Microsoft CRM Implementations
(801) 683-0049
By Sam Walker on 4/11/2011 9:04 AM

I've seen a lot of confusion surrounding the syncing among CRM, Outlook, Exchange, and a cell phone, and thought I'd make a simple diagram to hopefully clear the mud.

Here is a scenario to help illustrate the point

  • I enter a contact into Microsoft CRM
  • The Microsoft CRM Outlook Client picks up the contact, and pulls it into my Outlook contacts
  • The Exchange server sees the new contact in my Outlook contacts, and adds syncs it with Exchange
  • My phone, which is connected to my Exchange server and set up to sync contacts, sees the new contact and saves it
  • I can now view my contact record on my phone

Get Started!

Free Microsoft Dynamics CRM Online 30 Day Trial