CRM 2013 Tool – Sync Filter Manager

I (and everyone who uses Microsoft Dynamics CRM) subscribe to Tanguy Touzard’s excellent blog Dynamic CRM Tools .  For those of you who don’t know about Tanguy he is a CRM MVP and has created many many tools for Microsoft Dynamics CRM.

In fact when I think we  should get Tanguy to change his surname to TOOLzard

The best thing about Tanguy’s tool is it’s completely free and available on codeplex, click here to get it, it has the catchy name

He has created a swiss army knife tool, which has all these tools/plugins inside it

Solution Transfer Tool
Access Checker
Attribute Bulk Updater
Audit Center
FetchXml Tester
Metadata Document Generator
Privileges Discovery
Role Updater
Script Finder
SiteMap Editor
Solution Import
Easy Translator
View Layout Replicator
Web Resources Manager

but today people he has added another tool to the growing list and he calls it

The Magical Sync Filter Whizzbang Manager

well actually he didn’t call it that but I think if he did it would definitely make it sound more exciting, the real name is

Sync Filter Manager

Here is a picture of the tool

The next question you are asking yourself is what does it do and why is it good.  Well the tool allows you to globally manage users filters and this very useful because usually each user has to manage their own filters but in reality what this really means is a CRM person has to go to every laptop and setup and manage the filters which can take quite a lot of time and involve synchronizing schedules so people are in the office etc.

here is what the tool can do

With this tool, you can:

  • List and delete System Synchronization filter: These filters applies to all users and users can’t change them.
  • List, delete, define as default and apply Synchronization Filters Templates to users: These filters applies to users you choose and users can delete these filters if they want to. (Note: Although there can be multiple filters per entity listed in the Default Local Data Rules, CRM only allows one rule per entity to have the “Is Default” attribute set to “True” – Only Default Local Data Rules where the “Is Default” attribute is “True” will be copied to the selected user when a user is ‘created’ or ‘reset’)
  • List, enable, disable and delete Users synchronization filters: They are the filters currently in use for users.
  • List System views. You can also create a system rule or a rule template from a system view. It is also possible to update an existing system rule or rule template from a system view.
  • List users: This action will replace all synchronization rules for the selected user(s) with the organization’s default local data rules. Any user-created rules will be removed.


If you have used Tanguy’s tools and it has helped you out then you can thank by giving him some money via paypal on his blog



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