Discussion:
Cell Phone/Laptop Client/CRM User Sync Architectural Question...
(too old to reply)
Patrick
2007-12-14 23:05:00 UTC
Permalink
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....

Current Situation:
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange

We Want:
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)

We Do Not Want:
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.

Question:
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that I am
missing something basic and would be very grateful for any advice.

Thanks,
Pat
manick
2007-12-17 04:33:01 UTC
Permalink
Hi Patrick,

If you are not able to arrive the solution using existing option, please let
me know.

We can discuss about custom solutions.

Regards
Manick
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that I am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
Bob
2007-12-17 19:18:07 UTC
Permalink
This is not a forum for you to prospect for work. I keep seeing you offer
your services, but never a solution. This forum is for a free exchange of
knowledge so that everyone benefits, while your technique is for your benefit
only. Please stop selling your services in this forum and go find work the
same way everyone else does, by marketing in appropriate locations!
Post by manick
Hi Patrick,
If you are not able to arrive the solution using existing option, please let
me know.
We can discuss about custom solutions.
Regards
Manick
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that I am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
Bluesky
2007-12-17 20:50:54 UTC
Permalink
Bob,

It is a nuisance to see these guys trying to use the forum for getting
business. It is robbing other visitors of seeing and sharing
free information. Invitinig visitor to chat on messangers, call me and I can
help kind a tactics will do no good.
Let's kick them out!
Post by Bob
This is not a forum for you to prospect for work. I keep seeing you offer
your services, but never a solution. This forum is for a free exchange of
knowledge so that everyone benefits, while your technique is for your benefit
only. Please stop selling your services in this forum and go find work the
same way everyone else does, by marketing in appropriate locations!
Post by manick
Hi Patrick,
If you are not able to arrive the solution using existing option, please let
me know.
We can discuss about custom solutions.
Regards
Manick
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that I am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
manick
2007-12-18 04:58:00 UTC
Permalink
Apologies for the post if this is creating any selling impact.

Manick
Post by Bluesky
Bob,
It is a nuisance to see these guys trying to use the forum for getting
business. It is robbing other visitors of seeing and sharing
free information. Invitinig visitor to chat on messangers, call me and I can
help kind a tactics will do no good.
Let's kick them out!
Post by Bob
This is not a forum for you to prospect for work. I keep seeing you offer
your services, but never a solution. This forum is for a free exchange of
knowledge so that everyone benefits, while your technique is for your benefit
only. Please stop selling your services in this forum and go find work the
same way everyone else does, by marketing in appropriate locations!
Post by manick
Hi Patrick,
If you are not able to arrive the solution using existing option, please let
me know.
We can discuss about custom solutions.
Regards
Manick
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that I am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
Matt Parks
2007-12-18 19:14:41 UTC
Permalink
Perhaps the apology would carry more weight if you hadn't already apologized
back in October & November for the exact same thing. Let's check your
history here and see how many of your posts don't have something to the tune
of "if you are insterested in a custom solution, let me know" in it. At
quick glance, I see 31 posts on this group by you: 3 are the "apologies"
and 26 are basic solicitations for work that have not shared any info with
the group at all.
--
Matt Parks
MVP - Dynamics CRM


"manick" <***@discussions.microsoft.com> wrote in message news:35E76B4F-7B60-43AB-B879-***@microsoft.com...
Apologies for the post if this is creating any selling impact.

Manick
Post by Bluesky
Bob,
It is a nuisance to see these guys trying to use the forum for getting
business. It is robbing other visitors of seeing and sharing
free information. Invitinig visitor to chat on messangers, call me and I can
help kind a tactics will do no good.
Let's kick them out!
Post by Bob
This is not a forum for you to prospect for work. I keep seeing you offer
your services, but never a solution. This forum is for a free exchange of
knowledge so that everyone benefits, while your technique is for your benefit
only. Please stop selling your services in this forum and go find work the
same way everyone else does, by marketing in appropriate locations!
Post by manick
Hi Patrick,
If you are not able to arrive the solution using existing option,
please
let
me know.
We can discuss about custom solutions.
Regards
Manick
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the
only
dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion
that
I am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
manick
2007-12-19 04:00:01 UTC
Permalink
Hi,

Henceforth i will share the information without any solicitations for work.
Please watch.

