web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Outlook plugin for CRM...
Microsoft Dynamics CRM (Archived)

Outlook plugin for CRM: access all records available online in offline mode

(0) ShareShare
ReportReport
Posted on by sn1b 2,190

Hello,

Some of our sales representative want to work in offline mode and synchronize once per day as they used to with our former CRM system. According to them, while working remotely with our on-premise setup accesing through VPN, they often have speed issues.

Is it possible to sync offline whole records they have access while been online?

We have a 'small' database: 15 Gb with attachments. I already tried to setup filters with XrmToolBox but I'm wondering how to setup filters in a manner it will work for all users who will use offline mode.

If you have any other suggestion or comment. I know it's not the purpose of it, that only subset of records should be used.

Thank you

*This post is locked for comments

I have the same question (0)
  • AFTAB HUSSAIN Profile Picture
    AFTAB HUSSAIN Microsoft Employee on at

    Hello,

    See if the links below  help.

    www.microsoft.com/.../work-offline-with-crm-for-outlook.aspx

    www.powerobjects.com/.../going-offline-with-microsoft-crm-2011-outlook-client

    Thank You !

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    Apart from the link provided by Aftab, please also see if your users have got following security roles permissions/privileges:

    -Go offline

    -Sync to outlook

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Sn1b

    Is it possible to sync offline whole records they have access while been online?

    --> As long as the user has acccess, click go online, then sync to CRM and also will get the records accordingly in align with their security role, entity offline availability, and also only get the data based on the user filter you set before.

    You cannot make a user who doesnt have access to read records that they even have no access of those records, for example = a Salesman only can see his record or a CSR cannot see Lead records, etc, so it does respect the privilege like they have in Online mode.

    Or if you allow user in online mode to see all records, but in offline mode you restrict them only can see their record then, that is the usage of this sync filter template, the filter criteria is quite similar to adv fnd.

    Another question, you are wondering setup filter for all users, you can use the Sync Filter Manager --> there is a tab for user sync filter

    community.dynamics.com/.../crm-2013-tool-sync-filter-manager.aspx

    mscrmtools.blogspot.com/.../introducing-new-tool-sync-filter-manager.html

    Additional comment from me, The reason why we need to create a filter for users because we need to be careful on database size in user local PC and also during offline some users dont care about other people records, they only care about their record, unless the records are dependent master data.

    Hope this helps you!

    Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans