Announcements
No record found.
Hi,
CRM offline synchronization to outlook showing empty records all time. Even though we have records in CRM.
*This post is locked for comments
what is the outlook addin and server versions ?
Server Version is SharePoint 2016 On Premise
Add in version is below.
You may want to review the offline filters for both the system and user.
This article is an overview and has links to each configuration.
You may have a filter that is not properly configured to match your data that you are trying to sync.
docs.microsoft.com/.../create-modify-synchronization-filters-view-synchronizing-fields
I tried this but even after synchronization show success when i click ,Go Offline in Outlook. Data not appearing under sales.
When i click Go online, again all the existing data in CRM appears fine in Outlook.
Is there a way to find any logs or setting which still needs to be checked.
The best way is to open the filter view in a regular CRM view and make sure that you are seeing records. The records that appear in the view via advanced find for from the entity will match what is being sync'd offline.
Also I would check to make sure you have the security role for outlook offline enabled
If you go to advanced find you should be able to view the records that will be synced by matching the advance find view with your filter
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.
Congratulations to our 2026 Super Stars!
We are thrilled to have these Champions in our Community!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
