We have a requirement to modify the default outlook filter templates so that whenever a user configures the outlook client for a new CRM organization,
instead of the OOB outlook filters, the customized filters should be created. I have done this as explained at
http://msdn.microsoft.com/en-us/library/gg328205.aspx. The result wasn’t as expected for me and 16
filters were created for my user out of the 8 customized templates.
1.Change the default
Outlook Filters Templates by modifying the fetchxml column of the 8 records found through the following query:
The fetchxml update was done via SDK calls.
2.Publish all customizations to see the changes take effect.
3.Check that only those 8 rows exist for the above query with the modified fetchxml.
4.Add a new user in CRM through UI and give him an appropriate role.
5.Check that 0 rows exist for this user in the userquery table with querytype 256 (Outlook Filters).
6.Have the user connect to the organization through the configuration manager.
After this operation, 16 rows exist for the user in the userquery table with querytype 256 (Outlook Filters). Launch outlook and check
the synchronization filters, 16 filters exist. 8 are the default OOB filters with old fetchxml and 8 have the same names but with new fetchxml. All fetchxml was built through advanced find and later validated by opening the filters in outlook client.