Wonder what happens when you remove Tracked Records between Microsoft Outlook and Microsoft Dynamics CRM?

Wonder what happens when you remove Tracked Records between Microsoft Outlook and Microsoft Dynamics CRM?

Details regarding synchronization of records between Microsoft Outlook and Microsoft Dynamics CRM.

With this post, I want to make it easier for users to understand what happens when some of their records are removed from Microsoft Outlook or Microsoft Dynamics CRM so I decided to write a simple summary of what happens when the different records tracked between Microsoft Outlook and Microsoft Dynamics CRM are removed from either side.

Details regarding synchronization of records between Microsoft Outlook and Microsoft Dynamics CRM.

With this post, I want to make it easier for users to understand what happens when some of their records are removed from Microsoft Outlook or Microsoft Dynamics CRM so I decided to write a simple summary of what happens when the different records tracked between Microsoft Outlook and Microsoft Dynamics CRM are removed from either side.

Deleted in Microsoft Outlook:

Record Type In Outlook In CRM
Contacts Deleted Remains (synchronizes back to owner's Outlook when modified in the future)
Emails Deleted Remains
Open Appointments Deleted Deleted* when done by Organizer. Remains in CRM if deleted from one of Attendees Outlook
Canceled or Completed Appointments Deleted Remains
Open Tasks Deleted Deleted*
Cancelled or Completed Tasks Deleted Remains

 

 

Deleted in Microsoft Dynamics CRM:

Record Type In CRM In Outlook
Contacts Deleted* Deleted for all users except contact owner (Contact will be unlinked)
Emails Deleted* Remains
Open Appointments Deleted* Deleted from Outlook for all users when deleted in MSCRM if Appointment start time is in the future
Canceled or Completed Appointments Deleted* Remains
Open Tasks Deleted* Deleted
Cancelled or Completed Tasks Deleted* Remains

 

Deleted* = Permissions have been granted to allow deletion of CRM Records within the User's CRM Security Role.


Microsoft Dynamics CRM Blog