This article covers some default feature of what can be taken offline with the CRM Laptop Client for Outlook. In the first section it discusses what is not available offline. In the second Section it describes the prefined filters for specifying what data can be taken offline. Finally it concludes by indicating where you change the criteria for going offline in Outlook.
First off here is a list of what is Not available offline:
- Assigning records (except activities and cases)
- Reports
- Sharing
- Workflow
Cannot be edited offline
- Articles
- Sales literature
Here is some background about working offline:
Selecting Local Data to Take Offline
When you go offline, instead of taking a copy of the whole Microsoft CRM database, you can select specific subsets of data to work with offline. Up to 2 gigabytes of data can be stored on your local hard drive. Data filters define which records are taken offline. You can use a set of predefined filters, such as My Active Accounts, My Active Cases, and My Recent Activities, or you can define your own set of data in the Local Data dialog box using the same filtering methods that are common throughout Microsoft CRM.
A list of the default local data groups provided
| Default Local Data Group |
Description |
| All open Campaign Activities owned by me |
Open campaign activities and their children that are owned by you. |
| All open Campaign Responses owned by me |
Open campaign responses and their children that are owned by you. |
| All recent active Campaigns |
All campaigns that have been updated in the last 120 days. |
| All recently changed active Lists owned by me |
All lists that are owned by you, and have been updated in the last 30 days. |
| Competitors |
All competitor records. |
| My Accounts |
Accounts and their children that are owned by you. |
| My Contacts |
Contacts and their children that are owned by you. |
| My Contracts |
Contracts and their children that are owned by you. |
| My Recent Appointments |
Appointments and their children that are owned by you, and that have been updated in the last 30 days. |
| My Recent Cases |
Cases and their children that are owned by you, and that have been updated in the last 30 days. |
| My Recent Emails |
E-mails and their children that are owned by you, and that have been updated in the last 30 days. |
| My Recent Faxes |
Faxes and their children that are owned by you, and that have been updated in the last 30 days. |
| My Recent Invoices |
Invoices and their children that are owned by you, and that have been updated in the last 120 days. |
| My Recent Leads |
Leads and their children that are owned by you, and that have been updated in the last 120 days. |
| My Recent Letters |
Letters and their children that are owned by you, and that have been updated in the last 120 days. |
| My Recent Opportunities |
Opportunities and their children that are owned by you, and that have been updated in the last 120 days. |
| My Recent Orders |
Orders and their children that are owned by you, and that have been updated in the last 120 days. |
| My Recent Phone Calls |
Phone calls and their children that are owned by you, and that have been updated in the last 120 days. |
| My Recent Quotes |
Quotes and their children that are owned by you, and that have been updated in the last 120 days. |
| My Recent Tasks |
Tasks and their children that are owned by you, and that have been updated in the last 120 days. |
| Notes |
Notes attached to records that are copied to your local data. |
| Sales Literature |
Sales literature attached to records that are copied to your local data. |
| Sales Literature Documents |
Files attached to sales literature records that are copied to your local data. |
The first time you go offline, it can take a significant amount of time to synchronize your computer with the Microsoft CRM server. It is best to plan your first time. While the Microsoft CRM client for Outlook is synchronizing, Microsoft CRM is not available, including all of the Microsoft CRM buttons and menus. You can view the progress of the update in a dialog box. The progress information includes specific information about the quantity of each record type that is updated, and the dialog box displays any errors. After the update is complete, you can continue to work in Microsoft CRM client for Outlook.
To adjust the criteria for Offline Data choose the "CRM" Menu and then modify the setting under Local Data.
Jeff Loucks
Available Technology
availabletech.net
888-474-2237
Posted
Jan 25 2007, 07:25 AM
by
jeffl