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.


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


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


Submit a Comment

Your email address will not be published.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

Upcoming Events


31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

07apr2:00 pm2:30 pmEnsuring Quality for Batch Manufacturers

08apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Jumping into the Deep End of the Data Lake

14apr10:00 am10:30 amBoost Seller Productivity and Close More Business with Dynamics 365 Sales

21apr10:00 am10:30 amSetting Your Sales Team Up for Success: A Modern Look at Revenue Operations

21apr12:00 pm1:00 pmGetting Started with Barcode Scanners and WMS Apps for Business Central

21apr2:00 pm3:00 pmMoving to the Cloud: Today's Solution for Leading Field Service Companies

22apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Moving from Manual to Automated with Strategic Automation Strategies

28apr10:00 am10:30 amThe Modern Manufacturer: Best Practices for Inventory Turnover

28apr12:00 pm1:00 pmPower Up Microsoft Dynamics by Automating Budgeting, Dashboarding and Reporting


05may10:00 am10:30 amAchieve More with Zetadocs for Business Central

05may2:00 pm2:30 pmSimplifying Item Pricing, Availability, and Tracing for Batch Manufacturers

06may11:00 am12:00 pmD365 Field Service – New Features to Empower Your Remote Workforce

12may10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

12may12:00 pm12:30 pmFinancial Implications of Moving from Dynamics GP to Dynamics 365: Licensing and Infrastructure

17may(may 17)8:00 am28(may 28)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

26may10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

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!