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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Synchronizing Contacts, Tasks, and Appointments

One of the main benefits of Microsoft Dynamics CRM for Outlook is that the system automatically synchronizes your contacts, tasks, and appointments between Outlook and Microsoft Dynamics CRM. If you create a new contact in the Microsoft Dynamics CRM Web client, the system can automatically download a copy of that contact into Outlook. Likewise, if you update a contact’s information (with a new address or phone number, for example) in Outlook, the system updates the Microsoft Dynamics CRM database. If other users of your system synchronize the updated contact to their Outlook file, they receive your updates in the next sync process. This bi-directional update of contact information between Outlook ...

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