Here is a small summary describing what occurs when records tracked between Outlook and Dynamics CRM are removed regardless of whether it is removed from Outlook or Dynamics CRM.
Deletions through Microsoft Dynamics CRM:
|
Type of Record |
Dynamics CRM |
Microsoft Outlook |
|
Emails |
Deleted* |
Email Stays |
|
Active(Open) Appointments |
Deleted* |
When the appointment is deleted in CRM, it is deleted in outlook for all users if the appointment start time is in the future. |
|
Canceled/Completed Appointments |
Deleted* |
Appointment Stays |
|
Active (Open) Tasks |
Deleted* |
Deleted as well |
|
Cancelled/Completed Tasks |
Deleted* |
Task Stays |
|
Contacts |
Deleted* |
The contact is deleted for all users except the record owner |
Deletions through Outlook:
|
Type of Record |
Microsoft Outlook |
Dynamics CRM |
|
Emails |
Deleted |
Email Stays |
|
Active(Open) Appointments |
Deleted |
Will be Deleted* when done by Organizer. However the appointment will still remain in Dynamics CRM if deleted from one of the Attendees Outlook |
|
Canceled/Completed Appointments |
Deleted |
Appointment Stays |
|
Active (Open) Tasks |
Deleted |
Deleted* as well |
|
Cancelled/Completed Tasks |
Deleted |
Task Stays |
|
Contacts |
Deleted |
Contact Stays and will synchronize back to record owner’s Outlook when modified in the future. |
Deleted* means the ‘Delete’ permission has been granted in one of the user’s security roles and this allows for the removal of CRM records.
How about cancellations??