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How do i switch off synchronisation so that no user can sync any activities or contacts to their Outlook? RRS feed

  • Question

  • Hi

    Anyone know how i can switch off synchronisation so that no user can sync any contacts or activities (tasks appointments) to their Outlook?

    Thanks
    Dave

    Monday, June 18, 2012 9:57 AM

Answers

All replies

  • The immediate question is why? Unfortunately the behaviour is driven through the user options so it will be a battle to make CRM behave such that the user cannot undo it. I believe the settings are held in registry so you could reset on login but the user could still change them in the interim.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog 
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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe

    • Proposed as answer by Leon TribeMVP Monday, June 18, 2012 10:55 AM
    Monday, June 18, 2012 10:55 AM
  • Hi Leon,

    To prevent sensitive information being synced from CRM to a user's Outlook folders. I am led to believe there are some security role options that can modified?? Is this the case?

    Dave

    Monday, June 18, 2012 11:21 AM
  • There is a 'Sync to Outlook' privilege. This will disable all records being synced between CRM and Outlook: tasks, letters, faxes, phone calls, appointments and contacts. So users will only be able to track email in CRM.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, June 18, 2012 1:29 PM
    Moderator
  • Thanks Neil,

    What is the difference between the 'Sync to Outlook' privilege and the 'Manage Sync Filters' privilege?

    Dave

    Monday, June 18, 2012 7:53 PM
  • David,

    Sync Filters is what controls what is synched to users Outlook. these filters can be modified to synch custom entities etc.

    sync to outlook is the permission that enables the user ability to sync.

    The following articles can give you a good idea:

    http://blogs.msdn.com/b/crm/archive/2011/04/14/getting-crm-data-into-outlook.aspx

    http://blogs.msdn.com/b/crm/archive/2011/06/02/controlling-user-synchronization-settings.aspx


    Visit my blog for CRM material, improving performance, kerberos, IFD, development tips, etc. :) http://quantusdynamics.blogspot.com

    • Marked as answer by David J Kelly Wednesday, June 27, 2012 12:58 PM
    Monday, June 18, 2012 8:07 PM
  • Thanks guys
    Friday, June 29, 2012 10:15 AM