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Groupware Integration - CRM :: Outlook Contacts to Business Partners

Hello,

We are working on CRM 4.0 groupware integration with outlook and want to bring outlook contacts information in to CRM. Can someone tell me, In what form this contacts information from outlook be made available in CRM. Can be bring them as business partners and associate them as contact person to other business partners.

Thanks

Jay

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  • Posted on Aug 19, 2005 at 08:31 PM

    Hi Jay,

    have a look of my Weblog <a href="/people/gregor.wolf3/blog/2005/08/07/crm-setup-synchronisation-of-business-partners-into-groupware-private-contact-folders">CRM: Setup synchronisation of business partners into groupware private contact folders</a> for a description of the Setup process. What kind of Business Partner is created in CRM when you create a new Contact Entry in Outlook is decided by the Category of the Contact. They can be:

    - CRM_BP Group (CRM Business Partners: Group);

    - CRM_BP Natural Person (CRM Business Partners: Natural Person);

    - CRM_BP Organization (CRM Business Partners: Organization)

    The relationship between a Person and a Organization must be maintained inside of CRM via Transaction BP or in PC-UI.

    Regards

    Gregor

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