As a mobile salesperson, having contacts available in Microsoft Outlook is critical. Microsoft Dynamics CRM allows users to create a filter to define which contact records to synchronize in Microsoft Outlook.
To create a filter, go to the File menu in Outlook and click CRM in the navigation pane. Next, click on Synchronize and select Outlook Filters. Here, the system default filters such as My Contacts are available. A recommended Best Practice is to change the status of My Contacts to Inactive. This filter synchronizes all contacts where the user is the primary owner in Microsoft Dynamics CRM. A more specific set of contacts may be desired, such as top customers and partners. Now, create a new filter by clicking the New button. This opens an Advanced Find window where a salesperson can define a more precise query on contacts to be synchronized. An optional additional recommendation is to create a Marketing List called “Outlook Synchronized Contacts” where key contacts are individually assigned to the list. The Advanced Find filter needs to include only contacts assigned to that specific marketing list.