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Syncing CRM 3.0 Contacts w/ Blackberry

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Heap

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Sep 12, 2006, 2:23:01 PM9/12/06
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Good day everyone,

I’ve searched around the forums and looked around to solve this dilemma, but
I’m still stuck!

Background: My boss and a few employees have the RIM Blackberry and we have
the MS Small Business Server SP1, Exchange 2003, and CRM 3.0

Problem: How do we sync the contacts that are in the CRM 3.0 to the
Blackberry contacts? (Without exporting every single contact into a CSV and
then importing them back to a personal folder).

Before CRM 3.0, we had an Exchange Server and my boss simply dragged a copy
from the “shared” contacts to his personal contacts and then would sync that
to his Blackberry.

I’ve seen on the web people using “tendigits”, or something like desktop
redirect, but I’m trying to find a method that doesn’t require extra $$$

Thank you in advance,

Heap

Heap

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Sep 12, 2006, 2:30:02 PM9/12/06
to
!Forgot to mention! – We can sync with CRM 3.0, but my boss can’t sync with
contacts that he doesn’t “own.” (e.g. = Our vendors, our future customers)
This goes the same for the sales people as well. We don’t want any contacts
to be owned by anyone in particular, we just want our entire company to own
every contact. (I’m sorry for the confusion)

We would like the ownership of ALL of our contacts to belong to everyone
(This might be a bigger issue). If this can be solved, I think the syncing
issue can be solved as well.

John O'Donnell

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Sep 13, 2006, 12:23:31 AM9/13/06
to
So your boss has the crm client installed in outlook. When he is in online
mode does he see the contacts he does not own?

If not then this is simply a security role issue and is fixed easily. Once
you guve him global read access to contacts they will all sync down and
blackberry should be able to get them from his contact folder

==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowechizek.com/microsoft


"Heap" <He...@discussions.microsoft.com> wrote in message
news:F3D6A3FA-EB1A-4B87...@microsoft.com...
> !Forgot to mention! - We can sync with CRM 3.0, but my boss can't sync

Anne Stanton, MVP-CRM, MBA/ACC

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Sep 13, 2006, 10:24:37 PM9/13/06
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Check out the new MS CRM Mobile Express option.. It runs using most WEP
enabled devices.. Released last week.


--
Anne Stanton, MVP-CRM, MBA/ACC
President, The Norwich Group
http://thenorwichgroup.blogs.com/mscrm

"Heap" <He...@discussions.microsoft.com> wrote in message
news:F3D6A3FA-EB1A-4B87...@microsoft.com...

> !Forgot to mention! - We can sync with CRM 3.0, but my boss can't sync

John O'Donnell

unread,
Sep 14, 2006, 12:52:24 AM9/14/06
to
installing the new tool will not solve his problem which is his boss cannot
see all contacts - this needs to be fixed first.


==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowechizek.com/microsoft


"Anne Stanton, MVP-CRM, MBA/ACC" <asta...@thenorwichgroup.com> wrote in
message news:OGvptT61...@TK2MSFTNGP05.phx.gbl...

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