Tech Support > Microsoft Windows > Windows CRM > SFO Contact sync w/ Outlook Contact Categories
SFO Contact sync w/ Outlook Contact Categories
Posted by Carroll Little on May 23rd, 2005


In MS Outlook, and single Contact may be associated with several Categories
(the "Categories" button along the bottom right of a standard Outlook contact
form). If a Contact has several Categories listed, how do these category
values map into CRM when they are imported?

Because of the present architecture of CRM, it would seem that there is a
series of boolean fields (yes or no) since a CRM pick list can hold only one
value.

If we decide to continue to use our client's categories for Contacts, can I
control the mapping from Outlook to CRM so that all the Outlook categories
are referenced in the CRM Contact form?

--
Carroll Little
Vis.align, LLC
610-692-3290 x3326
www.visalign.com

Posted by MattNC on May 23rd, 2005


You can create custom fields in CRM for your Outlook categories and when a
user imports their contacts from Outlook they can choose which categories to
map. However, if you have 4 different categories, you will need to create 4
different custom picklist fields in CRM, since you can't multi-select values
from a picklist.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Carroll Little" wrote: