This is my first post here, so hopefully it'll be appropriate and useful.
One of the things I quickly noticed with Dynamics CRM, was that when I used the Outlook client the Parent Account field did not sync with Company Name.
I looked around a bit on the web and found a macro script that unfortunately caused an error. After much digging and trial (I am not a programmer), I understood how that the "type mismatch" error was caused.
A few mods to the script which I found here:http://www.workopia.com/howto/DisplayPa ... ctForm.htm
Resulted in this final one:
Dim objApp As Application
Dim objNS As NameSpace
Dim objContacts As MAPIFolder
Dim colItems As Items
Dim objContact As ContactItem
Dim strParentAcct As String
Dim i As Integer
Set objApp = CreateObject("Outlook.Application")
Set objNS = objApp.GetNamespace("MAPI")
Set objContacts = objNS.GetDefaultFolder(olFolderContacts)
i = 0
Set colItems = objContacts.Items
For Each objContact In colItems
strParentAcct = ""
If objContact.CompanyName = "" Then
If objContact.UserProperties.Count > 0 Then
strParentAcct = objContact.UserProperties.Item("Parent Account")
If strParentAcct <> "" Or objContact.CompanyName <> strParentAcct Then
Rem Answer = MsgBox(strParentAcct, vbOKCancel)
objContact.CompanyName = strParentAcct
i = i + 1
MsgBox ("All done: " & i & " records updated")
Runs like a charm and puts Parent Account into Company Name!
Hope it works for you!