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Suggested answer

How to sync Outlook without contacts

Posted on by 160

Hi, 

I have a requirement from my customer in which I should Activate the outlook Sync in Dynamics sales without Syncing the contacts. 

They will just sync the appointment and task but not the contacts. 

I didnt find any setting in "system setting" in Dynamics to uncheck the contact. 

Does anybody have an idea how I can solve this problem?

Thank you!

Best Regards

  • Suggested answer
    RE: How to sync Outlook without contacts

    Hi,

    You can use the "user settings utility" -User Settings Utility  · XrmToolBox

    Regards,

    Venkatesh N

  • Elpibato Profile Picture
    Elpibato 160 on at
    RE: How to sync Outlook without contacts

    Thank you for your answer!

    could you please tell me, which plug-In shoud i use for this purpose in XRMtool box?

    Thank you!

  • Suggested answer
    RE: How to sync Outlook without contacts

    Hi,

    You can de-activate the filter for contact from the system settings for all the users and personal settings for a specific user that will block the sync the contact between outlook and Dynamics CRM.

    Choose the records to synchronize between customer engagement apps and Exchange - Power Platform | Microsoft Docs

    For, disabling  the personal settings of individual users who have created their own filter in the personal settings, you can use XRMtool to view it.

    Hope this helps!

    Regards,

    Venkatesh N

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