richard
2007-08-02T12:42:00Z
We have just downloaded the trail version sp2 for use with outlook 2003. We want to use the product in a one way update to take info out of ms crm sql 2005 to outlook. Can we use it so that each user can update their contacts without loading the entire crm database down? Secondly I just want to confirm that can do updates of outlook without updating the database.
I think I would need to do a store all to store the keys. And then do a load item for single updates. I believe a load all would update all the records in the outlook database?
One more question - in order to prevent the update of the crm database can I disable the buttons on the screen?

thank you


richardh
Administrator
2007-08-02T17:34:00Z
"we use it so that each user can update their contacts without loading the entire crm database down?"
Yes, you can define a filter limit the result set, you can use also a VIEW in database (can be also readonly)

"Secondly I just want to confirm that can do updates of outlook without updating the database."
Yes, do not use Auto.Save option

"I believe a load all would update all the records in the outlook database?"
Yes, load all will upload all records from DB to Outlook

"can I disable the buttons on the screen?"
Yes, you can remove the buttons, see help topic:Customize Toolbar
You can also use a read only login, to prevent any update


Administrator
2008-01-21T11:55:00Z
From version 4.0.0.3 toolbar buttons can be also disabled per Folder in Folder Options dialog (Assign Table->Options)