How To Enable Offline Mobile Access for Dynamics 365 Customer Engagement

by | July 30, 2019 | Dynamics CRM

No matter if your employees are working in the field, traveling, or in a remote area, they can access data and update information within Dynamics 365 for Customer Engagement (CRM) – with or without an internet connection. By setting up your CRM system for offline access, your employees can take full advantage of CRM no matter where they are working.

In order to access CRM without an internet connection, you need to enable each of the entities you want available offline. First, navigate to ‘customize the system’ where you can identify each area you would like to make available. Due to space constraints, you should only choose fields that are necessary for your users. As you’re searching through entities, keep in mind that the majority can be enabled for offline access, but not all of them. Custom entities are available for offline mobile.

Once you have identified the field you want access to, click on “enable for offline”.

Enabling Offline Mobile Access

That selection will bring up a filter to edit your organizational data and choose the information you want to include.

Once you have your entities selected, you can log into the ‘environment’ area of the admin portal and select the environment. Once there, choose settings for the environment, and navigate to the mobile configuration.

Enabling Offline Mobile AccessEnabling Mobile Offline Access

Two options will come up. The first is the “Mobile Offline Settings”. Click into this option and you’ll see a setting “Set conflict detection for mobile offline synchronization”. If you enable this feature to ‘yes’, it means the server will take precedence, so any changes will override what you have on the client. We suggest this remain marked as ‘no’.

Back in the settings menu, choose the second option – “Mobile Offline Profiles”. You may have several profiles listed, but keep in mind that users can only be assigned to one profile at a time.

Once you set up your profile, you can add each entity that you want offline access to within that profile. Within each entity, you can choose which data should be downloaded based on the information you would like. For instance, within the account entity, you can choose all records, other data filter, custom data filter, only your records, or your teams records.

Sandbox

Once you have your profile configured with the items you want, you then want to publish your environment.

Sandbox

Once published, go into PowerApps and choose the app you want your environment to be in. Right click, and choose edit.

Enable Mobile Offline

Go into ‘properties’ and make sure that ‘enable mobile offline’ is selected. Then you can add your profile.

Enable Mobile Offline

You can add as many profiles as you would like into a single app. After that step, you simply need to hit publish to enable the offline mode for all entities you set up.

The first time you publish your test environment, it may take a while to generate. Once available, you can see which items are available for mobile offline as they are identified with a green icon.

Enable Mobile Offline

When you’re offline you can complete lookups to other entities, access accounts, create new contacts or accounts, and more.

Once reconnected to the internet, all the changes that you made while offline will sync to the system.

If you need assistance enabling offline access, or have other questions about Dynamics 365 for Customer Engagement, reach out to the team at Stoneridge Software.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X