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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Synchronizing CRM Lead...
Microsoft Dynamics CRM (Archived)

Synchronizing CRM Lead I do NOT own to my Outlook

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Posted on by CRM Develope 894

Hi All,

Synchronizing CRM Lead I do NOT own to my Outlook.

any idea ?

Thanks

*This post is locked for comments

  • Verified answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Synchronizing CRM Lead I do NOT own to my Outlook

    Hi there.

    I apologize for the confusion. You cannot sync Leads to Outlook... we qualify Leads to Contacts and synchronize them to Outlook.

    community.dynamics.com/.../233944

    Kind regards,

    Karsten

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Synchronizing CRM Lead I do NOT own to my Outlook

    Hi.

    My fault... User filters are not the answer for your issue.

    You have opened the synchronization fields tab. On this tab you can define the direction of synchronization. But only for the following entities:

    - Appointment

    - Contact

    - Fax

    - Letter

    - Phone Call

    - Apointment

    - Service Activity

    - Task

    For more information please pay attention to the following link:

    technet.microsoft.com/.../dn832089.aspx

  • CRM Develope Profile Picture
    CRM Develope 894 on at
    RE: Synchronizing CRM Lead I do NOT own to my Outlook

    Thanks Karsten Wirl ,

    if I open system filters,so something like this,where you say (synchronization records from CRM to Outlook).I don't understand.Please help

    systemfilters.PNG

  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Synchronizing CRM Lead I do NOT own to my Outlook

    Hi there.

    For this issue you can use the synchronisation settings.

    Administration -> System Settings -> Tab synchronization

    Here you can define system filters oder personal filters for synchronization records from CRM to Outlook.

    Kind regards

    Karsten

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