group policy, administrative templates, crm synchronization settings

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Posted on by AlM

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Are there any administrative templates (for group policy) for CRM 2011? We want to be able to control the synchronization settings through group policy.

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alf 17,915 on at

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Hi AIM,

There are no gpo to control crm 2011 synchronization. With crm 4 the way to handle this was to create one user with the desired synchronization settings, then use the crm administration console to 'copy' the synchronization rules to the other users. This is the tool:

crm40admin.codeplex.com

However, the 2011 version is not out yet.

If you are using crm 2011 on premises, then are 'unsupported' methods to do this directly on the database.

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Hi again! Are there any administrative templates (for group policy) for CRM 2011 out yet? We want to change the synchronization settings and to minimize the local storage of data under appdata\mscrm (client, metadata, traces, logs)

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Gus Gonzalez 27,113 on at

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No, as far as I know there isn't any tool out there that allows you to do this quickly and whoever creates it will earn the admiration of all of us in the Dynamics Community :)

Here is some more information on the matter:

xrm2011.wordpress.com/.../crm-2011-offline-outlook-filters-templates-local-data-groups

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Joe Woltering 12,163 on at

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Was there ever any progress on this Gus? We're seeing horrible load times loading Outlook as the client creates the two .sdf files under Users/Appdata/Local

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Since this article was published the XrmToolbox was released which does this. What I normally do is stop the default template from pushing all "My Active Contacts" from CRM to the Default Outlook Object Model by changing that template in the SavedQuery entity by using code similar to this:

Guid _savedQueryId = Guid.Empty;

EntityCollection retFilterTemplates = _serviceProxy.RetrieveMultiple(outlookFilterTemplatesQuery);

Entity _savedQuery = new Entity("savedquery");

foreach (Entity query in retFilterTemplates.Entities)

{

_savedQueryId = (Guid)query.Attributes["savedqueryid"];

}

_savedQuery.Attributes["savedqueryid"] = _savedQueryId;

_savedQuery.Attributes["isdefault"] = false;

_serviceProxy.Update(_savedQuery);

All this does is stop that template from being used. Further code would use a custom FetchXml query to filter the contacts in a more logical way. Another option would be to deploy the client and before configuring it - train the users to use the diagnostics tool to set the synchronization filter according to their requirements.

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