sbdt8631
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Dynamics CRM 4.0 Offline Records not showing
My salesman sent me this message:
When I go off line, opportunities with Sobeys corporate do not show the company name…they say “record unavailable”. When I go on line, they show up again.
offline-records.pdf
When I go off line, opportunities with Sobeys corporate do not show the company name…they say “record unavailable”. When I go on line, they show up again.
offline-records.pdf
ASKER
I don't see Local Data filters in CRM|Options. What am I missing?
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ASKER
Thanks
Check the Local Data filters for accounts and contacts in CRM | Options in Outlook for your salesman.
You will need to adjust the offline filter for accounts (and/or contacts depending on which you use for opportunities) to perhaps all accounts or all accounts that have opportunities that I own.