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Microsoft Dynamics CRM (Archived)

Stop synchronization of contacts for all users

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Posted on by 600

Hi

As described in this blog: http://www.powerobjects.com/2013/03/28/stop-automatic-crm-to-outlook-syncing-contacts/ we have turned off outlook synchronization of contacts to CRM. Is there a way to set this setting off as default for new users? (we have 200 users that are going to use the system)

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  • Verified answer
    sclarebout Profile Picture
    180 on at

    You could deactive the Outlook sync filter for contacts to prevent contacts being synchronized. When you're all set to go, you activate the filter and CRM will now be syncing contacts.

    I recommend using Sync Filter Manager in the XrmToolBox; available here: http://www.xrmtoolbox.com

    For information on how to use:

    community.dynamics.com/.../introducing-new-tool-sync-filter-manager

    www.slideshare.net/.../control-outlook-synchronization-settings-for-dynamics-crm-users   (starting from slide 10)

  • martingr Profile Picture
    600 on at

    Thanks! This seems to be the information I needed

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