Manick
Post by Matt Parks
Perhaps the apology would carry more weight if you hadn't already apologized
back in October & November for the exact same thing. Let's check your
history here and see how many of your posts don't have something to the tune
of "if you are insterested in a custom solution, let me know" in it. At
quick glance, I see 31 posts on this group by you: 3 are the "apologies"
and 26 are basic solicitations for work that have not shared any info with
the group at all.
--
Matt Parks
MVP - Dynamics CRM
Apologies for the post if this is creating any selling impact.
Manick
Post by Bluesky
Bob,
It is a nuisance to see these guys trying to use the forum for getting
business. It is robbing other visitors of seeing and sharing
free information. Invitinig visitor to chat on messangers, call me and I can
help kind a tactics will do no good.
Let's kick them out!
Post by Bob
This is not a forum for you to prospect for work. I keep seeing you offer
your services, but never a solution. This forum is for a free exchange of
knowledge so that everyone benefits, while your technique is for your benefit
only. Please stop selling your services in this forum and go find work the
same way everyone else does, by marketing in appropriate locations!
Post by manick
Hi Patrick,
If you are not able to arrive the solution using existing option,
please
let
me know.
We can discuss about custom solutions.
Regards
Manick
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the
only
dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion
that
I am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
Bluesky
2007-12-20 04:40:30 UTC
Permalink
Yes Manick. No more business propositions - direct or indirect.
Post by manick
Hi,
Henceforth i will share the information without any solicitations for work.
Please watch.
Manick
Post by Matt Parks
Perhaps the apology would carry more weight if you hadn't already apologized
back in October & November for the exact same thing. Let's check your
history here and see how many of your posts don't have something to the tune
of "if you are insterested in a custom solution, let me know" in it. At
quick glance, I see 31 posts on this group by you: 3 are the "apologies"
and 26 are basic solicitations for work that have not shared any info with
the group at all.
--
Matt Parks
MVP - Dynamics CRM
Apologies for the post if this is creating any selling impact.
Manick
Post by Bluesky
Bob,
It is a nuisance to see these guys trying to use the forum for getting
business. It is robbing other visitors of seeing and sharing
free information. Invitinig visitor to chat on messangers, call me and
I
can
help kind a tactics will do no good.
Let's kick them out!
Post by Bob
This is not a forum for you to prospect for work. I keep seeing you offer
your services, but never a solution. This forum is for a free
exchange
of
knowledge so that everyone benefits, while your technique is for your benefit
only. Please stop selling your services in this forum and go find
work
the
same way everyone else does, by marketing in appropriate locations!
Post by manick
Hi Patrick,
If you are not able to arrive the solution using existing option,
please
let
me know.
We can discuss about custom solutions.
Regards
Manick
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the
only
dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for
each
other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop
Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by
that
with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using
the
Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion
that
I am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
Jeffry van de Vuurst
2007-12-18 21:51:10 UTC
Permalink
And in the mean time, your question remains unanswered. Let me give it a
try.

Maybe I am thinking to simplistic, but can't you create contact records in
Exchange for every employee and sync those contacts to your cell phones. If
all you need is each others contact data on the cell phone, then you don't
even need CRM for this, just use Exchange.

Maybe I'm missing something, but at least we can start the discussion :).
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog

"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that I am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
Patrick
2007-12-21 15:21:00 UTC
Permalink
Thank you Jeffry. I just got this post. I had checked the 'notify me of
replies' box, got Manick's post, ignored it, and no forther notifications
came to me. It was just serendipity that I happened upon all of this activity
in my post.

I did some looking around for ways to sync Exchange data to my phone, but
the only mechanism that I found was via Outlook Contacts, and hence my
problem. If there is another mechanism, a general pointer to the area I
should be looking into would be very much appreciated. I will publish any
insights I gain in this matter to futher the spirit of sharing in this forum.

On a related phone sync topic... About 1/3 of my company deals with Leads
marketing purposes, and 2/3 deal with Contacts for sales and support. The
marketing guys want their Leads on thier phones, but it appears that Leads go
into the CRM database in the Outlook client and not into the Contact folder
which sync's to a phone. Very possible that I am missing something obvious,
but thought I would give it a try.

Again, thanks for the sharing. It promotes a true learning orientation
amongst us users.

Patrick
Post by Jeffry van de Vuurst
And in the mean time, your question remains unanswered. Let me give it a
try.
Maybe I am thinking to simplistic, but can't you create contact records in
Exchange for every employee and sync those contacts to your cell phones. If
all you need is each others contact data on the cell phone, then you don't
even need CRM for this, just use Exchange.
Maybe I'm missing something, but at least we can start the discussion :).
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop Client for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the Mobile x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that I am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
Jeffry van de Vuurst
2008-01-09 23:50:34 UTC
Permalink
Hi Patrick,

Sorry I didn't get back earlier, been caught up in a lot of work.

So, you don't want to mess up CRM with your employee contacts. But if you
add contacts to Outlook, they don't automatically appear in CRM if I'm not
mistaken, so shouldn't that work then?

About the leads, correct, they don't go into your Contacts folder. If you
want leads on your phone you would something like a mobile crm client.
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog

"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
Thank you Jeffry. I just got this post. I had checked the 'notify me of
replies' box, got Manick's post, ignored it, and no forther notifications
came to me. It was just serendipity that I happened upon all of this activity
in my post.
I did some looking around for ways to sync Exchange data to my phone, but
the only mechanism that I found was via Outlook Contacts, and hence my
problem. If there is another mechanism, a general pointer to the area I
should be looking into would be very much appreciated. I will publish any
insights I gain in this matter to futher the spirit of sharing in this forum.
On a related phone sync topic... About 1/3 of my company deals with Leads
marketing purposes, and 2/3 deal with Contacts for sales and support. The
marketing guys want their Leads on thier phones, but it appears that Leads go
into the CRM database in the Outlook client and not into the Contact folder
which sync's to a phone. Very possible that I am missing something obvious,
but thought I would give it a try.
Again, thanks for the sharing. It promotes a true learning orientation
amongst us users.
Patrick
Post by Jeffry van de Vuurst
And in the mean time, your question remains unanswered. Let me give it a
try.
Maybe I am thinking to simplistic, but can't you create contact records in
Exchange for every employee and sync those contacts to your cell phones. If
all you need is each others contact data on the cell phone, then you don't
even need CRM for this, just use Exchange.
Maybe I'm missing something, but at least we can start the discussion :).
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop
Client
for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the
Mobile
x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that
I
am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
Patrick
2008-01-10 00:10:42 UTC
Permalink
Jeffry
I don't mind people entering CRM Contact in from Outlook with the 'Track in
CRM' feature. The problem I am trying to avoid is when a user enters a
business contact into his telephone. The contact then gets synch'ed to his
Outlook contact folder. Chances are that when the sales person gets back to
their desk/laptop they will not remember to look up the contact and then hit
the 'Track in CRM' button. This results in part of our company customer data
being in CRM and part scattered in people's Outlook folders. Then there is
the problem of that Contact actually being a CRM Lead and the problem gets
stickier.

I was looking to avoid these problems by installing Microsoft'es Mobile CRM
and letting people deal with a mobile client. Part of that process involves
installing ISA. Well, I started doing that a couple of hours ago, threw up my
hands when it clobbered a lot of network functionality in my shop and
uninstalled it. That little exercise has blown come of my certificate
settings and host header values causing my phone to be off the hook with
users complaining that RPC over HTTP isn't working. I assume that I will be
here in the office for a chunk of my normal sleep time tonight sorting it all
out.

I did some research and saw your name associated with an alternative mobile
solution. I'll try and look you up out side of this forum and ask your advice
about an easier to install/manage alternative to Microsoft's mobile solution.
Someone who called themself my regional Microsoft CRM account rep called me
recently to ask how things were going. I had my say about the pluses and
minuses, and asked for the name of someone who actually has implemented the
microsoft mobile crm solution. Still waiting to hear back on that one, but
don't anticipate holding my breath until I do.

Thanks again Jeffry!
Pat
Post by manick
Hi Patrick,
Sorry I didn't get back earlier, been caught up in a lot of work.
So, you don't want to mess up CRM with your employee contacts. But if you
add contacts to Outlook, they don't automatically appear in CRM if I'm not
mistaken, so shouldn't that work then?
About the leads, correct, they don't go into your Contacts folder. If you
want leads on your phone you would something like a mobile crm client.
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
Thank you Jeffry. I just got this post. I had checked the 'notify me of
replies' box, got Manick's post, ignored it, and no forther notifications
came to me. It was just serendipity that I happened upon all of this activity
in my post.
I did some looking around for ways to sync Exchange data to my phone, but
the only mechanism that I found was via Outlook Contacts, and hence my
problem. If there is another mechanism, a general pointer to the area I
should be looking into would be very much appreciated. I will publish any
insights I gain in this matter to futher the spirit of sharing in this forum.
On a related phone sync topic... About 1/3 of my company deals with Leads
marketing purposes, and 2/3 deal with Contacts for sales and support. The
marketing guys want their Leads on thier phones, but it appears that Leads go
into the CRM database in the Outlook client and not into the Contact folder
which sync's to a phone. Very possible that I am missing something obvious,
but thought I would give it a try.
Again, thanks for the sharing. It promotes a true learning orientation
amongst us users.
Patrick
Post by Jeffry van de Vuurst
And in the mean time, your question remains unanswered. Let me give it a
try.
Maybe I am thinking to simplistic, but can't you create contact records in
Exchange for every employee and sync those contacts to your cell phones. If
all you need is each others contact data on the cell phone, then you don't
even need CRM for this, just use Exchange.
Maybe I'm missing something, but at least we can start the discussion :).
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop
Client
for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the
Mobile
x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that
I
am
missing something basic and would be very grateful for any advice.
Thanks,
Pat
Scott Moore: JourneyTEAM - EASI
2008-01-10 03:01:58 UTC
Permalink
Post by Jeffry van de Vuurst
Jeffry
I don't mind people entering CRM Contact in from Outlook with the 'Track in
CRM' feature. The problem I am trying to avoid is when a user enters a
business contact into his telephone. The contact then gets synch'ed to his
Outlook contact folder. Chances are that when the sales person gets back to
their desk/laptop they will not remember to look up the contact and then hit
the 'Track in CRM' button. This results in part of our company customer data
being in CRM and part scattered in people's Outlook folders. Then there is
the problem of that Contact actually being a CRM Lead and the problem gets
stickier.
I was looking to avoid these problems by installing Microsoft'es Mobile CRM
and letting people deal with a mobile client. Part of that process involves
installing ISA. Well, I started doing that a couple of hours ago, threw up my
hands when it clobbered a lot of network functionality in my shop and
uninstalled it. That little exercise has blown come of my certificate
settings and host header values causing my phone to be off the hook with
users complaining that RPC over HTTP isn't working. I assume that I will be
here in the office for a chunk of my normal sleep time tonight sorting it all
out.
I did some research and saw your name associated with an alternative mobile
solution. I'll try and look you up out side of this forum and ask your advice
about an easier to install/manage alternative to Microsoft's mobile solution.
Someone who called themself my regional Microsoft CRM account rep called me
recently to ask how things were going. I had my say about the pluses and
minuses, and asked for the name of someone who actually has implemented the
microsoft mobile crm solution. Still waiting to hear back on that one, but
don't anticipate holding my breath until I do.
Thanks again Jeffry!
Pat
Post by manick
Hi Patrick,
Sorry I didn't get back earlier, been caught up in a lot of work.
So, you don't want to mess up CRM with your employee contacts. But if you
add contacts to Outlook, they don't automatically appear in CRM if I'm not
mistaken, so shouldn't that work then?
About the leads, correct, they don't go into your Contacts folder. If you
want leads on your phone you would something like a mobile crm client.
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
Thank you Jeffry. I just got this post. I had checked the 'notify me of
replies' box, got Manick's post, ignored it, and no forther notifications
came to me. It was just serendipity that I happened upon all of this activity
in my post.
I did some looking around for ways to sync Exchange data to my phone, but
the only mechanism that I found was via Outlook Contacts, and hence my
problem. If there is another mechanism, a general pointer to the area I
should be looking into would be very much appreciated. I will publish any
insights I gain in this matter to futher the spirit of sharing in this forum.
On a related phone sync topic... About 1/3 of my company deals with Leads
marketing purposes, and 2/3 deal with Contacts for sales and support. The
marketing guys want their Leads on thier phones, but it appears that Leads go
into the CRM database in the Outlook client and not into the Contact folder
which sync's to a phone. Very possible that I am missing something obvious,
but thought I would give it a try.
Again, thanks for the sharing. It promotes a true learning orientation
amongst us users.
Patrick
Post by Jeffry van de Vuurst
And in the mean time, your question remains unanswered. Let me give it a
try.
Maybe I am thinking to simplistic, but can't you create contact records in
Exchange for every employee and sync those contacts to your cell phones. If
all you need is each others contact data on the cell phone, then you don't
even need CRM for this, just use Exchange.
Maybe I'm missing something, but at least we can start the discussion :).
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
First let me apologize for this question. I am sure that there is something
very simple and obvious that I am missing, but I am told that the only dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each other
(work and personal) so that we can text/email/voice dial/etc. each other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop
Client
for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the
Mobile
x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that
I
am
missing something basic and would be very grateful for any advice.
Thanks,
Pat- Hide quoted text -
- Show quoted text -
Patrick,

I read your post about trying the CRM Mobile Express client, but I am
not quite sure what the issues are based on the recommendations you
have received. If you use the CRM Mobile Express client for tracking/
entering leads, use local Outlook contacts to store employees (not
tracked in CRM), and have your employees add contacts needed in CRM
via the Mobile Express client....doesn't that solve your problem?

