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
<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:
Put the following text:
IsClosed = false. This part is simply a text from the WHERE clause of the SOQL statement used to select opportunities.
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.
Here are some hints on specific filters.
IsClosed = false
OwnerId='%UserId%' AND IsClosed = false
SOQL SELECT Syntax
Salesforce Standard Objects