Forum Discussion
Using custom fields for SharePoint Contacts list to synchronize with Outlook
Hi, I am posting this here to Share what I have found out already and To ask for some help to solve the remainder of the challenges found. Task to solve: We have created a SharePoint C...
Hi Rob2020, been awhile since you posted this and no replies, but did you get this approach to work? I'm at the very start of attempting a very similar setup. We just don't need a full CRM within our business and I want to keep staff within the systems they already know and use.
Any further details on how to sync custom fields between Outlook and SharePoint list would be great.
Thanks
Ron
- Hi Ron370 I'm doing something similar. Interested to see what you've come up with. I've simply used a sperate list to track communications. Will update you on where i get to. thanks
- Hi Ronan Dowling. After a bit of searching, I decided this was going to take up too much of my time. I did come to the conclusion that you can only sync the hardcoded fields that already exist in the contact list and outlook. That said, I personally had a few issues with sync only going one direction for some fields. In the end it was put in the too hard basket. I currently use outlook categories for contacts and this syncs to SharePoint fine, although the sync is unreliable from SharePoint to Outlook. I am currently looking at Dynamics 365 Business Central to better manage things.
