CRM Local Data Groups

Question

We are using CRM 4.0 update 6 and we have an employee who's crm contacts, that he is an owner for, gets sychronized to his outlook via local data groups.  One of the employees started to but birthday's within the contacts in crm.  now the birthdays show up on the employees outlook calendar.  Do I just need to modify the "contact" local data group within theh CRM for outlook to exclude birthday's.  Do I just need to specify "birthdays do not contain data". Not sure if this is the correct way to go about it.

Thanks in Advance
Len 

Answer 1

Hi Len,

You can only customize which contacts wehre synchronized between CRM and outlook, not which fields in contacts.

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Viele Grüße

Michael Sulz
axcentro GmbH
MVP für Microsoft Dynamics CRM

Answer 2

Is there a way to keep the birthdays from showing in the outlook calendar.  We are not using appointments in CRM to synchronize to outlook.  It just started to happen when we put the birthdays into the CRM Contacts.

Thnaks
Len

Answer 3

Hi Len,

sorry, i don't know a way for that. The only way i know is to delete the birthdays from the calendar.

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Viele Grüße

Michael Sulz
axcentro GmbH
MVP für Microsoft Dynamics CRM

Answer 4

Okay, NP, Thanks for the help.

Len

Answer 5

Hi Len,

just add a custom birthdate field to the contact and ignore the standard field.

Best regards,
Jürgen

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Jürgen Beck

Dipl. Kfm./Wirtschaftsinformatik
MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
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