Steps to Set Up Outlook to Use the CRM Address Book / Contacts

This came from an internal source (Neil Harman, who's too shy to blog) and I thought I'd pass it along:

You might find this useful to resolve CRM to Outlook sync issues. The objective is to see the CRM contacts when you click on the ‘To: button’ in an email. When it works, in the Address book drop down, select CRM Contacts and you should see the CRM list, as below.

To set up -

1. In Outlook, click on the 'CRM' button on the Menu bar 2. Select 'Options'

3. Click on the 'Address Book' tab

4. Select 'Match all contacts in Microsoft Dynamics CRM'

5. Select 'Match all items in Microsoft Dynamics CRM'

6. Click 'OK'

7. Synchronize Outlook.

8. Go into the modify local data groups in the Outlook toolbar under CRM. Make my contacts inactivate by clicking on the red button then select the inactive tab and click the green button to re-enable it. Click OK.

If this fails –

Verify that the address book check box is selected to synch by doing the following

1. Click start Microsoft Dynamics CRM 4.0 Diagnostics.

2. Click support mode

3. Make sure that there is a check mark in address book synchronization.

4. Click save.

If it still does not work, apply KB957703, uninstall the outlook CRM client and reinstall – this sets up all the above correctly.