How to Synchronize Team-Owned Accounts and Contacts in Microsoft Dynamics CRM

Today's tutorial by Talina Galloway is "How to Synchronize Team-Owned Accounts and Contacts in Microsoft Dynamics CRM" Click to learn how.

Table of Content

    1. Open personal options.
      1. In the web client, select the Tools icon to the right of your name/picture, then select Options.
      2. In the Outlook client, select File > CRM Options > Personal Options.
    1. Set Sync options.
      1. Select the Synchronization Tab, then select filters.
      2. Select New.
    1. Set the Filter.
      1. Change “Look For” to Contact.
      2. Click the blue “Select” button and choose the field called Status.
      3. In the middle column on the same line as Status, select Equals.
      4. In the right-hand column select Active.
      5. Click the blue “Select” button again, and select the field called Owner.
      6. In the middle column on the same line, select Equals Current User’s Teams.
      7. Select Save.
    1. Name the Filter.
      1. Give this filter a name, then select Save.
      2. Select File, then Close.
    1. Repeat for Accounts – Leads – Opportunities.
      1. Follow those same steps for Accounts, Leads or Opportunities, if you want to synchronize those.
    1.  Finish.
      1. Click OK twice on the two open screens to save your changes.
      2. If Outlook is open, close it.
      3. Open Outlook and wait for the records to synchronize.

    Dynamics 365 Customer Engagement & Dynamics CRM
    Dynamic Communities Summit ’23
    October 15-20, 2023
    Learn More
    Advanced Projects for D365 Business CentralAgribusinessAnalytics, Business Intelligence & WorkflowsAXIO Advanced ProjectsAXIO for Dynamics 365 FinanceBusiness ProductivityCloudCommercial HVACData FabricDealer ManagementDistributionDynamics 365 Business CentralDynamics 365 Customer Engagement & Dynamics CRMDynamics 365 ERPDynamics 365 Finance and OperationsDynamics AXDynamics GPDynamics NAVDynamics SLEnterprise Resource Planning (ERP)Field ServiceGenerative AIIndustry InsightsMarketing AutomationMicrosoft (Office) 365Microsoft CopilotNon-ProfitOn-Premises DynamicsPower AppsPower AutomatePower BIPower PlatformProject Centric BusinessProject Service AutomationRansomware & CybersecurityRestaurant Equipment DistributionSharePoint
    Unlock Synergy: Integrate Dynamics 365 BC and CE to Elevate your Business Performance
    Tuesday, November 14th at 12:00p.m. CT
    Register Now
    Dynamics 365 Customer Engagement & Dynamics CRM