Define filters for data to take offline

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You use local data groups A set of filters that determines what data is available offline and stored on the local computer. to define what data is taken offline. Default local data groups are provided that you can edit.

Tip

1. In Microsoft Dynamics CRM Online for Outlook, on the Microsoft Dynamics CRM menu bar, click Modify Local Data Groups.
2. In the Local Data dialog box, on the Data Group tab, open the data group that you want to edit. To create a new data group, on the Actions toolbar, click New.

   The Data Group tab lists existing data groups criteria, grouped by record types used in the filter, such as Competitor or Cases. Each row represents one set of filter criteria, and contains three columns: the field to use in the filter (for example, Account Name or City), the query relational operator Part of an expression (for example "is equal to" or "contains") that defines how a specified attribute should be compared with a value. (for example, Equals or Contains), and the value to filter on (for example, Open).

3. To edit a filter criteria row, click the field and select a different field, or click the query relational operator Part of an expression (for example "is equal to" or "contains") that defines how a specified attribute should be compared with a value. and select a different operator, or click the value, and enter a new value. For some values, you can click the Select Values button to open the Select Values dialog box and select the value you want.
4. To add a criteria row:
   1. In the area for the record type that the field belongs to, click Select, and specify the field to filter on.
   2. Click the query relational operator Part of an expression (for example "is equal to" or "contains") that defines how a specified attribute should be compared with a value., and select an operator.
   3. Click Enter Value, and enter a value to filter on. For some values, you can click the Select Values button to open the Select Values dialog box and select the value you want.
5. To group criteria, you must select two or more rows for the same record type. For example, Sales Stage and Est. Revenue are both field values in the Opportunity record type and two rows that specify filter criteria for these fields can be grouped. However, rows with field values from different record types, such as Account and Opportunity record types, cannot be grouped.
   1. For each row you want to group, in detailed mode, click the Options menu button for that row, and then click Select Row.
   2. On the Filter toolbar, select Group AND or Group OR.
   3. To remove a row from a group, click the Options menu button for that row, and then click Delete.
   4. To select a group, click the Options menu button for that group, and then click Select Group.
   5. To add a criteria clause to a group, click the Options menu button for that group, click Add Clause, and then select the field, query relational operator, and value.
   6. To unselect a group that has been previously selected, click the Options menu button for that group, and then click Deselect Group.
   7. To ungroup a group, click the Options menu button for that group, and then click Ungroup.
   8. To change a Group AND group to a Group OR group, or a Group OR group to a Group AND group, click the Options menu button for that group, and then click Change to OR or Change to AND.

Tips

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