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Create a filter to decide which information will be pulled from CRM Outlook add-in using the address book functionality


In the Dynamics 365 (or CRM for Outlook) add-in, Set Personal Options -> Address Book - > Other Record Types, there are 2 options: "Match only items I own" - this option will only display ACTIVE record for which the Owner is the "Current User" and for which the user has security access. This op...

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Category: General (1850)

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