Permissions needed to access local data group for MSCRM 4.0

Posted on 2008-11-14
Last Modified: 2012-05-05
We are running CRM 4.0 with Outlook 2007 set for offline access.  When online we can see each others accounts and contacts.  When offline we can only see the accounts and contacts we own.  It looks as though I can modify the local data group to sync shared accounts/contact, yet when I try to access this from the Outlook menu I get "Insufficient Permissions" for the logged in user.  

I am the CRM admin for my company and have given myself CEO, Salesperson and System Administor roles, but still cannot access this area.  

What permission am I missing?  Will I be able to modify the local data group to pick up those accounts/contacts that are shared by another person in my company?


Question by:jtcomstock
    LVL 1

    Expert Comment

    You have to be logged in with the user the crm client is setup to, then you sould be able to do it

    Accepted Solution

    Found out that I needed to modify the local data set to change the filters.  This allowed all accounts and contacts to be pulled in.  

    Expert Comment

    I'm getting the same error message on another user's local data set, can't change the filter.  is it a rights issue?  i'm not seeing where to further modify the local data sets to update permissions?

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