We installed the SFO client on one of our user's laptops
and synched, using the default options. This caused all
of this person's CRM contacts to be copied over to his
Outlook contacts. So, in addition to the contacts this
person entered, and wanted in there, we have (not one,
but strangely enough) two copies of most contacts.

A few questions before attempting to fix this:
1) If we delete contacts out of the outlook contacts
folder, will it delete those contacts out of CRM as well?

2) Does anybody know if we can take a backup of this
user's .PST file, and delete all the contacts, and then
just import the old ones?

3) Does anybody know any way of identifying the contacts
that MSCRM blasted into this folder, and therefore have a
good way of removing the ones CRM entered in.

Ideally, we'd like to get this user's contacts folder
back to the way it was before implementing the SFO
client. Many thanks,

Dave

Hi Dave, unfortunately that's the way it works (the anwser yet again).

All the contacts the user has access to in CRM will show up in Outlook. You
may have two copies if he already had some of those contacts in Outlook. I
don't think there is any way arround it. You could uninstall the CRM
Outlook Client, but I think you'd have to delete the contacts manually. Not
entirely sure. If you delete the contacts using the CRM Outlook Client,
they will be deleted in the CRM system as well I believe.

Maybe someone can clarify further.

Mike


"Dave Carr" <anonymous@discussions.microsoft.com> wrote in message
news:58a801c4008a$39b29bf0$a301280a@phx.gbl...

I would suggest doing the following:
Before your first synchronise, rename the Contacts folder in Outlook to
something else i.e. Personal Contacts. Create a new Contacts folder.
Now synchronise (Click Go Offline). I would suggest to tick the do not
update Outlook Initially as the 1st pass with create the schema on your
local MSDE database and this takes a while if you have the check box
cleared.

The use can still use both Contacts folders for email lookups.

Hope this helps you.

Paul.

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"Dave Carr" <anonymous@discussions.microsoft.com> wrote in message
news:58a801c4008a$39b29bf0$a301280a@phx.gbl...