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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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Configuring a Local Data Group

As you learned in the previous section, local data groups define which data Microsoft Dynamics CRM for Outlook with Offline Access copies from the server to your offline database. During the installation process, Microsoft Dynamics CRM creates approximately 30 different local data groups for the records in your system. If you plan to work offline frequently, you should examine these default local data groups to make sure you’ll have access to the information you need when offline.

Configuring a Local Data Group

Two common modifications to the default local data groups are:

  • Including all reports to run offline, because the default local data group ...

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