How to Enable Mobile Offline Configuration in Microsoft Dynamics 365 Customer Engagement
How to Enable Mobile Offline Configuration in Microsoft Dynamics 365 Customer Engagement
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:
To access the legacy interface, click on the gear in the upper right, then “Advanced Settings.”
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!
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!
Azamba Launches EZ Notes: A Smarter, Simpler Way to Take and Manage Notes in Dynamics 365 CRM
Chicago, IL – [March 19th, 2025] - Are messy, disorganized notes wasting your team’s time and leaving critical details lost in the shuffle? Do you spend more time searching for information than acting on it? EZ Notes is here to end the frustration and take the chaos...
Powerful New Updates to Accelerate Sales for Microsoft Dynamics 365 CRM Users
Chicago, IL – [March 5th, 2025] – Azamba is excited to announce the release of EZ Buttons 3.1. This powerful CRM Add-On for Microsoft Dynamics 365 simplifies tasks and makes CRM a breeze to use. With this CRM Add-On, you will work faster and smarter with less...
Azamba releases EZ Buttons 3.0!
Chicago, IL – [November 20th] - We are thrilled to bring you EZ Buttons 3.0, a game-changing update packed with powerful tools to streamline your sales process and help you get more done, faster. With EZ Buttons, turn time-consuming, multi-step tasks into quick,...
Microsoft Dynamics 365 Business Central + CRM Integration Demo | Dynamics Deep Dive Series
Stay Connected Without Switching Systems If your team is jumping between tools just to get a full picture of a customer or transaction, you’re losing time. You might even be missing opportunities. The integration between Microsoft Dynamics 365 and Business Central...
How to Track Your Goals and Metrics in Microsoft Dynamics 365 CRM | Dynamics Deep Dive Series
Set and Track Your Goals, All From CRM Goal tracking shouldn’t require extra work. If your team is still updating spreadsheets or switching between apps just to see where they stand, it’s time for something better. With Dynamics 365, you can monitor performance,...
Why MSP’s Should add CRM to their Solution Portfolios
We’re entering a new era in CRM. All the old reasons for customers buying CRM are still valid. But the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”. AI is...
Boost Your MSP Earnings with Strategic Partnerships
Time is money, we’ve been told since childhood. The idea is that people should focus their attention on the things that bring value to them, and avoid the things that don’t. Since time is a precious resource, it makes sense to try and maximize its utility as it’s the...
CRM Launch in 5 Weeks – Get Results Fast!
New to CRM? Get it Right from Day One CRM is no longer a luxury. It’s an essential tool for businesses that want to stay competitive, responsive, and move fast. But for a lot of businesses, CRM quickly turns into a nightmare. Imagine this: You spend thousands of...
How Most CRM Projects Fail & Yours Won’t | CRM Strategy
Stop The Risk of Failure Before It Starts Did you know that, according to a Gartner study, between up to 70% of CRM implementations fail? If you're a small or medium-sized business, this can seriously impact your budget, and you could lose out on profitable...
Do This to Avoid Wasting Time and Money With Your CRM
CRM Strategy: The Key to Avoiding a Costly Mistake CRM can either be a game-changing investment for your business or a massive waste of time and money. The difference depends entirely on your approach. Like many businesses, you want to boost sales, increase customer...
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:
Powerful New Updates to Accelerate Sales for Microsoft Dynamics 365 CRM Users
Chicago, IL – [March 5th, 2025] – Azamba is excited to announce the release of EZ Buttons 3.1. This powerful CRM Add-On for Microsoft Dynamics 365 simplifies tasks and makes CRM a breeze to use. With this CRM Add-On, you will work faster and smarter with less...
Azamba Launches EZ Notes: A Smarter, Simpler Way to Take and Manage Notes in Dynamics 365 CRM
Chicago, IL – [March 19th, 2025] - Are messy, disorganized notes wasting your team’s time and leaving critical details lost in the shuffle? Do you spend more time searching for information than acting on it? EZ Notes is here to end the frustration and take the chaos...