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
