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Select just the data you need before you go offline

One of the great things about CRM para Outlook is that you can use it to take your CRM data with you when you're on the go. For example, if you travel to a customer's site, you can look up your CRM contacts, review and add new activities, run reports, and more without connecting to the Internet.

CRM para Outlook stores up the changes you make while you're offline and automatically synchronizes them with Microsoft Dynamics CRM when you go back online.

But before you go offline, it's a good idea to think about the data you want to take with you. For example, CRM para Outlook automatically synchronizes the appointments, contacts, and task records you own to your local hard drive. If that's all you need, you're all set. But what if you want to synchronize records you don't own? Or maybe you want to make the synchronization process go faster by synchronizing a smaller subset of data? You can synchronize just the data you need by modifying the offline filters.

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