How to – Define System Filters for Synchronization using SavedQuery in Dynamics 365 / CRM

We covered a few Synchronization topics in the last few blogs, here we will look at defining system filters to manage which records could be synced. How to – Synchronize Appointments between Dynamics 365 and Outlook using Server-Side Synchronization How are tasks, letters, fax, phone call synchronized between Dynamics 365 and Outlook We can see few default … Continue reading “How to – Define…

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How to – Define System Filters for Synchronization using SavedQuery in Dynamics 365 / CRM

We covered a few Synchronization topics in the last few blogs, here we will look at defining system filters to manage which records could be synced. https://nishantrana.me/2022/03/22/how-to-synchronize-appointments-between-dynamics-365-and-outlook-using-server-side-synchronization/ https://nishantrana.me/2022/03/23/how-are-tasks-letters-fax-phone-call-synchronized-between-dynamics-365-and-outlook/ We can see few default User Filters already defined that syncs records owned by the current user. Users can create new filters, edit the existing filters, delete,…

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Author: Nishant Rana

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