With Dynamics CRM 2011 outlook client, users can view CRM data even they
are not connected to CRM. Synchronized too much data might not be a good idea
as it will reduce performance and user experiences.
In CRM2011, users can specify the filter on:
- what data they wanted to take offline
- what data they wanted to sync to their outlook’s folder
To configure Office Outlook 2010 filters,
1. Navigate to
File>CRM> Synchronize dropdown.
2. After clicking
the “Outlook Filters”. Users can change the filter to control what data sync
into their outlook.
The
dialog contains list of different entities type being configured and their
status.
Offline Synchronization Filters
|
Outlook filters affect CRM items which have counterparts in Outlook, like Tasks, Contacts and Appointments. They control what data gets synced to Outlook folders, such as the Contacts folder or Calendar. |
Outlook Synchronization Filters
|
Offline filters affect the CRM folders in Outlook, and they
specify what data gets stored on your machine when you disconnect from the
internet (Go Offline).
If user missing CRM data while Offline, we can modify
the Offline filters.
If user is taking long time to Go Offline, we can
deactivate some of the data filters to reduce amount of data being sync.
|
User Filters
|
These filters belong to you, and it defined what information gets synced down from CRM to Outlook. |
Systems
|
These filters configured by the system administrator, and they apply to everyone. |
