PIM Sych and Outlook items marked as "private"

Question

Hello,
I am new to this forum and our organization is currently rolling out CRM on Demand.
My question is: Is there a way to keep calendar items which are marked as "Private" within Outlook to not get pushed into CRM during the PIM Sych?
Our current workaround is to make the Sych one way from CRM into Outlook. Several Sales users were hoping to have the Sych be a bi-directional (for various reasons), however do not want their personal appointments showing up in CRM.
Thanks in advance to any replies,
Lars

Answer 1

Yes, there is an option to "*Exclude Private data*" during sync between Outlook and CRM.
1. After Successful PIM SYNC Installation.
2. Enter your valid CRM environment login details and click "_Application Setup_".
3. In the setup pop-up window, you should notice "_Active check box_ selected and _Appointment is mapped with MS Outlook_" for sync.
4. Click on the Settings on the right of the pop-up window.
5. Make sure you have selected MS Outlook and click "_Advanced_" on the right of the pop-up window.
6. In Advanced pop-up window. you will notice below options
6.1. In first tab - How to sync, Select any "Two way sync" or "One way to Outlook" or "One way from CRM".
6.2. In second tab - When to sync, Select either manual or automatic with preferred timings.
6.3. In third tab - Appointments - there are four options [Confirmations, Conflict Resolution, Filters, Folder Mapping].
6.3.1. Select Filters and select "Exclude Private Data" and click Ok Button.
6.4. In fourth tab - Folder Mapping - You can map the new calendar folder if you have created to avoid using the default calendar folder.
Hope this helps you,
Thanks, Mahesh