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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?

Categories:

Accounts or Contacts

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Leah Ju Microsoft Employee on at

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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 Microsoft Employee on at

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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:

https://learn.microsoft.com/en-us/power-platform/admin/choose-records-synchronize-dynamics-365-outlook-exchange

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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