In 2011, I wrote a post describing
Fast forward to 2014. My colleague
Using the Sync Filter Manager, you can update or create new System Synchronization Filters and Filter Templates from system views, reset users to the default rules, or apply additional filters to selected users.
To update one of the default filter templates:
Go to the system view tab (if a view with the desired filter does not yet exist, create it first). Select the view that you want to make the default filter for an entity.
Click “update” and select “Synchronization Filter Template from selected view.”
You will then be prompted to select the template that you wish to update.
Keep in mind that synchronization filters are applied to users the first time they synchronize with CRM.
To reset a user to the default templates
Go to the Users tab
Search for a specific user, or click the search button to display all users in your organization.
Select the user that you wish to reset to the default filter template. Click the “reset to the default Local Data Rules” button.
Other functions you can do with Sync Filter Manager
You can also change the default templates, rename templates and change the description, deactivate/deleted a specific user’s filters, and more.
Keep in mind that you can only have one default template per entity—you can have multiple templates, but just the default for each entity is what the users will receive as their filters when they synchronize with Microsoft Dynamics CRM the first time.
If multiple filters per entity are necessary, my recommended approach is to make a filter that applies to all users the default template, then set up additional templates for the other filters. When users are added, they will receive the default filters, then you just apply the appropriate additional filters to those users as needed.
by Customer Effective, a Microsoft Dynamics CRM Partner