Here are some good initial Microsoft CRM 2011 Outlook Client settings that I’d suggest. Note: Your organization’s initial Microsoft CRM settings may be different – always check with your CRM administrator for guidance:
- Check only “Outlook Synchronization” under the Microsoft Dynamics CRM Diagnostics. You can access the Microsoft CRM Diagnostics via Start >> Programs >> Microsoft Dynamics CRM 2011 >> Diagnostics
- UN-check “Update Company fields with parent account names” under the CRM Outlook Client Synchronization setting tab:
- Check “Allow other Microsoft Dynamics CRM users to send e-mail on your behalf.” and UN-check “Create Contacts from the sender or organizer of tracked e-mail messages and meetings”
Here is a good link to Microsoft CRM 2011 Online Outlook Client Installation checklist
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