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Customer experience | Sales, Customer Insights,...
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How to stop Contacts syncing in ACT/Server-side Sync? **Experts

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Posted on by 347
Hello all,
 
There seems to be no way to edit System Filters anymore in Synchronization Settings for Outlook or Exchange.
 
I have tried to turn off all unnecessary Sync. Fields/Directions for Contacts:
 
However, once I Test & Enable the Mailbox, some still come through.  
 
I thought User Filters would work but that's only the personal account I found. Even using Xrmtoolbox there doesn't seem to be a way to edit the filters BEFORE turning on the ACT. What am I missing here??
 
Please help, thanks!
 
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  • Suggested answer
    MVP-Daniyal Khaleel Profile Picture
    599 on at
    How to stop Contacts syncing in ACT/Server-side Sync? **Experts
    Microsoft has made some key changes in how Server-Side Synchronization (SSS) works in recent Dynamics 365 releases, and those changes have affected how System Filters for Outlook/Exchange synchronization can be managed.
    For most organizations, Microsoft recommends:
    • Using custom sync filters at the user level instead of modifying system filters.
    • Keeping server-side sync directions consistent across the org.
    • Avoiding direct manipulation of System Filters post-2022 release wave updates.

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