Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Sync only certain outlook contacts to dynamics

Posted on by 36

Hi,

we have some users that would like to sync only specific contacts with dynamics 365. How would we go about this? 
In the best case scenario we would be able to mark certain contacts in outlook with a tag or something and than apply a synchronization filter in dynamics.

Best Regards
Crownd

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Sync only certain outlook contacts to dynamics

    Hi,

    I'm afraid that you need to add manually.

    pastedimage1675995776056v2.png

    Click the contacts and select tract.

    pastedimage1675995901812v3.png

  • Crownd Profile Picture
    Crownd 36 on at
    RE: Sync only certain outlook contacts to dynamics

    Thanks Eiken for you quick response.

    Makeing a Boolean field for syncing certain contacts or not already helps, however, this is still not quite what we are aiming for here since the contact would already have to be in dynamics for this to work right?

    Essentially we have an address book in outlook with loads of contacts of which some are already also in dynamics and some are not. Now we would like to quickly add specific contacts from the one's that are not already in the CRM. What would be the fastest way to do so?

    Best Regards

    Matthias

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Sync only certain outlook contacts to dynamics

    Hi,

    Did you want to sync the contacts in Outlook to Dynamics CRM?

    If yes I’m afraid that tracking contacts in Dynamics 365 for Outlook is a manual process.

    Track Outlook contacts in Dynamics 365 for Outlook | Microsoft Learn

     

    For specific contacts, you can add a custom field which the data type is Yes/No.

    Add the field to the contact form and set the value to Yes  when you want to sync this contact with outlook.

    pastedimage1675934986501v1.png

    pastedimage1675935005959v2.png

    Then modify the online synchronization filters.

    pastedimage1675935023057v3.png

    You can see more details about synchronization filters in the following link.

    Choose the records to synchronize between Dynamics 365 apps and Outlook or Exchange | Microsoft Learn

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,188 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,030 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans