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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sync contacts to outlook
Customer experience | Sales, Customer Insights,...
Suggested answer

Sync contacts to outlook

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Posted on by Community member
Hi
 
I have a request from my sales team.
They want to be able to synchronize D365 contacts to their phone.

Is this possible?
How can I put a filter so they only sync their own contacts?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Sync contacts to outlook
    Hi Partner, 
    The above method requires each user to set their own personal options.
    Maybe you can use XrmToolBox set up default sync filters for multiple users at one time.
    https://learn.microsoft.com/en-us/power-platform/admin/configure-default-sync-filters#use-xrmtoolbox
    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Sync contacts to outlook
    Hi Partner,.
    You said: put a filter so they only sync their own contacts.
    Does it mean that the contact record owner is themselves?
    If so, you can make them set contact filter in their personalization setting
    Synchronization >  Filters
    Under 'User Filters‘ tab, New.
    Look for 'Contact', select 'Owner 'and set 'Equals Current User',Save.
    Please refer to the following link for more details:
    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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