contact does not appear in the
'Select Names' list.

If I create a new contact in CRM and afterwards I attempt to send an email
to this contact from Outlook, the contact is not available. I would usually
click on 'To' and in the 'Select Names' list I change the filter to CRM
contacts however the newly created contact does not appear.

I thought that Local Data settings may have someting to do with this however
I tested this and I am still unsure why new contacts do not appear in this
list.

I am also the System Administrator. Any ideas?

Thanks alot
Mark

-----------------------------------------------Reply-----------------------------------------------

Hi

After we have created a contact in CRM, we can not select the contact after
clicking on the 'To' box in Outlook. The contact does not appear in the
'Select Names' list.

If I create a new contact in CRM and afterwards I attempt to send an email
to this contact from Outlook, the contact is not available. I would usually
click on 'To' and in the 'Select Names' list I change the filter to CRM
contacts however the newly created contact does not appear.

I thought that Local Data settings may have someting to do with this however
I tested this and I am still unsure why new contacts do not appear in this
list.

I am also the System Administrator. Any ideas?

Thanks alot
Mark

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