Dynamics CRM 4.0 Offline Records not showing

Posted on 2011-04-26
Medium Priority
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.
Question by:sbdt8631
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LVL 30

Expert Comment

by:Feridun Kadir
ID: 35471242
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.

Author Comment

ID: 35475195
I don't see Local Data filters in CRM|Options.  What am I missing?
LVL 30

Accepted Solution

Feridun Kadir earned 2000 total points
ID: 35475241
Sorry I didn't explain the location of the link too well. In the CRM pull-down menu click on Modify Local Data Groups.

Author Closing Comment

ID: 35477262

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