Hi,

i am using laptop client for outlook (V3.0). Whenever i go offline , i
can not view data . There are no accounts or contacts.

how to solve this issue .

thanks
Aami

Hi Aami,

Did you check the synchronization rules for CRM in Outlook. make sure
you have rules setup for what data that you would like to bring down.
you can find the setting on the Microsoft CRM menu in outlook.

Hope this helps!

Darren

Hi Aami,

Did you check the synchronization rules for CRM in Outlook. make sure
you have rules setup for what data that you would like to bring down.
you can find the setting on the Microsoft CRM menu in outlook.

Hope this helps!

Darren

Thanks Darren,

In CRM menu.....option and synch........i checked all radio buttons.
But whenever i go offline i dont see anything although synchronization
goes very well, when i click on " go offline".

any suggestion ....

Aami

Hi Aami,

Ensure the SQL server and Agent services are started and set to auto start
on the remote/laptop client.

hth

Regards,
Nathan Warner

"Aami" wrote:

SQL server and SQL agent CRM are set to auto start at client machine
but still can not ´view the data. When in offline i click on account ,
it shows .....loading .....but nothing is in account ...........

thanks Nathan

Are you looking for your own data or that of others (such as test data)?
Within Outlook, go to Menu CRM -> Local Data. Ensure that the data you want
to sync is within those queries.

For instance, by default - it will not sync ALL data, just yours.

/David.

"Aami" <aamir34@hotmail.com> wrote in message
news:1144233470.419349.93430@t31g2000cwb.googlegro ups.com...
SQL server and SQL agent CRM are set to auto start at client machine
but still can not ´view the data. When in offline i click on account ,
it shows .....loading .....but nothing is in account ...........

thanks Nathan

hey

you are right , the reason why i was unable to see all data because of
i was not the owner of accounts or contacts . I can only see my
activities.

I thought with the administration role , one can view all data .

thanks guys for input.

Aami

I thought so too Aami. Does anyone have any ideas on how to work around
this? I'd rather not be the owner of all records.

"Aami" wrote:

Under the CRM menu option in Outlook, create a new Local Data query. The
defaults are all "My..."
--
Tad Thompson



"John P" wrote: