Setting Up Outlook Synchronization in Dynamics AX 2009
Posted Monday, May 4th, 2009
It seems like the more customers know about the Dynamics AX 2009 CRM module, the more they seem to like it as their CRM solution. We have had a few inquires lately about Dynamics AX 2009 CRM-module integration with Microsoft Outlook.  Outgoing messages from Dynamics AX are stored in Outlook, and lists of email address can be managed as well. “Contacts” in the CRM module has an “Add to Outlook Contacts” button in the ribbon, but without the proper set-up, you won’t get very far. The following quick tip should get you started. First confirm that the user’s email address is set-up properly in AX. Human Resources » Common Forms » Employee » Select Employee (Contact Information Tab) Next, get back to the CRM module and go Setup » MS Office Outlook » MS Office Outlook Setup Wizard. Begin the wizard. 
When you run the wizard, you’ll see that it will pick up the current user’s name and you are able to use current Microsoft Office Outlook profile. From here you can select which folder to use for syncing Contacts, Calendars and Tasks. Remember you can always set-up new Outlook folders if you need to. Finish the Wizard. In CRM, go to Contacts and find the Add to Outlook Contacts button on the ribbon. Please note that this is not available in the Contact Details, just the Contacts. Now you can select the Contact you want synchronized, and you should get an Infolog that tells you the contact has been added for synchronization. Next go to CRM Periodic » MS Office Outlook synchronization » Synchronize. This should synchronize your contacts or any other Outlook item you have set for syncing. If you’re not into periodic syncing, then they should synch automatically every time you close and reenter Dynamics AX 2009. 
Now open up Outlook, check out Contacts, and you should see the contacts you have selected. If you had any Tasks, Calendar Items, they would have synced up as well. For more advanced options, the Mapping feature allows you to determine synchronization direction and types of data to sync up. Questions or request for assistance If you have additional questions or need assistance, please feel free to contact us at I.B.I.S., Inc. Brad Koontz Senior Consultant I.B.I.S., Inc. 30 Technology Parkway South, Ste. 400 Norcross, Georgia 30092 Direct: (404) 435-1668 | Main: (770) 368-4000  | Fax: (770) 368-1186 | Mobile (404) 435-1668 bkoontz@ibisinc.com www.ibisinc.com Two-Time Winner of Microsoft Dynamics Outstanding Partner of the Year – US 2007 Winner of the Worldwide Dynamics GP Partner of the Year
Posted in AX - CRM - Sales & Marketing, Dynamics AX
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Hi,
we’ve been trying to get a documentation or a training guide or whatever from Microsoft to cover the Dynamics AX 2009 CRM module, but their answers have been really discouraging.
Are you aware of something covering the whole module?
Thank you,
Luca
Would be interesting to see it work in detail for activities…