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outlook synchronization in the case of historical data migarted from other crm RRS feed

  • Question

  • Hello,

    We have migrated to crm 2013 and I was asking myseylf what would happen when users will synchronize crm contacts and activities that we migrated. Those are thousand of records we migrated and we have 10 or 20 users that have activities such as appointments or tasks over more than 10 years.

    Will Outlook synchronize everything related to those users? Is there an easy way to handle that?

    So far, the only idea I had was to had a date criteria into default filters of crm for Outlook by adding a condition.

    Let's say for appointments, something like 'where date > a year ago'.

    But this will require me to configure it manually on all those concerned users computers?

    Than you if you could help me getting around this!

    Have a good day.

    Friday, March 21, 2014 2:48 AM

All replies

  • Hello,

    Could someone quickly explain to me if I will have to set filters on each outlook client?

    Best regards,

    Sébastien

    Tuesday, March 25, 2014 11:39 AM