Scott
www.easiintl.com
Patrick
2008-01-10 03:22:01 UTC
Permalink
Hi Scott,
A couple of things. I have not tried CRM Mobile Express, just the CRM
Mobile. I would be interested to hear of anyone's experiences with the
Express version. Regarding Outlook and our CRM Users; I desire to have a
single place to edit changes to the CRM Users data. I must admit that I have
not done a ton of experiments with the Global Address Book but what I do
remember is that there wasn't a one-to-one mapping between the fields
available in the Active Directory and an Outlook Contact and that it was a
pretty thin amount of data that one could store in the GAL. Will look more
deeply into this part. Thanks Scott...
Pat
Post by manick
Post by Jeffry van de Vuurst
Jeffry
I don't mind people entering CRM Contact in from Outlook with the 'Track in
CRM' feature. The problem I am trying to avoid is when a user enters a
business contact into his telephone. The contact then gets synch'ed to his
Outlook contact folder. Chances are that when the sales person gets back to
their desk/laptop they will not remember to look up the contact and then hit
the 'Track in CRM' button. This results in part of our company customer data
being in CRM and part scattered in people's Outlook folders. Then there is
the problem of that Contact actually being a CRM Lead and the problem gets
stickier.
I was looking to avoid these problems by installing Microsoft'es Mobile CRM
and letting people deal with a mobile client. Part of that process involves
installing ISA. Well, I started doing that a couple of hours ago, threw up my
hands when it clobbered a lot of network functionality in my shop and
uninstalled it. That little exercise has blown come of my certificate
settings and host header values causing my phone to be off the hook with
users complaining that RPC over HTTP isn't working. I assume that I will be
here in the office for a chunk of my normal sleep time tonight sorting it all
out.
I did some research and saw your name associated with an alternative mobile
solution. I'll try and look you up out side of this forum and ask your advice
about an easier to install/manage alternative to Microsoft's mobile solution.
Someone who called themself my regional Microsoft CRM account rep called me
recently to ask how things were going. I had my say about the pluses and
minuses, and asked for the name of someone who actually has implemented the
microsoft mobile crm solution. Still waiting to hear back on that one, but
don't anticipate holding my breath until I do.
Thanks again Jeffry!
Pat
Post by manick
Hi Patrick,
Sorry I didn't get back earlier, been caught up in a lot of work.
So, you don't want to mess up CRM with your employee contacts. But if you
add contacts to Outlook, they don't automatically appear in CRM if I'm not
mistaken, so shouldn't that work then?
About the leads, correct, they don't go into your Contacts folder. If you
want leads on your phone you would something like a mobile crm client.
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
Thank you Jeffry. I just got this post. I had checked the 'notify me of
replies' box, got Manick's post, ignored it, and no forther notifications
came to me. It was just serendipity that I happened upon all of this activity
in my post.
I did some looking around for ways to sync Exchange data to my phone, but
the only mechanism that I found was via Outlook Contacts, and hence my
problem. If there is another mechanism, a general pointer to the area I
should be looking into would be very much appreciated. I will publish any
insights I gain in this matter to futher the spirit of sharing in this forum.
On a related phone sync topic... About 1/3 of my company deals with Leads
marketing purposes, and 2/3 deal with Contacts for sales and support. The
marketing guys want their Leads on thier phones, but it appears that Leads go
into the CRM database in the Outlook client and not into the Contact folder
which sync's to a phone. Very possible that I am missing something obvious,
but thought I would give it a try.
Again, thanks for the sharing. It promotes a true learning orientation
amongst us users.
Patrick
Post by Jeffry van de Vuurst
And in the mean time, your question remains unanswered. Let me give it a
try.
Maybe I am thinking to simplistic, but can't you create contact records in
Exchange for every employee and sync those contacts to your cell phones. If
all you need is each others contact data on the cell phone, then you don't
even need CRM for this, just use Exchange.
Maybe I'm missing something, but at least we can start the discussion :).
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
First let me apologize for this question. I am sure that there is
something
very simple and obvious that I am missing, but I am told that the only
dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each
other
(work and personal) so that we can text/email/voice dial/etc. each
other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One
approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop
Client
for
download to Outlook with the byproduct of downloading to the cell phones.
This seemed to cause me trouble when MY contact info with MY email
address
showed up in My Outlook contacts. CRM seemed to get confused by that with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the
Mobile
x
Global Address List lookup from the cell phones. Work OK, but the contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that
I
am
missing something basic and would be very grateful for any advice.
Thanks,
Pat- Hide quoted text -
- Show quoted text -
Patrick,
I read your post about trying the CRM Mobile Express client, but I am
not quite sure what the issues are based on the recommendations you
have received. If you use the CRM Mobile Express client for tracking/
entering leads, use local Outlook contacts to store employees (not
tracked in CRM), and have your employees add contacts needed in CRM
via the Mobile Express client....doesn't that solve your problem?
Scott
www.easiintl.com
Scott Moore: JourneyTEAM - EASI
2008-01-10 04:10:11 UTC
Permalink
Post by Patrick
Hi Scott,
A couple of things. I have not tried CRM Mobile Express, just the CRM
Mobile. I would be interested to hear of anyone's experiences with the
Express version. Regarding Outlook and our CRM Users; I desire to have a
single place to edit changes to the CRM Users data. I must admit that I have
not done a ton of experiments with the Global Address Book but what I do
remember is that there wasn't a one-to-one mapping between the fields
available in the Active Directory and an Outlook Contact and that it was a
pretty thin amount of data that one could store in the GAL. Will look more
deeply into this part. Thanks Scott...
Pat
Post by manick
Post by Jeffry van de Vuurst
Jeffry
I don't mind people entering CRM Contact in from Outlook with the 'Track in
CRM' feature. The problem I am trying to avoid is when a user enters a
business contact into his telephone. The contact then gets synch'ed to his
Outlook contact folder. Chances are that when the sales person gets back to
their desk/laptop they will not remember to look up the contact and then hit
the 'Track in CRM' button. This results in part of our company customer data
being in CRM and part scattered in people's Outlook folders. Then there is
the problem of that Contact actually being a CRM Lead and the problem gets
stickier.
I was looking to avoid these problems by installing Microsoft'es Mobile CRM
and letting people deal with a mobile client. Part of that process involves
installing ISA. Well, I started doing that a couple of hours ago, threw up my
hands when it clobbered a lot of network functionality in my shop and
uninstalled it. That little exercise has blown come of my certificate
settings and host header values causing my phone to be off the hook with
users complaining that RPC over HTTP isn't working. I assume that I will be
here in the office for a chunk of my normal sleep time tonight sorting it all
out.
I did some research and saw your name associated with an alternative mobile
solution. I'll try and look you up out side of this forum and ask your advice
about an easier to install/manage alternative to Microsoft's mobile solution.
Someone who called themself my regional Microsoft CRM account rep called me
recently to ask how things were going. I had my say about the pluses and
minuses, and asked for the name of someone who actually has implemented the
microsoft mobile crm solution. Still waiting to hear back on that one, but
don't anticipate holding my breath until I do.
Thanks again Jeffry!
Pat
Post by manick
Hi Patrick,
Sorry I didn't get back earlier, been caught up in a lot of work.
So, you don't want to mess up CRM with your employee contacts. But if you
add contacts to Outlook, they don't automatically appear in CRM if I'm not
mistaken, so shouldn't that work then?
About the leads, correct, they don't go into your Contacts folder. If you
want leads on your phone you would something like a mobile crm client.
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
Thank you Jeffry. I just got this post. I had checked the 'notify me of
replies' box, got Manick's post, ignored it, and no forther notifications
came to me. It was just serendipity that I happened upon all of this
activity
in my post.
I did some looking around for ways to sync Exchange data to my phone, but
the only mechanism that I found was via Outlook Contacts, and hence my
problem. If there is another mechanism, a general pointer to the area I
should be looking into would be very much appreciated. I will publish any
insights I gain in this matter to futher the spirit of sharing in this
forum.
On a related phone sync topic... About 1/3 of my company deals with Leads
marketing purposes, and 2/3 deal with Contacts for sales and support. The
marketing guys want their Leads on thier phones, but it appears that Leads
go
into the CRM database in the Outlook client and not into the Contact folder
which sync's to a phone. Very possible that I am missing something obvious,
but thought I would give it a try.
Again, thanks for the sharing. It promotes a true learning orientation
amongst us users.
Patrick
Post by Jeffry van de Vuurst
And in the mean time, your question remains unanswered. Let me give it a
try.
Maybe I am thinking to simplistic, but can't you create contact records
in
Exchange for every employee and sync those contacts to your cell phones.
If
all you need is each others contact data on the cell phone, then you
don't
even need CRM for this, just use Exchange.
Maybe I'm missing something, but at least we can start the discussion :).
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
First let me apologize for this question. I am sure that there is
something
very simple and obvious that I am missing, but I am told that the only
dumb
question is the unasked one (said with tongue deeply in cheek!)....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each
other
(work and personal) so that we can text/email/voice dial/etc. each
other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One
approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop
Client
for
download to Outlook with the byproduct of downloading to the cell
phones.
This seemed to cause me trouble when MY contact info with MY email
address
showed up in My Outlook contacts. CRM seemed to get confused by that
with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the
Mobile
x
Global Address List lookup from the cell phones. Work OK, but the
contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that
I
am
missing something basic and would be very grateful for any advice.
Thanks,
Pat- Hide quoted text -
- Show quoted text -
Patrick,
I read your post about trying the CRM Mobile Express client, but I am
not quite sure what the issues are based on the recommendations you
have received.  If you use the CRM Mobile Express client for tracking/
entering leads, use local Outlook contacts to store employees (not
tracked in CRM), and have your employees add contacts needed in CRM
via the Mobile Express client....doesn't that solve your problem?
Scott
www.easiintl.com- Hide quoted text -
- Show quoted text -
Patrick,

