The Forgetful Road Warrior and CRM 4.0 off-line client for Outlook.

The CRM 4.0 off-line client for Outlook has a some new options that make it even better for the business traveler. CRM 4.0 now allows you to automatically keep your off-line database in sync so you don’t have to remember to do it yourself.

When I was traveling I would always forget to take the CRM client off-line before I left the office.  Granted it was poor planning on my part, but it seemed I was always in a rush when it was time to travel and I would forget. If I needed to work on CRM in that long wait at the airport or on the plane, I have to sync up as much as a weeks worth of work which took along time when doing it over my Motorola Q data link. Not so much fun.

Well, with CRM 4.0 I don’t have that problem anymore. The CRM options form has a new “local data” tab. This is where are you tell CRM to keep your local database to sync every 15 minutes or so automatically. Once this is turned on, your off-line database is always ready to go!

Assuming you’re running the CRM 4.0 off-line client for Outlook, here’s how you set up your laptop to automatically sync the off-line database.

 

In Outlook, click the CRM option in the menu bar and select options.

 WindowsLiveWriterCRM4SyncingOptions_9B76image_2

Once the personal options form is displayed,click the “Local Data” tab,

WindowsLiveWriterCRM4SyncingOptions_9B76image_4

Now all you need to do Is click the checkbox next to “Update local data every” And select the time interval.

Hope you enjoy that one, it sure has made my life easier.

 

Steve Noe

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About stephenvnoe

Dynamics CRM solution architect, consultant, trainer & project manager. I provide CRM design, services, mentoring & support to all manner of Dynamics CRM projects.
This entry was posted in Configure, CRM 4.0, Installation and tagged . Bookmark the permalink.

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