Syncing Tasks Between IBM Notes and Microsoft Dynamics CRM with Manual Sync

LinkPoint Connect for Microsoft Dynamics CRM offers users the flexibility to control when and how their contacts are synchronized between IBM Notes and Microsoft Dynamics CRM with a Manual Sync feature. In this section, you will learn how to use Manual Sync to synchronize contacts both to and from IBM Notes and Microsoft Dynamics CRM.

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Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Open Synchronization in manual mode.

Select the Task checkbox. Deselect any other items you do not want to sync at this time.

Example: In this example, we will demonstrate how to sync Task items.

Click the Start Sync button to proceed.

Tip: You will have a chance to review and confirm the items to be synchronized before the tool actually runs the synchronization process.

Additional Resources: Several default Task Sync Rules are applied as part of the sync process. These settings can be configured using LinkPoint Assist. This includes choosing whether or not to sync items marked as Private.

Click Yes in the Start Sync dialogue box.

Review the Synchronization Summary window to see a list of all new or updated tasks that match the established sync criteria. Tasks that exist in Microsoft Dynamics CRM appear on the left. Tasks that exist in IBM Notes appear on the right.

Review the icons in the Action column to determine how LinkPoint Connect will sync the displayed tasks. These actions relate to new, updated, or deleted tasks either in Microsoft Dynamics CRM or IBM Notes.

Right click an Action icon to launch a list of additional options for the task. Users can choose to Ignore differences until the next time one changes or Ignore difference forever.

Tip: This is useful for excluding specific items from the sync for a single time or to exclude an item from the sync moving forward. Some users may have tasks that are not related to specific accounts and should not be added to Microsoft Dynamics CRM or IBM Notes.

Tip: You can select multiple tasks to apply changes by clicking the items with your mouse while holding the Shift key on your keyboard. Once the items are selected, right click to review the Action options.