Microsoft Dynamics CRM web client. in VB.NET

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Microsoft Dynamics CRM web client.
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Outlook Web Access
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Microsoft Dynamics CRM for Outlook works with Outlook 2010, Outlook 2007, and Outlook 2003; however, it does not support integration with Outlook Web Access. Therefore, if your organization only supports Outlook Web Access, your users cannot access the Microsoft Dynamics CRM integration functionality we have described. However, if Microsoft Dynamics CRM for Outlook is installed, users can log on to Outlook Web Access and view the Microsoft Dynamics CRM data synchronized with their Outlook file, such as CRM contacts, appointments, and tasks. However, the user will not see the Microsoft Dynamics CRM for Outlook user interface modifications such as the CRM toolbar, the Track in CRM buttons, and the Microsoft Dynamics CRM folders. Caution Microsoft Dynamics CRM for Outlook does not support integration with Outlook
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Web Access. To track Outlook data in Microsoft Dynamics CRM and synchronize data between Microsoft Dynamics CRM and Outlook, each user must install Microsoft Dynamics CRM for Outlook on a computer running Outlook 2010, Outlook 2007, or Outlook 2003.
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Part I Overview and Configuration
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Data Synchronization
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The Microsoft Dynamics CRM for Outlook software synchronizes Microsoft Dynamics CRM and Outlook data. Quite impressively, Microsoft Dynamics CRM for Outlook updates data bidirectionally so that users can modify records in either the Microsoft Dynamics CRM web client or Microsoft Dynamics CRM for Outlook. Changes made in either system update the other the next time Microsoft Dynamics CRM for Outlook performs a synchronization. Data synchronization generates a lot of questions, so we want to explain the following topics:
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Configuring data synchronization Deleting records
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Configuring Data Synchronization
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Earlier in this chapter, you learned how to configure the offline synchronization filters that determine which Microsoft CRM data to copy into the offline database. Using a similar technique, you can configure which CRM data Microsoft Dynamics CRM for Outlook should copy into your Outlook appointments, contacts, and tasks. To access the Outlook synchronization filters, click the CRM button under the File tab in Outlook, then click Outlook Filters under Synchronize to launch the Filter dialog box, as shown in Figure 2-7.
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FIGURE 2-7 Microsoft Dynamics CRM for Outlook synchronization filters
2 Setup and Common Tasks
In this dialog box, you can modify the default filters or add your own filters to determine which data you want to access in Outlook. By synchronizing the data into Outlook (instead of copying it into the offline database), you can access the data more quickly and easily via mobile devices such as your cell phone. For example, you might want to add a filter that synchronizes all of your customer contacts into Outlook so that when a customer calls your cell phone, the caller ID can show you who is calling! Important Because Outlook does not contain records for phone calls, letters, or faxes,
Microsoft Dynamics CRM for Outlook synchronizes those records into Outlook tasks. Additionally, any record that you create in Outlook and for which you click the Track in CRM button is also included in the synchronization process because you will own that record in Microsoft Dynamics CRM.
In addition to the Outlook synchronization filters, you can also configure the synchronization settings. To access these settings, click the File tab in Outlook, click CRM, and then click Options. When the Set Personal Options dialog box opens, click the Synchronization tab, as shown in Figure 2-8.
FIGURE 2-8 Microsoft Dynamics CRM for Outlook synchronization settings
If you select the Update Company fields with parent account names option, Microsoft Dynamics CRM for Outlook populates the contact s company name in Outlook. Unfortunately, the contact company name behaves differently from the other fields because Microsoft Dynamics CRM for Outlook does not perform a bidirectional synchronization of changes to the contact s company name. If you change a contact s company name in
Part I Overview and Configuration
Outlook, Microsoft Dynamics CRM for Outlook will overwrite that change with the contact s parent account name. Figure 2-8 also shows that you can configure Microsoft Dynamics CRM for Outlook to synchronize automatically (the default interval is 15 minutes). This scheduled synchronization only applies changes from the server to your Outlook. Conversely, if you change a record in Microsoft Dynamics CRM for Outlook while online, that change will update the Microsoft Dynamics CRM server immediately. It does not wait for the next scheduled interval to make the update. Important Scheduling synchronization applies only to downloading changes from the server to
your Outlook file. Changes made to records in Microsoft Dynamics CRM for Outlook when online update the data on the server immediately.
One other important factor you should consider regarding data synchronization is that the Microsoft Dynamics CRM for Outlook software updates your Outlook records only if a record was modified since the last synchronization. For example, assume that an account named Fabrikam has 10 contacts associated with it. As a result of a merger, Fabrikam changes its name to Contoso, Inc. If you update the account name in Microsoft Dynamics CRM, Microsoft Dynamics CRM records a modification to the account record, but it won t alter the contact records related to that account. Therefore, your contacts in Outlook will still have the old Fabrikam name in the Company Name field. However, each time someone updates one of the Contoso contact records, Microsoft Dynamics CRM for Outlook will update the company name in Outlook to Contoso on the next data synchronization.
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