When Dynamics 365 v.8 was released, mobile offline was a big deal. But when we got to v9, the feature was turned off due to stability issues. Well good news, it is now back. You can configure offline profiles from the classic/advanced settings area. To use offline mobile, set the organization data download filters on […]
In Dynamics 365, you can specify an organization data download filter for entities enabled for mobile offline. From the entity customization form, check the box for “enable for Mobile offline,” then click the link for Organization data download filter. On the next screen, you will get what appears to be an Advanced Find type screen […]
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 […]
As always the annual spring update for CRM online is introducing many new features and improvements. One of those is Mobile Offline Synchronization. In this video we look at requirements for the feature, and walk through setup and configuration (including defining offline profiles, and controlling what data is available). There might be a part III, […]
If you use the offline capability in Microsoft Dynamics CRM, did you know that you can make the go offline process automatic? So if you lose your internet connection, you can continue to work in CRM without having to hit the “Go Offline” button. Turn on background local data synchronization. In CRM 2013 Update Rollup […]
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