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Synchronization Settings for Outlook or Exchange Users Filters Disabled by Default

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Posted on by 464

Is there any way to have 1 or more of the User Filters disabled by default system wide/new users? I would rather my users opt-in on a few of these like contact syncing.

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  • brownfield1 Profile Picture
    brownfield1 464 on at
    RE: Synchronization Settings for Outlook or Exchange Users Filters Disabled by Default

    Not quite what I want, wanted it to always be disabled for any new user without human intervention.  I would be happy enough to write out a plugin but can't find a way to target that disable.

  • Suggested answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Synchronization Settings for Outlook or Exchange Users Filters Disabled by Default

    Hi Partner,

    Yes.

    You can select to load all users or specific users.

    pastedimage1629940385344v1.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • brownfield1 Profile Picture
    brownfield1 464 on at
    RE: Synchronization Settings for Outlook or Exchange Users Filters Disabled by Default

    Would I have to log in and do that for every new user?

  • Suggested answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Synchronization Settings for Outlook or Exchange Users Filters Disabled by Default

    Hi,

    You can try to use the Sync Filter Manager, which is part of the XrmToolBox.

    This tool allows an administrator to globally manage user filters.

    6457.pastedimage1629881086386v1.png

    Download XRM ToolBox. https://www.xrmtoolbox.com/

    You can refer following links for more details:

    (+) Introducing new tool: Sync Filter Manager - Microsoft Dynamics CRM Community

    Using the XRMToolBox to Manage Outlook Synchronization Filters – Amy Pritts (wordpress.com)

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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