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Unable to See Created Contacts in Dynamics CRM from Outlook

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Posted on by Vaishu_Man

Hi everyone,

I've recently integrated Dynamics CRM with Outlook, and I'm experiencing an issue. When I create a contact in Outlook, it does not appear in Dynamics CRM.

Here’s what I've done so far:

Completed the integration between Dynamics CRM and Outlook.
Created a contact in Outlook.

Despite these steps, the new contact isn't showing up in Dynamics CRM.

Has anyone else encountered this problem? Any advice or steps I might have missed?

Thanks in advance for your help!

Regards

Vaishali

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Microsoft Dataverse with Power Apps

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ivan_apps 2,187 Moderator on at

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Check to see if you're in offline mode. Outlook sometimes queues up local changes and pushes them to CRM when you're "online".

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Vaishu_Man on at

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Thank you for your suggestion! I’ve checked, and I’m not in offline mode. Outlook is set to work online, but the contacts I create still don’t appear in Dynamics CRM. Is there something else I might be missing or another setting I should check?
I appreciate any further guidance or suggestions you may have.

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ivan_apps 2,187 Moderator on at

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Have you configured the synchronization settings in Dynamics?
https://learn.microsoft.com/en-us/power-platform/admin/sync-logic#syncing-appointment-attachments-contact-addresses-and-tasks-in-outlook

You can also take a look at this video for how it's supposed to work, I believe you have to add contacts via the Dynamics 365 panel.
https://www.youtube.com/watch?v=YmNTQZ96AfM

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Parvez Ghumra 1,579 Moderator on at

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@Vaishu_Man Have you verified that the user you are using to review the contacts in Dynamics has the necessary privileges to be able to do so? If the contacts being created and owned by some user in another business unit, for example, and you only have user level read permissions on the contact table you will not be able to view those contact records even though they exist in the system.

To rule this out, login using a system administrator account just to verify that the contacts have actually been created. If they're not being created at all then the synchronization is failing somewhere.

I would also suggest turning on plug-in tracing in the environment (under Administration>System Settings>Customisation tab) to at least Exception level. There might be a server side plugin which is causing the sync to fail.

Also check for any other failed system jobs

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