LinkPoint Connect for Microsoft CRM Synchronization Tutorial Lotus Notes Edition

Transcription

1 LinkPoint Connect for Microsoft CRM Synchronization Tutorial Lotus Notes Edition Lotus Notes

2 Synchronization Capabilities Synchronize Calendars, Contacts and Tasks Synchronization can run either manually by the user or automatically on a schedule.

3 Synchronization Process Manually When the synchronization is run manually, you will be prompted to confirm the synchronization of Calendars, Contacts and Tasks. Synchronization can be run as often as a user chooses. Automated The configuration to automate the scheduling of the synchronize automatically is done in the LinkPoint Configuration program on the Sync Configuration Tab. By default, the user will not be prompted to confirm the synchronizations. This can be changed in the Sync Configuration Tab.

4 Data Synchronization How To Manually Start LinkPoint Synchronization To manually launch the LinkPoint Synchronization program, right-click the LinkPoint icon in the system tray and choose Open Synchronization in manual mode.

5 Data Synchronization To begin the Sync process, click Start Sync. LinkPoint will synchronize each of the selected items. Please note that the first time you run the synchronization, LinkPoint will compare data in both systems to identify what data needs to be synchronized.

6 Calendar Synchronization LinkPoint will synchronize all Calendar entries for the past 30 days and 365 future days. To prevent private Calendar entries in Lotus Notes from synchronizing to Microsoft CRM, check the Mark Private checkbox. The summary screens to confirm the synchronization will only occur if you are running the synchronization manually.

7 Calendar Synchronization This screen identifies how LinkPoint will synchronize Calendars between the two systems. Once LinkPoint evaluates the Calendars in both Lotus Notes and Microsoft CRM, if there are any changes, LinkPoint will display the Calendar Summary Screen. You have the option of how to items should be synchronized between Microsoft CRM and Lotus Notes.

8 Calendar Synchronization Action Key LinkPoint also provides the ability to override how it will synchronize the Calendar entries. You can Right Mouse Click on a Calendar record and select one of the following options: Copy the Microsoft CRM version to Lotus Notes Copy the Lotus Notes version to Microsoft CRM Ignore differences until the next time one changes Ignore differences forever Delete From Microsoft CRM Delete From Microsoft CRM Add to Lotus Notes Add To Microsoft CRM Update Lotus Notes Update Microsoft CRM

9 Contact Synchronization LinkPoint synchronizes Contacts from Microsoft CRM in which the user is the owner for. LinkPoint only synchronizes Contacts from Lotus Notes that have a category of CRM. This prevents any personal contacts in Lotus Notes from being synchronized to Microsoft CRM. The summary screens to confirm the synchronization will only occur if you are running the synchronization manually.

10 Contact Synchronization This screen identifies how LinkPoint will synchronize Contacts between the two systems. Once LinkPoint evaluates the Contacts in both Lotus Notes and Microsoft CRM, if there are any changes, LinkPoint will display the Contact Summary Screen. You have the option of how to items should be synchronized between Microsoft CRM and Lotus Notes.

11 Contact Synchronization Action Key Delete From Microsoft CRM Delete From Microsoft CRM Add to Lotus Notes Add To Microsoft CRM Update Lotus Notes Update Microsoft CRM LinkPoint also provides the ability to override how it will synchronize the Contacts. You can Right Mouse Click on a Contact record and select one of the following options: Copy the Microsoft CRM version to Lotus Notes Copy the Lotus Notes version to Microsoft CRM Ignore differences until the next time one changes Ignore differences forever

12 Task Synchronization LinkPoint will synchronize all Tasks for the past 30 days and 365 future days. To prevent private Tasks in Lotus Notes from synchronizing to Microsoft CRM, check the Mark Private checkbox. The summary screens to confirm the synchronization will only occur if you are running the synchronization manually.

13 Task Synchronization This screen identifies how LinkPoint will synchronize Tasks between the two systems. Once LinkPoint evaluates the Tasks in both Lotus Notes and Microsoft CRM, if there are any changes, LinkPoint will display the Task Summary Screen. You have the option of how to items should be synchronized between Microsoft CRM and Lotus Notes.

14 Task Synchronization Action Key Delete From Microsoft CRM Delete From Microsoft CRM Add to Lotus Notes Add To Microsoft CRM Update Lotus Notes Update Microsoft CRM LinkPoint also provides the ability to override how it will synchronize the Tasks. You can Right Mouse Click on a Task record and select one of the following options: Copy the Microsoft CRM version to Lotus Notes Copy the Lotus Notes version to Microsoft CRM Ignore differences until the next time one changes Ignore differences forever

15 Rebuild Sync History This feature allows you to reset the last synchronization so you can reselect and assign sync preferences for items between your client and CRM solution. To reset and rebuild the synchronization, Right Mouse Click each row and select Rebuild history during the next synchronization.

16 Auto Synchronization LinkPoint Sync provides you with the option to customize the synchronization settings between Lotus Notes and Microsoft CRM with LinkPoint Assist. This feature allows you to schedule the synchronization to run automatically in the background throughout the day and alert you of any conflicts based on your preferences.

17 Auto Synchronization This window will display two tab options for Sync settings: Auto Sync and Sync Jobs.

18 Auto Sync Configuration Configure frequency of Synchronization based on hourly increments. Configure the hours that the synchronization between Lotus Notes and Microsoft CRM should run. Configure if and when you want to be notified that the synchronization is running.

19 Sync Jobs Configuration Choose the synchronization type that you would like to configure. Set synchronization options for past and future days. Configure the Synchronization Operations. These will determine how the selected data will be created, Updated or Deleted in the corresponding system.

20 Start Background Sync At any time you can start an automatic background synchronization by Right Mouse Click the LinkPoint icon and selecting Start Background Synchronization

21 Contact Information The LinkPoint Data Synchronization tutorial is now complete. Please contact us for additional Sales or Support questions. Sales: Support: Web: