The terms are Outlook, Offline, Filter and Template. Let’s note down few facts about each to act as reference while looking at the functionality. In the context of this article there are four terms that, in various combinations, mean different things. In the next article we’ll see how the CRM 2011 Views and Filters Toolkit can be used to perform tasks related to Filters and Templates, as well as to access some of the functionality that until now was only available through the CRM API. This article is meant to provide a complement to the MSDN article cited above by explaining these features in more detail. However, in my opinion some of this functionality is not immediately clear. The way in which CRM controls what users download to their online and offline Outlook clients has been improved with the 2011 version, as you can read here.
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