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Ever wondered what fields in Outlook map to what fields in CRM? Wonder no more. (NB: In the current versions, these mappings are not customizable or extensible.)
Field in Outlook
Field in CRM
Task
Body
description
Due Date
scheduledend
Priority
priority
Start Date
scheduledstart
Status
computed from Activity State Code and Appointment Status Code
Subject
subject
Unsynchronized Outlook fields include: Reminder, Contacts, Categories, Privacy Flag, Date Completed, Total Work, Companies, Mileage, Billing Information
Appointment
All Day Event
isalldayevent
Duration
scheduleddurationminutes
End
Location
location
Optional Attendees
optionalattendees
Organizer
organizer
Required Attendees
requiredattendees
Show Time As
Start
Unsynchronized Outlook fields include: Label, Reminder, Contacts, Categories, Privacy Flag, Importance Flag
Contact
Anniversary
anniversary
Assistant Name
assistantname
Assistant Telephone Number
assistantphone
Birthday
birthdate
Business Fax Number
fax
Business Telephone Number
telephone1
Children
childrensnames
Department
department
Email1Address
emailaddress1
Email2Address
emailaddress2
Email3Address
emailaddresss3
First Name
firstname
FTP Site
ftpsiteurl
Government ID Number
governmentid
Home Telephone Number
telephone2
Job Title
jobtitle
Last Name
lastname
Mailing Address City
address1_city
Mailing Address Country
addresss1_country
Mailing Address Post Office Box
addresss1_postofficebox
Mailing Address Postal Code
address1_postalcode
Mailing Address State
addresss1_stateorprovince
Mailing Address Street
address1_line1; address1_line2; address1_line3
Manager Name
managername
Middle Name
middlename
Mobile Telephone Number
mobilephone
Nickname
nickname
Other Telephone Number
telephone3
Pager Number
pager
Spouse
spousesname
Suffix
suffix
Title
salutation
Web Page
websiteurl
Yomi First Name
yomifirstname
Yomi Last Name
yomilastname
Unsynchronized Outlook fields include: Photo, IM Address, Other phone numbers, Office, Profession, NetMeeting Settings, Free/Busy Server Settings
Interesting story: We managed to release three versions without anyone really asking for this info. Then, in recent months, a deluge of requests came in. The truth is that we didn't have it - if it ever existed, it was lost in the sands of time. These excuses didn't go down well, someone pointed out quite snidely that creating it would be the work of a few minutes for someone with access to the code. So one day, no doubt I was procrastinating about something even more painful, I sat down and did it. It wasn't the work of a few minutes. It took about three hours of wading through code and the help of two devs. Thanks to Elliot Lewis and Navin Thadani!
- Ilana Smith.
We also would like to request a way to map the Parent Company to the Contact.
Thanks
Susan
Thanks for doing this - came in handy for a client today.
As a request for future release, we should be able customize those mappings, after competing products using Intellisync and others have been able to do that for years!
any mod for outlook 2007 on this?
We need to adopt a corporate format for phone number. It is + followed by separate groups of digits without parenthesis.
It appears that outlook is systematically adding parenthesis on client synch, then the CRMclient updates the CRM data according changes in outlook...when some user open the updated contact our javascript reformat the phone number....
Could we tell the outlook client to not take care of outlook updates when they only concern parenthesis ?
Hello,
I have contacts in the outlook that synchronize with the CRM contacts.
I need to map the Comapny Name field in outlook to a Customize field in CRM
Example:
comapnyName (Outlook Field)
new_CompanyName (CRM customize Field)
Mapping :
comapnyName --> new_CompanyName
How can i do it?
Thanks,
Amir
Many of the responses to this posting have been about the Company name not mapping to Outlook, and rightfully so. For those interested in resolution to this you can visit the Sandbox and download the code as referenced above by Jurgen or check out this great posting by Frank at Workopia http://www.workopia.com/howto/DisplayParentAccountOutlookContactForm.htm.
Another big issue with the sync between Outlook and CRM are the multiple addresses. Ilana - can you provide any infor on how multiple addresses could be synchronized to the Outlook multiple addresses?
Eric Boocock