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Dynamics CRM 4.0 Offline Records not showing

sbdt8631
sbdt8631 asked
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Last Modified: 2012-05-11
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
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Feridun KadirPrincipal Consultant
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Commented:
Record unavailable means that the Customer record (which could be an account or contact) for the opportunity has not been downloaded.  

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.

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Commented:
I don't see Local Data filters in CRM|Options.  What am I missing?
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Thanks
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