Wednesday, November 26, 2008

Understanding How Outlook Synchronization Handles Deletions

When Microsoft Dynamics CRM for Outlook and Microsoft Dynamics CRM synchronize, records that you delete in Microsoft Dynamics CRM for Outlook are also deleted in Microsoft Dynamics CRM, with the following exceptions:

  • If a contact is deleted in Outlook and the contact is not owned by you, the contact is deleted in Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook.
  • If a contact is deleted in Outlook and is owned by you, the contact is not deleted in Microsoft Dynamics CRM or Microsoft Dynamics CRM for Outlook, but the link is broken and the record is not updated or recreated in Outlook.
  • If a contact is deleted in Microsoft Dynamics CRM or Microsoft Dynamics CRM for Outlook and the contact is owned by you, it is not deleted in Outlook, but the link is broken and the record is not updated.
  • When you delete an e-mail message, contact, completed task, past appointment, or service activity in Outlook, it is not deleted in Microsoft Dynamics CRM, but the link is broken. However, if you delete a pending (incomplete) task or future appointment in Outlook, it is also deleted in Microsoft Dynamics CRM.

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