Dynamics CRM: Use Outlook Contact Links to Support Dynamics "Regarding" Feature

In Riva Cloud and Riva On-Premise, you can link Exchange-created appointments to CRM contacts in a manner similar to the "Regarding" feature. Riva can use the Contacts text box below the description field of the appointment to select contacts from the user's Outlook address book, and the appointment or meeting is linked to those contacts without adding them to the attendees list.

• For Riva Cloud: This functionality is enabled by default.
• For Riva On-Premise 2.4.36 or higher: This functionality is enabled by default.
• For Riva On-Premise 2.4.35: The Riva admin must apply advanced options to a .CONFIG file.

In effect, Riva can sync the value between Exchange appointments and appointments in Dynamics CRM 2011 or higher.

In Outlook: How to Enable the Contact Link Feature

The Contact Link feature is not enabled by default in Outlook.

To enable the feature:

• For Outlook 2013, follow the instructions from Microsoft at http://answers.microsoft.com/en-us/office/forum/office_2013_release-outlook/outlook-2013-show-contacts-below-the-notes-field/43f973a7-157c-4fd1-a405-d10c218d9e7e.
• In Outlook 2010, select File > Options > Contacts, and select the Show contacts linked to the current item check box.
• In Outlook 2007, select Tools > Options > Contact Options, and select the Show contact linking on all forms check box.
• In Outlook 2003, the feature is not available.

For detailed instructions, see Outlook: How to show the "Contact Links" on all appointments.

Riva On-Premise 2.4.35: Enable the Sync to Outlook Contact Link Feature

To enable the sync to the Outlook Contact link feature:

1. Create or update the Omni.Riva.CrmAgentEx.exe.config app.setting file to enable the following three advanced options:

   <add key="Sync.Ex.ResolveContactLinks" value="true" />

   <add key="Sync.MsCrm.SetRegardingObjectAsContactLink" value="true" />

   <add key="Sync.Sdk.SetPrimaryContactsAsContactLink" value="true" />

2. In the Riva Service Monitor application, stop and start the service.

Applies to

• Riva Cloud and Riva On-Premise for Exchange and Dynamics CRM 2011 or higher.
• Riva Cloud: Enabled by default.
• Riva On-Premise 2.4.36 or higher: Enabled by default.
• Riva On-Premise 2.4.35: Requires advanced options in a .CONFIG file.