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crm 2011 - Offline Mode in Outlook

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Hi all,

Please let me know how does offline mode for CRM outlook works!!

When I had navigated through the settings part in the outlook enabled with connector, I found "off-line filter" setup option.. as a drop list in the "go offline button"

where can I get detailed explanation on the same???

I even have one more doubt... if my CRM 2011 works integrated with AX (ERP) the synchronization... on a huge data!! will It make the CRM outlook's performance slow?? how does the "SQL express DB" getting installed into our local client handle data??

Outlook Connector for CRM 2011 is there any article's available for a detailed reference??? please help...

(prijil.p.s)

Saturday, April 6, 2013 1:36 PM

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Hi,

About your question on CRM and Outlook issues have a look at these articles:

http://blogs.msdn.com/b/crm/archive/2011/04/14/getting-crm-data-into-outlook.aspx

http://msdn.microsoft.com/en-us/library/gg328205.aspx

http://www.powerobjects.com/blog/2012/05/03/going-offline-with-microsoft-crm-2011-outlook-client/

About the performance, I have deployed the Outlook and CRM integration in small and medium sized organizations, and no performance issues have been seen.

And, about the Outlook and the data handling of Express SQL you could ask it in related forums.
If the answer helped you, remember to mark it as answer.
- Marked as answer by Prijil.P.S Saturday, April 6, 2013 2:57 PM
Saturday, April 6, 2013 2:27 PM

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Hi,

About your question on CRM and Outlook issues have a look at these articles:

http://blogs.msdn.com/b/crm/archive/2011/04/14/getting-crm-data-into-outlook.aspx

http://msdn.microsoft.com/en-us/library/gg328205.aspx

http://www.powerobjects.com/blog/2012/05/03/going-offline-with-microsoft-crm-2011-outlook-client/

About the performance, I have deployed the Outlook and CRM integration in small and medium sized organizations, and no performance issues have been seen.

And, about the Outlook and the data handling of Express SQL you could ask it in related forums.
If the answer helped you, remember to mark it as answer.
- Marked as answer by Prijil.P.S Saturday, April 6, 2013 2:57 PM
Saturday, April 6, 2013 2:27 PM

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What detailed reference information do you need, and for what purpose?

There are lots of white papers published by Microsoft about CRM for Outlook but I assume you are able to search the internet and have already read these. For example, the CRM 2011 Implementation Guide, etc.

Yes, if you synchronize a lot of data to the user's computer it can affect performance. That's why the recommended PC specifications are high and why synchronizing large volumes of data is not recommended.
Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

Saturday, April 6, 2013 2:29 PM

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Dear Payman,

Many thanks for your reply, the links provided were useful.

Dear Niel,

Thanks for your reply.

I am working on a presales proposal for AX - MSD CRM integration.. the client had requested for more detail on offline mode options in CRM.

(prijil.p.s)

Saturday, April 6, 2013 3:02 PM

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crm 2011 - Offline Mode in Outlook

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