Dynamics 365 CE / CRM
User Group community for all Microsoft Dynamics 365 CE / CRM apps and the classic on-premise solution
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Reply To: Synced Contacts from D365 CE into Outlook
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Hi @kristywilhelm ,
This can be done with synchronization filters, here’s a reference to get you started: Choose the records to synchronize between Dynamics 365 apps and Outlook or Exchange | Microsoft Learn.
The users can create these rules themselves, however, I’ve found it easier to administer on the admin side where you can push out the filters to users that are not as technical. The XrmToolBox has a great tool called the Sync Filter Manager that you can use to push out a D365 view as an outlook filter.
