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CRM-Outlook Field Mappings

Ever wondered what fields in Outlook map to what fields in CRM?  Wonder no more.  (NB: In the current versions, these mappings are not customizable or extensible.)

Field in Outlook

Field in CRM

 Task

Body

description

Due Date

scheduledend

Priority

priority

Start Date

scheduledstart

Status

computed from Activity State Code and Appointment Status Code

Subject

subject

Unsynchronized Outlook fields include: Reminder, Contacts, Categories, Privacy Flag, Date Completed, Total Work, Companies, Mileage, Billing Information

Appointment

All Day Event

isalldayevent

Body

description

Duration

scheduleddurationminutes

End

scheduledend

Location

location

Optional Attendees

optionalattendees

Organizer

organizer

Priority

priority

Required Attendees

requiredattendees

Show Time As

computed from Activity State Code and Appointment Status Code

Start

scheduledstart

Subject

subject

Unsynchronized Outlook fields include: Label, Reminder, Contacts, Categories, Privacy Flag, Importance Flag

Contact

Anniversary

anniversary

Assistant Name

assistantname

Assistant Telephone Number

assistantphone

Birthday

birthdate

Body

description

Business Fax Number

fax

Business Telephone Number

telephone1

Children

childrensnames

Department

department

Email1Address

emailaddress1

Email2Address

emailaddress2

Email3Address

emailaddresss3

First Name

firstname

FTP Site

ftpsiteurl

Government ID Number

governmentid

Home Telephone Number

telephone2

Job Title

jobtitle

Last Name

lastname

Mailing Address City

address1_city

Mailing Address Country

addresss1_country

Mailing Address Post Office Box

addresss1_postofficebox

Mailing Address Postal Code

address1_postalcode

Mailing Address State

addresss1_stateorprovince

Mailing Address Street

address1_line1; address1_line2; address1_line3

Manager Name

managername

Middle Name

middlename

Mobile Telephone Number

mobilephone

Nickname

nickname

Other Telephone Number

telephone3

Pager Number

pager

Spouse

spousesname

Suffix

suffix

Title

salutation

Web Page

websiteurl

Yomi First Name

yomifirstname

Yomi Last Name

yomilastname

Unsynchronized Outlook fields include: Photo, IM Address, Other phone numbers, Office, Profession, NetMeeting Settings, Free/Busy Server Settings

Interesting story: We managed to release three versions without anyone really asking for this info.  Then, in recent months, a deluge of requests came in.  The truth is that we didn't have it - if it ever existed, it was lost in the sands of time.  These excuses didn't go down well, someone pointed out quite snidely that creating it would be the work of a few minutes for someone with access to the code.  So one day, no doubt I was procrastinating about something even more painful, I sat down and did it.  It wasn't the work of a few minutes.  It took about three hours of wading through code and the help of two devs.  Thanks to Elliot Lewis and Navin Thadani!

- Ilana Smith.

Published Monday, July 03, 2006 3:49 AM by crmblog
Filed under:

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# re: CRM-Outlook Field Mappings

Thanks for the Outlook field mappings Ilana. Is there a particular reason why the Outlook contact 'Company' field doesn't get mapped to the CRM Account 'Account Name' field?

Now all my Outlook contacts have no company, except when I look in the 'Related To' field on the CRM toolbar on the contact record. But this doesn't appear on my shiny new Windows Mobile smartphone, so I can't tell which company any of my contacts work for... DOH!

Neil
Tuesday, July 04, 2006 12:39 PM by Neil Benson

# ITexpress » Blog Archive » Microsoft CRM Outlook Mappings

PingBack from http://www.itexpressonline.com/2006/07/05/microsoft-crm-outlook-mappings/
Wednesday, July 05, 2006 3:30 AM by ITexpress » Blog Archive » Microsoft CRM Outlook Mappings

# re: CRM-Outlook Field Mappings

Ilana, thanks for providing the mapping. Is there a reason why CRM Account 'Account Name' field does not map to the Outlook Contact 'Company' field? This seems to be an obvious mapping that has been left out. Instead my Outlook contact record has a CRM toolbar with a Related To field that refers to the CRM Account Name. However, in Outlook and subsequently my Wndows Mobile smartphone, none of my contacts have a company.
Thursday, July 06, 2006 6:07 AM by Neil Benson

# re: CRM-Outlook Field Mappings

Hi Neil (sorry about the delayed response - our comments have been weird).

In Outlook, Company name is a text field.  In CRM, Account is a link to another record.  This complicates the synching a lot.  We haven't yet built a conversion between these two types into the synching code.

