Some people asked me to update the original blog posting Outlook Synchronization and baseline implementation for Dynamics NAV 5.0 SP1 and Dynamics NAV 2009 SP1 since Microsoft did release Dynamics NAV 2009 R2. Let’s take the opportunity to mention latest news regarding Outlook Synchronization solution in a complete new blog, specifically written for Dynamics NAV 2009 R2.
Complicating the synchronization setup with newly created entities
During one of the conferences I attended where I spoke about Outlook Synchronization, the request was to talk about the creation of new entities and extending the solution with new fields. Let’s do this now with a new blog. First of all, you need to ensure you have applied latest patches and fixes. For this you can use my earlier blog I created Baseline implementation utilizing Outlook Synchronization in Dynamics NAV 2009 R2, especially we must apply the following code adjustment discussed in the following KB article 2703500 Empty contacts are created in dedicated Outlook Synch folder when you perform the Outlook synchronization in Microsoft Dynamics NAV 2009.
Outlook Synchronization: Synchronization conflicts resolution
Resolving conflicts can be configured in the Outlook Add-In. There are four ways of doing this:
1. Replace Outlook items with Microsoft Dynamics NAV records
2. Replace Microsoft Dynamics NAV records with Outlook items
3. Replace older entities with newer ones
4. Replace conflicts manually
Outlook Synchronization and preventing duplication of contacts, tasks, etc.
When a new contact is created in Dynamics NAV, you may want to synchronize that contact to Outlook. Sometimes it could happen that during the next synchronization attempt, this specific contact seems to duplicate somehow. This blog describe how this could happen and what you could do to prevent this.
Preventing the Winmail.dat when not using Outlook as the default mail client
This is one of those scenario’s that is very difficult to troubleshoot because many external components are involved or could be involved like Dynamics NAV, Outlook, an ISP’s mail server, an internal or hosted Exchange Server, different webmail clients, Outlook Express and of course third party mail clients.
You can set up synchronization between Microsoft Dynamics NAV and Microsoft Outlook, so that information about meetings, to-dos, and contacts can be shared between team members and updated across the two products.
Walkthrough: Setting Up Outlook Synchronization
You can synchronize data, such as to-dos, contacts, and tasks, between Microsoft Dynamics NAV 2009 and Microsoft Office Outlook. This enables users who rarely connect to Microsoft Dynamics NAV, such as salespeople who work out of the office, to keep their Microsoft Dynamics NAV data current.
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