Configuring LinkPoint Connect Auto Sync Settings (IBM Notes + MS Dynamics CRM)

Before running a Manual Sync or scheduling an Auto Sync, it is important for users to become familiar with the available LinkPoint Connect sync settings. The synchronization of calendars, contacts and tasks works similarly but can be managed separately based on user preference. Users can set the timing and run schedule for the Auto Sync. In this section, you will learn how to configure the sync settings for LinkPoint Connect Auto Sync.

Warning: LinkPoint360 recommends that all first time users of LinkPoint Connect set up and run a manual synchronization for the first IBM Notes and Microsoft Dynamics CRM sync. This offers users the opportunity to review the sync results before they take effect.

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Configuring LinkPoint Connect Auto Sync Settings

Double click the LinkPoint Assist icon in the system tray with the right mouse button to open LinkPoint Assist.

Select Sync from the Components list on the left side of the LinkPoint Assist window, and select the Auto Sync tab.

Select how frequently to run the Auto Sync from the options in the Automatically run synchronization every: drop-down list, which includes hourly increments throughout the day.

Select the time frame during which the Auto Sync should run during the day. Slide the selectors to the left or right to adjust the range.

Tip: End users do not need to worry about misplaced appointments due to changes in time zones. LinkPoint Connect will run the sync based on the time zone where the end user computer is located. Calendar items are stored in Microsoft Dynamics CRM in GMT and then adjusted automatically for each user to match their end user.

Determine if and when the Synchronization Summary window should be displayed.

Tip: Auto Sync is designed to run with limited to no user interaction. Users can choose to set notifications to confirm when specific sync actions occur.

Select the checkboxes for the Show messages when options to enable pop-up notifications in the System Tray.

Select the checkbox in the Other section of the Auto Sync tab to prevent LinkPoint Connect from updating records in IBM Notes that have been changed in Microsoft Dynamics CRM if the original record content contained special formatting.

Example: For example, a user may have a calendar item in IBM Notes that contains special formatting (such as unique fonts or colors). When the item syncs to Microsoft Dynamics CRM, the original item retains its formatting in IBM Notes, but the copy of the item in Microsoft Dynamics CRM loses the formatting due to Microsoft Dynamics CRM limitations. If the user makes a change to the item in Microsoft Dynamics CRM, LinkPoint Assist may try to sync the most updated version back to IBM Notes, depending on user settings. Selecting this option will prevent LinkPoint assist from overwriting the original body content in IBM Notes, thus preserving the formatting. Other details, such as meeting date or time, will still update if necessary.

Select the Sync Jobs tab in the LinkPoint Assist window and confirm that the Synchronize checkbox is selected for the items that should run in the Auto Sync.

Tip: You will need to select the Process and then select the Synchronize checkbox for each item (i.e. Calendar, Contact, Task) that should be run in the Auto Sync.

Download: Access the complete LinkPoint Connect: IBM Notes + Microsoft Dynamics CRM User Guide in .pdf format. Get the User Guide

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