Hi all,
I have a perhaps unusual request. I'd like to be able to have a shared contacts folder (address book) that all users would have access to in Outlook. Ideally, it would be a dynamic query based on our CRM contacts list. In our case, a list of all client contacts.
I understand this can be done on everyone's machine individually. But there are two problems with this:
1. There's no way to administer this
2. Because it's a local contacts database, any rules will be local only and ideally I'd like to have an outlook rule that automatically moves all emails from client contacts into a inbox subfolder called "Client Email" which we'll then set up as a tracked folder
I found a good article explaining how to set up a shared contacts folder using exchange online here: https://www.cogmotive.com/blog/office-365-tips/create-a-company-shared-contacts-folder-in-office-365
My only issue is that this database will get stale over time. Ideally it should be dynamic and based on a CRM list.
Any way of doing this? It would be an extremely useful feature.