We can do it for simple enforceable things like email addresses (STMP address -> link to contact/account/lead).  This gets tricky in more flexible scenarios: say you edit the contact on your Smartphone and change the company name to something that doesn't exactly match the text of an Account name in CRM.
Friday, July 07, 2006 6:08 PM by IlanaSmith

# re: CRM-Outlook Field Mappings

Hi Ilana,

When promoting Email from Outlook to CRM, the actual end date of the promoted mail is set to the date of promotion. In v1.2 this was the date the Email was received. One of my customers is very unhappy because he loses the chronological order of his incoming Email. Can this be changed in some way?
Wednesday, July 12, 2006 5:29 AM by Roel Kort

# re: CRM-Outlook Field Mappings

Hi Ilana,

in CRM chema there is billing information field but it is not explained. Is there a way to push Total work and billing info from Outlook to CRM?
Monday, July 17, 2006 9:26 AM by Vladislav

# re: CRM-Outlook Field Mappings

Hi Ilana,

you did a great job! This question was asked several times in the german CRM-newsgroup and now I have an answer for this. :-)

BTW: There is a trick to synchronize the account of an Outlook-contact on CRM Sandbox:
"Map CRM AccountName to Outlook Company Name Field"
http://www.gotdotnet.com/codegallery/releases/viewuploads.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404
Friday, July 28, 2006 5:39 PM by Jürgen Beck

# re: CRM-Outlook Field Mappings

@ Roel: yep, this is a known issue; sorry about that.  There isn't currently a way to change it.  I don't know if anyone has escalated a hotfix request.

@ Vladislav: Sorry, Outlook-CRM sync is not customizable or extensible.

@ Jurgen: Hi Jurgen!  Thanks for the pointer.
Friday, July 28, 2006 6:12 PM by IlanaSmith

# re: CRM-Outlook Field Mappings

We also would like to request a way to map the Parent Company to the Contact.

Thanks

Susan

Tuesday, January 09, 2007 2:47 PM by Susan Flynn

# re: CRM-Outlook Field Mappings

Thanks for doing this - came in handy for a client today.

As a request for future release, we should be able customize those mappings, after competing products using Intellisync and others have been able to do that for years!

Thursday, January 11, 2007 4:22 PM by John

# re: CRM-Outlook Field Mappings

any mod for outlook 2007 on this?

Friday, February 02, 2007 10:33 PM by jseptor

# re: CRM-Outlook Field Mappings

We need to adopt a corporate format for phone number. It is + followed by separate groups of digits without parenthesis.

It appears that outlook is systematically adding parenthesis on client synch, then the CRMclient updates the CRM data according changes in outlook...when some user open the updated contact our javascript reformat the phone number....

Could we tell the outlook client to not take care of outlook updates when they only concern parenthesis ?

Wednesday, March 28, 2007 10:56 AM by CS

# re: CRM-Outlook Field Mappings

Hello,

I have contacts in the outlook that synchronize with the CRM contacts.

I need to map the Comapny Name field in outlook to a Customize field in CRM

Example:

comapnyName (Outlook Field)

new_CompanyName (CRM customize Field)

Mapping :

comapnyName --> new_CompanyName

How can i do it?

Thanks,

Amir

Thursday, March 29, 2007 5:20 AM by Amir

# re: CRM-Outlook Field Mappings

Many of the responses to this posting have been about the Company name not mapping to Outlook, and rightfully so.  For those interested in resolution to this you can visit the Sandbox and download the code as referenced above by Jurgen or check out this great posting by Frank at Workopia http://www.workopia.com/howto/DisplayParentAccountOutlookContactForm.htm.

Another big issue with the sync between Outlook and CRM are the multiple addresses.  Ilana - can you provide any infor on how multiple addresses could be synchronized to the Outlook multiple addresses?

Thanks,

Eric Boocock

Thursday, April 12, 2007 3:38 PM by Eric Boocock - Statera

# Eric Boocock - Statera

Many of the responses to this posting have been about the Company name not mapping to Outlook, and rightfully so.  For those interested in resolution to this you can visit the Sandbox and download the code as referenced above by Jurgen or check out this great posting by Frank at Workopia http://www.workopia.com/howto/DisplayParentAccountOutlookContactForm.htm.

Another big issue with the sync between Outlook and CRM are the multiple addresses.  Ilana - can you provide any infor on how multiple addresses could be synchronized to the Outlook multiple addresses?

Thanks,

Eric Boocock

Thursday, April 12, 2007 3:48 PM by eric_statera

# re: CRM-Outlook Field Mappings

Did any get the macro script to work ? http://www.workopia.com/howto/DisplayParentAccountOutlookContactForm.htm.

It keeps giving me a type mismatch error.

Thursday, May 17, 2007 12:20 PM by Brian

# re: CRM-Outlook Field Mappings

I suppose this article is regarding CRM 3.0, Has this been changed in CRM 4.0?

Tuesday, July 29, 2008 11:00 AM by Adam

# re: CRM-Outlook Field Mappings

So can one change this at all?  unfortunatley our CRM was implemented using address_telephone1 in CRM which I now need to map to business phone or incur the wrath of a dba trying to update the feilds in all of our contacts.  Can I force CRM to sync from a different field to Business Phone?

Tuesday, September 30, 2008 6:27 PM by Pete Goldberg

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