A common synchronization requirement is to filter CRM items that need to be synchronized.
For example, we may want to synchronize
Open opportunities only.
We can configure what items are to be selected by synchronizer through
CRM Filter option of the Synchronization monitor. This feature may be applied to all rules synchronizing from CRM to Exchange.
Launch Synchronization Monitor from the main toolbar:
Expand the required profile (
Sales in this case)
<Profile>/List and Archive Opportunities/List and Archive Opportunities (CRM->E) synchronization rule
In the property grid expand the
Task Options and find
CRM Filter option:
This is a public view available in the default configuration of Dynamics CRM.
Save button to apply () the changes:
Once some changes to the profile are made, it takes some time to propagate. The operation of the synchronizer is the following:
Finish all ongoing synchronization tasks (the more users are there in the profile the more time it takes)
New synchronization settings are automatically re-read
Synchronizer initialization is performed
Synchronizer returns to normal working state
The tasks 1-4 are done automatically after you press the
Save () button.
Please note: No previously synchronized items are deleted in the Exchange after changing CRM filters. For example, if you had an empty filter for opportunities and then set it to
Open items then it is recommended to manually remove redundant items directly from Outlook. However if the configuration is set before the first synchronization then it should not be a problem – only
Open items are get synchronized from the very beginning.
For example you want to synchronize completed Tasks. But there is no such public view in the default configuration of Dynamics CRM. So you’ll need to create this view.
Login to Dynamics CRM.
Settings > Customizations > Customize the System
Components > Entities > Task > Views and press
Provide name of the public view. E.g.
All Tasks Including Completed.
Edit Filter Criteria and specify filter parameters.
Add Columns in the right-side menu and select columns you want to see in Dynamics CRM. Note that Synchronizer ignores column configuration and always selects all necessary columns.
Save and Close button. As a result you will see new filter in the list:
Publish your customizations.
All Tasks Including Completed in Synchronization Monitor (like in Step 2 of this HOWTO).