[Applies to: Microsoft Dynamics CRM 4.0]

Go offline

Can I do this task?

You can go offline if you have installed Microsoft Dynamics CRM Online for Outlook with Offline Access and have offline permissions. In addition, your organization must have purchased offline-capability with the subscription to Microsoft Dynamics CRM Online.

Whenever you go offline, data is synchronized between Microsoft Dynamics CRM Online and Microsoft Dynamics CRM Online for Outlook to ensure that you have access to the latest data on your computer.

Whenever you go back online, the changes you've made to your local records are uploaded to the Microsoft Dynamics CRM Online database.

You can also update your local data periodically while you are still online. This reduces the time it takes to synchronize before going offline. This interval is set in your personal options.

More information: Set Personal Options

1. In Outlook, on the Microsoft Dynamics CRM toolbar, click Go Offline.

   You can track the progress of the records as they are updated in the Synchronizing Microsoft CRM Data dialog box.

2. To view the details of the synchronization, click Details. To receive a confirmation that the synchronization is complete, select the Show Confirmation When Complete check box.
3. If the check box is selected, click OK to close the confirmation message and to complete the update.

   The Windows notification area displays the Microsoft Dynamics CRM Online for Outlook Not Signed In icon and the button on the Microsoft Dynamics CRM toolbar changes to Go Online. Other options may also change.

Notes

• When you go back online, your data will be re-synchronized with Microsoft Dynamics CRM Online and Microsoft Dynamics CRM Online for Outlook, and you may be notified of any duplicate records. More information: Avoiding Duplicate Records

To go back online, on the Microsoft Dynamics CRM toolbar, click Go Online.

• If you attach a file to a Microsoft Dynamics CRM Online record while you are working offline, the attached files must be available in the same location when you synchronize your data in order to be uploaded to the Microsoft Dynamics CRM Online database. For example, if you are visiting a customer and you borrow a disk with a file that you want to attach to the customer's record, first copy the file to your local hard drive, then attach it from there. After you've synchronized your data and the attachment file has been uploaded to the Microsoft Dynamics CRM Online database, you can delete your local copy.