The following functionality does not work offline: Workflows Plug-ins Cross-entity business process flows Entity-level business rules Limitation for mobile offline JavaScript client SDK for Create Record and Update Record The client SDK can’t be used to create or update intersect entity records; offline disabled entity records; or activity party entities records. No upfront validation of […]
You enable mobile offline synchronization in Settings–>Administration. It tells you that offline provisioning was successful. However, when you navigate to settings, you don’t see the link. Using the XRM toolbox (or other Sitemap editor of your choice), add the following subarea to your sitemap.
When deploying Dynamics 365 mobile with offline capabilities, it is important to plan your profiles. Profiles define what data should be available when offline. I use a simple planning matrix to define the filter options for each business group that will be used offline. This spreadsheet includes the standard filter options: All Records Related Data […]
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