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Synchronization Settings for Outlook or Exchange Users Filters Disabled by Default

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Posted on by brownfield1

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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 464 on at

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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.
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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.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
brownfield1 464 on at

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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?
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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.

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.