Sunday, October 20, 2013

MSCRM: Syncing Outlook With CRM Contacts Owned By a Team

In my CRM system, contacts are often assigned to a team rather than a specific user.  You can ensure that all your contacts, those that you own and those owned by a team that you are a member of are synced to your Outlook contacts by changing the synchronization filter in your Outlook.

 Here’s how:

1.       In Outlook, Navigate to FileèCRMèSynchronizeèFilters as shown below:

2. Select My Outlook Contacts:
3.  In the New Filter pop up window, Set Look For: to  Contact

4. Select Owner as the field:
5. Select ‘Equals current user or user’s teams’ as the value:
6. Save the filter and you're all set!



1 comment:

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