We run mobile express and I use it pretty often when I am in the car.
I went ahead and tested adding the user entity (Mobile Express
supports custom and standard entities) to CRM and published the
changes. I navigated to it using my cell phone, could see the list of
users, however I received an error when I tried to open a user
record. I probably need an update, but maybe someone else running
Mobile Express will see this and post their results.

Scott
www.easiintl.com
Patrick
2008-01-10 04:19:00 UTC
Permalink
Thanks Scott!
Post by manick
Post by Patrick
Hi Scott,
A couple of things. I have not tried CRM Mobile Express, just the CRM
Mobile. I would be interested to hear of anyone's experiences with the
Express version. Regarding Outlook and our CRM Users; I desire to have a
single place to edit changes to the CRM Users data. I must admit that I have
not done a ton of experiments with the Global Address Book but what I do
remember is that there wasn't a one-to-one mapping between the fields
available in the Active Directory and an Outlook Contact and that it was a
pretty thin amount of data that one could store in the GAL. Will look more
deeply into this part. Thanks Scott...
Pat
Post by manick
Post by Jeffry van de Vuurst
Jeffry
I don't mind people entering CRM Contact in from Outlook with the 'Track in
CRM' feature. The problem I am trying to avoid is when a user enters a
business contact into his telephone. The contact then gets synch'ed to his
Outlook contact folder. Chances are that when the sales person gets back to
their desk/laptop they will not remember to look up the contact and then hit
the 'Track in CRM' button. This results in part of our company customer data
being in CRM and part scattered in people's Outlook folders. Then there is
the problem of that Contact actually being a CRM Lead and the problem gets
stickier.
I was looking to avoid these problems by installing Microsoft'es Mobile CRM
and letting people deal with a mobile client. Part of that process involves
installing ISA. Well, I started doing that a couple of hours ago, threw up my
hands when it clobbered a lot of network functionality in my shop and
uninstalled it. That little exercise has blown come of my certificate
settings and host header values causing my phone to be off the hook with
users complaining that RPC over HTTP isn't working. I assume that I will be
here in the office for a chunk of my normal sleep time tonight sorting it all
out.
I did some research and saw your name associated with an alternative mobile
solution. I'll try and look you up out side of this forum and ask your advice
about an easier to install/manage alternative to Microsoft's mobile solution.
Someone who called themself my regional Microsoft CRM account rep called me
recently to ask how things were going. I had my say about the pluses and
minuses, and asked for the name of someone who actually has implemented the
microsoft mobile crm solution. Still waiting to hear back on that one, but
don't anticipate holding my breath until I do.
Thanks again Jeffry!
Pat
Post by manick
Hi Patrick,
Sorry I didn't get back earlier, been caught up in a lot of work.
So, you don't want to mess up CRM with your employee contacts. But if you
add contacts to Outlook, they don't automatically appear in CRM if I'm not
mistaken, so shouldn't that work then?
About the leads, correct, they don't go into your Contacts folder. If you
want leads on your phone you would something like a mobile crm client.
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
Thank you Jeffry. I just got this post. I had checked the 'notify me of
replies' box, got Manick's post, ignored it, and no forther notifications
came to me. It was just serendipity that I happened upon all of this
activity
in my post.
I did some looking around for ways to sync Exchange data to my phone, but
the only mechanism that I found was via Outlook Contacts, and hence my
problem. If there is another mechanism, a general pointer to the area I
should be looking into would be very much appreciated. I will publish any
insights I gain in this matter to futher the spirit of sharing in this
forum.
On a related phone sync topic... About 1/3 of my company deals with Leads
marketing purposes, and 2/3 deal with Contacts for sales and support. The
marketing guys want their Leads on thier phones, but it appears that Leads
go
into the CRM database in the Outlook client and not into the Contact
folder
which sync's to a phone. Very possible that I am missing something
obvious,
but thought I would give it a try.
Again, thanks for the sharing. It promotes a true learning orientation
amongst us users.
Patrick
Post by Jeffry van de Vuurst
And in the mean time, your question remains unanswered. Let me give it a
try.
Maybe I am thinking to simplistic, but can't you create contact records
in
Exchange for every employee and sync those contacts to your cell phones.
If
all you need is each others contact data on the cell phone, then you
don't
even need CRM for this, just use Exchange.
Maybe I'm missing something, but at least we can start the discussion :).
--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--
Post by Patrick
First let me apologize for this question. I am sure that there is
something
very simple and obvious that I am missing, but I am told that the only
dumb
question is the unasked one (said with tongue deeply in cheek!).....
Small 25 person company
Everyone has account on SBS server; i.e., active directory account
All have CRM accounts (CRM V3 with all upgrades)
Most have laptops with Outlook 2007/CRM client (with all upgrades)
Most have Windows Mobile x (5 or 6) cell phones that sync with Exchange
All of us want to be able to have contact info in our phones for each
other
(work and personal) so that we can text/email/voice dial/etc. each
other...
Single place to update contact data for all of our employees (like the
Active Directory but with the ability to do it with home data as well)
To mess up CRM in any way. Here is where I see some problems. One
approach
that I considered was to create CRM Contact records for all CRM Users
(employees) and then add them to the Local Data on each CRM Laptop
Client
for
download to Outlook with the byproduct of downloading to the cell
phones.
This seemed to cause me trouble when MY contact info with MY email
address
showed up in My Outlook contacts. CRM seemed to get confused by that
with
things like Replies to emails that I sent out via CRM/Outlook either
individually or via an email mail merge campaign. I tried using the
Mobile
x
Global Address List lookup from the cell phones. Work OK, but the
contact
data is not stored locally, so things like voice dialing, or caller
recognition don't work.
It seems to me that my situation is not unique, but I cannot find any
reference to it in this newgroup. This leads me to the conclusion that
I
am
missing something basic and would be very grateful for any advice.
Thanks,
Pat- Hide quoted text -
- Show quoted text -
Patrick,
I read your post about trying the CRM Mobile Express client, but I am
not quite sure what the issues are based on the recommendations you
have received. If you use the CRM Mobile Express client for tracking/
entering leads, use local Outlook contacts to store employees (not
tracked in CRM), and have your employees add contacts needed in CRM
via the Mobile Express client....doesn't that solve your problem?
Scott
www.easiintl.com- Hide quoted text -
- Show quoted text -
Patrick,
We run mobile express and I use it pretty often when I am in the car.
I went ahead and tested adding the user entity (Mobile Express
supports custom and standard entities) to CRM and published the
changes. I navigated to it using my cell phone, could see the list of
users, however I received an error when I tried to open a user
record. I probably need an update, but maybe someone else running
Mobile Express will see this and post their results.
Scott
www.easiintl.com
Denis Markovtsev
2013-02-05 11:50:41 UTC
Permalink
This answer is a bit delayed, but may still be useful.

