This blog post will look at the new Outlook client, how to install it and some of the new configuration options.
The first thing to note about the installation is the prerequisites have changed. You are going to need Windows 7+, Internet Explorer 10/11 and Office 2010/2013. These are quite significant changes in the requirements for Browser and Office, which might catch some people out.
When you log into CRM you will be prompted, by a little notification, to install the client. By clicking on the link it will display some simple instructions, and a link to download the client.
Synchronization settings are still accessed in Outlook by going to File > CRM > Review Synchronization Settings.
This will initially load the "User Filters" tab, where the user can define what records are Synchronized to their Outlook.
The new option available is the "Synchronization Fields" tab.
The "Synchronization Fields" tab allows a user to see what fields are synchronized between CRM and Outlook. You can switch between different record types (eg Contact, Appointment) by using the option for "Entity Type".
For a specific Entity each Outlook field is matched against the associated CRM field, and the direction of Synchronization is shown. Importantly this a view only screen, and the user can't change any options.
The first thing to be aware of is that addresses are synchronized with the core Contact record in Dynamics CRM. They are not synchronized as additional addresses in the address entity.
The Business Address in Outlook is mapped to Address 1 in Dynamics CRM. Home Address to Address 2 and Other Address to Address 3.
Through customization of the Contact Form in Dynamics CRM, you can add the Address Block for Address 2 and Address 3.