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Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Choosing which contacts to sync to users

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Posted on by 65

Hi guys

Is there a way to choose which contacts sync to a particular users Outlook contacts?

It seems the system defaults to syncing just their own contacts and I can't find a setting where you can choose who should be on a sync list.

Our organization is relatively small and i would like to be able to sync all contacts to all users.

Thanks

Andrew

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  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Navigate to settings->Administartion->System Settings->Synchronization tab

    Check configuration to filter contact to be synced to outlook.

    docs.microsoft.com/.../choose-records-synchronize-dynamics-365-outlook-exchange

    For Personal settings->

    Click on Gear icon->Personalization settings->Synchronization

    docs.microsoft.com/.../system-settings-dialog-box-synchronization-tab

    Please mark my answer verified if i were helpful

  • A Doecke Profile Picture
    65 on at

    Thanks Bipin

    I have adjusted the settings accordingly.

    I'm still having an issue in that i have created a team for my users, and then changed the filter that their outlook should sync with all members of their team, but it isn't working.

    I suspect it is a problem with the team setup, although everything seems correct at the team level.  Everyone shows as an active member of the team, yet it isn't picking up the other members.  Still only the contacts of the user are syncing.

    Is there some teams setting that i am missing?

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