How to Enable Mobile Offline Configuration in Microsoft Dynamics 365 Customer Engagement

by | Microsoft Dynamics Support

How to Enable Mobile Offline Configuration in Microsoft Dynamics 365 Customer Engagement

by | Jul 11, 2019 | Microsoft Dynamics Support

Ensure offline mobile Dynamics 365 access

This week in Microsoft Dynamics Support, we’ll look at how to enable mobile offline configuration in Microsoft Dynamics 365 Customer Engagement.

Mobile offline configuration is useful when you’re accessing Dynamics 365 from your mobile device without an internet connection. Even when you don’t have an internet connection, you are still able to access information through the offline mobile settings.  

You have to specifically enable this feature in Dynamics 365, and it is only available in production instances. If you’re trying to enable mobile offline access in a sandbox or any other trial instance, this feature will not be available for you to test.

See below for video and instructions:

Enable mobile offline configuration

1. Go to Settings > System > Administration:

2. Select Mobile Offline Configuration:

In this section, you are actually provisioning the offline mobile configuration module into your system.

3. Click Continue:

4. Click Start Provisioning:

NOTE: As soon as you click the Start Provisioning button, the system will start downloading information into your Dynamics 365 environment. THIS PROCESS CAN TAKE A FEW HOURS TO COMPLETE.

Once this process is complete, you will see a new Mobile Offline section under Settings > Business:

Enable entities for mobile offline sync

1. Go to Settings > Customization > Customize the System: 

2. Select the entity you want to enable, then scroll down the General tab to Outlook & Mobile and make sure Enable for Mobile and Enable for Mobile Offline are both selected: 

If you click “Organization data download filter,” you can filter the data for what you want to show up offline, then click OK.

3. Repeat Step 2 for any other entities you wish to enable, then click Publish.

After publishing, your entity or entities will be enabled, and your filters will also get applied to those entities. 

 

Now that you have your entities enabled for mobile offline access, you’re ready to learn how to set up a mobile offline profile in Microsoft Dynamics 365!

 

Looking for a helping hand with Dynamics 365?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

  • unlimited diagnostic support
  • unlimited answers to “How do I …?” questions
  • annual system audits
  • regular progress calls from a dedicated account manager
  • + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!

Dinesh Joseph is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. He trains, supports, and consults for both new and experienced Dynamics 365 and Sage CRM users. He also provides analysis and customization for both systems and their integrations.

His goal is to help his customers run their CRM systems smoothly and efficiently.

Related articles:

0 Comments

Submit a Comment

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