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