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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Going Offline with Microsoft Dynamics CRM for Outlook

If you install Microsoft Dynamics CRM for Outlook with Offline Access, you have the option to work with your Microsoft Dynamics CRM data when you are disconnected from the server. This feature is useful if you need to travel for onsite customer meetings or other activities, because you can look up your existing notes, add new notes, run reports, and do much more without needing an Internet connection. The concept of disconnecting from the Microsoft Dynamics CRM server is known as going offline. When you go offline, Microsoft Dynamics CRM for Outlook copies a subset of the Microsoft Dynamics CRM database to your computer. While offline, you can perform almost all of the Microsoft Dynamics CRM ...

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