Synchronization of Additional Outlook Fields

Connector SE supports the synchronization of additional fields from Exchange Server to Aurea CRM and vice versa.

The following rules apply to the different business objects:

  • Appointments: connector SE is dependent on almost all standard fields, thus only fields which are not part of the business logic of the connector can be freely used.
  • Therefore the customization possibilities are limited to the Outlook standard field "Location" and to user defined fields. Manipulations (mappings) on fields used by the connector (e.g. PR_START_DATE or PR_END_DATE) are ignored to avoid malfunctions.
  • Contact Persons: Out-of-the-box, the fields listed in table, Contact Persons - synchronized Fields are synchronized. These fields may be overridden by customization as well. In other words: in case of synchronizing contact persons, you can either additionally map standard Outlook fields or user defined fields, and even change the mapping of the out-of-the-box fields.

Basically the mechanism consists of the steps listed.

  1. Add the desired field to forms.xml to ensure that the field is exchanged between connector and CRM.interface.
  2. Add the field to SyncML_gw2mm.xslt to define the rules applying when sending information from Outlook to Aurea CRM (in case of contact persons, this step is not necessary since contact persons are solely synchronized from Aurea CRM to Outlook).
  3. Add the field to SyncML_mm2gw.xslt to define the rules applying when sending information from Aurea CRM to Outlook.
  4. Add the mapping information to FieldMapping.xml to define the mapping to Outlook fields. See FieldMapping.xml for further details.
  5. Restart CRM.interface application pool and connector SE services.