Complicating the synchronization setup with newly created entities

Complicating the synchronization setup with newly created entities

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During one of the conferences I attended where I spoke about Outlook Synchronization, the request was to talk about the creation of new entities and extending the solution with new fields. Let’s do this now with a new blog. First of all, you need to ensure you have applied latest patches and fixes. For this you can use my earlier blog I created Baseline implementation utilizing Outlook Synchronization in Dynamics NAV 2009 R2, especially we must apply the following code adjustment discussed in the following KB article 2703500 Empty contacts are created in dedicated Outlook Synch folder when you perform the Outlook synchronization in Microsoft Dynamics NAV 2009

The scenario is as follows. We want to split the Dynamics NAV contacts of person type in Belgium ones and Dutch ones. We first delete the CONT_PERS entity. To do so, start up RTC and select CRONUS International Ltd./Departments/Administration/Application Setup/Microsoft Office Outlook Integration/Outlook Synch. User Setup. Manually select all lines and either press CTRL+DEL or right click and select Delete. Second step is to delete the CONT_PERS entity. To do so, follow these steps. In RTC, select CRONUS International Ltd./Departments/Administration/Application Setup/Microsoft Office Outlook Integration/Outlook Synch. Entities, select CONT_SP and press CTRL+SHIFT+E or right click the entity and select Delete. Confirm the deletion that collections will be updated automatically.

Result of this is that we now have the following standard entities: CONT_SP, CONT_COMP, TASK and APP. Let us now create a two new entities. In RTC, select CRONUS International Ltd./Departments/Administration/Application Setup/Microsoft Office Outlook Integration/Outlook Synch. Entities, press New and type in a unique code and a unique description. E.g.:

image

After that select Related Information, Synch. Entity, Reset to defaults, select Microsoft Dynamics NAV Contacts of the Person type and press OK.

NOTE: you should do similar steps to create another entity for the Dutch contacts of person type.

Now it is time to add dependencies for APP entity and TASK entity. To do so, in RTC select CRONUS International Ltd./Departments/Administration/Application Setup/Microsoft Office Outlook Integration/Outlook Synch. Entities, select APP entity, press Actions, select Edit or right click on the entity and select Edit. You could also select the entity and press CTRL+SHIFT+E. Now select the first line and select Recipients under Outlook Collection. Press SHIFT+F8 or right click on Recipients and select DrillDown.

Now ensure the Table Relations do look like the following:

image

We also need to change Table Relations for the Links of the TASK entity. To do so, in RTC select CRONUS International Ltd./Departments/Administration/Application Setup/Microsoft Office Outlook Integration/Outlook Synch. Entities, select TASK entity, press Actions, select Edit or right click on the entity and select Edit. You could also select the entity and press CTRL+SHIFT+E. Now select the first line and select Links under Outlook Collection. Press SHIFT+F8 or right click on Links and select DrillDown.

Now ensure the Table Relations do look like the following:

image

Last but not least we need to add the Outlook Synchronization Users. In RTC, select CRONUS International Ltd./Departments/Administration/Application Setup/Microsoft Office Outlook Integration/Outlook Synch. User Setup. For every entity, add a line. E.g.:

image

To test this new configuration, you could try the following.

1. (Re)Configure the Outlook Add-In so that they are populated with new folders
2. Ensure there are contacts where Country/Region Code do have NL / BE set
3. Perform a synchronization

Result:
The Dynamics NAV contacts of company type assigned to salesperson Marco Mels do synchronize correctly.
The Belgium Dynamics NAV contacts of person type do synchronize correctly.
The Belgium Dynamics NAV contacts of person type do synchronize correctly.

4. Create a To-Do of meeting type and add two attendees where one attendee is a Dutch contact of person type and the other attendee is a Belgium contact of person type
5. Perform a synchronization

Result:
A calendar entry is created in Outlook with the meeting organizer which is the salesperson Marco Mels and the Belgium and Dutch contact of person type

Regards,

Marco Mels
CSS EMEA

This posting is provided "AS IS" with no warranties, and confers no rights

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