Microsoft Dynamics 365 and Sales Department

You are an administrator in an organization that uses Microsoft Dynamics 365 and Microsoft Dynamics 365 for Outlook. A majority of the users want to synchronize all contacts from accounts they follow, rather than just contacts they own. What should you do?


A. Create and distribute a set of synchronization filters that includes all contacts for followed accounts.
B. Instruct each user on how to configure the offline filter.
C. Instruct each user on how to configure the synchronization.
D. Instruct each user on how to configure the synchronized fields.
 

Discussion:   It is always better to create a filter that allows users to see the set of customers they want to do.  Don't rely on the user to do it.

 

 

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