Tech Support > Microsoft Windows > Windows CRM > OL Contact -> CRM 3.0 Account ?
OL Contact -> CRM 3.0 Account ?
Posted by Markus Ruppel on December 3rd, 2005


From what I know so far, I can enable an Outlook contact for tracking in CRM
which in fact after creation of the contact in CRM creates a bidirectional
link b/w the Outlook und CRM representation of the contact, tracking and
automatically synchronizing changes between the two. So far so good.

Now, quite a few of the contacts we have in our Outlook environement are
really accounts (in CRM speak). Is there any (built-in or other) way to
migrate them from Outlook to CRM Accounts without having to reenter all the
data?

Thanks,
Markus

Posted by Markus Ruppel on December 5th, 2005


And to extend the scope: What about the other direction? After creating an
account in CRM 3.0, is there a way to sync this data to Outlook as a contact?

Thanks for any pointer,

Markus


"Markus Ruppel" wrote:


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