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Synced Contacts from D365 CE into Outlook
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Synced Contacts from D365 CE into Outlook
Hi all!
I was wondering if there was a way to sync contacts from D365 CE to Outlook contacts that you are not the owner/assigned contact for in CE. We have several contacts saved in CRM that communicate with multiple sales people and only the one that is listed as the owner of that Contact record in CRM is able to sync that record to his Outlook.
I appreciate any help or ideas!
Thanks,
Kristy
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1 Reply
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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.
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