Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2022 Release Wave 2Check out the latest updates and new features of Dynamics 365 released from October 2022 through March 2023
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I was wondering on what table the outlook sync filters exist. I want a easy wasy to check if all users have a custom filter I installed in the past.
You can check in this way for synchronization..
In Dynamics CRM for Outlook, click File, and then click CRM.
On the Synchronize button, click the down arrow, and then click Review Synchronization Settings.
In the Synchronization Settings for Outlook or Exchange dialog box, click the Synchronization Fields tab.
In the Entity Type list, select the record type you want to view.
Outlook fields are displayed on the left and the corresponding CRM fields are displayed on the right. The blue arrows show the sync direction:
Field synchronization direction can be impacted by security settings configured by your system administrator. For example, if you don’t have read privileges for a field, it won’t be synchronized in Outlook even if the field is configured for two-way synchronization. To determine whether you have read privileges for a field, click the View in CRM button to open the record in CRM. If you see the Lock icon, you can’t access the field.
Download the XRMToolBox. It has one tool named as 'Sync Filter Manager'. Kindly check this tool to achieve your goal. Thanks.
Kindly mark the post as Verified, if it solved your question.
I am aware of the xrmtool box. I want to a query to show all users crm filters. I just need to know what sql table the values are in. Easier to write the query. I want to be able to check if all users have a custom filter. Amd only appy the custom filter if the user dorsnt have it.
Business Applications communities