I recommend you to consider the Agile Dynamics CRM to Exchange Synchronizer (DXSync). It provides server-side integration between Dynamics CRM and Exchange. Integration includes synchronization of Contacts, Meetings, Calls, Tasks; Archiving emails; special scenarios to replicate and create items like Opportunities and Cases from your email client. This solution works without any client-side plugins. No need for additional configuration of standard mobile or desktop email clients (Outlook, Entourage, Mac Mail, iPhone, iPad, Android, Windows Phone, Blackberry, etc.).

Free trial version is available for download so you can try DXSync before making a decision.

If what you need is one-time synchronization, then trial mode may be enough to get required results.

Best regards,
Denis Markovtsev
GrinMark CRM Integration Team
***@grinmark.com
Denis Markovtsev
2013-06-29 04:42:40 UTC
Permalink
Give the Agile Dynamics CRM to Exchange Synchronizer (DXSync) a try. DXSync provides two-way synchronization of Contacts, Accounts, Leads, Meetings, Calls, Tasks; Archiving emails; special scenarios to replicate and create items like Opportunities and Cases from your email client.

You can now choose between On-Premise and On-Demand (cloud) server-side synchronization of Dynamics CRM and Exchange.
http://www.grinmark.com/products/dxsync/on-premise-vs-on-demand.html

Free trial version is available so you can try DXSync before making a decision.
http://www.grinmark.com/requesttrialform.html
http://www.grinmark.com/products/dxsync/

Best regards,
Denis Markovtsev
GrinMark CRM Integration Team
http://www.grinmark.com
***@grinmark.com

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