How to work offline with Microsoft Dynamics 365 Customer Experience apps

The ability to work offline is essential for a consultant, salesperson or anyone who is constantly traveling to meet clients, customers or working remotely. With Microsoft Dynamics 365 Customer Experience apps, viewing contacts, adding notes, editing records, and automatically synchronizing data into the system once online, can be done offline - with the right knownhow.

How can you enable your team to work offline? There are two ways to work offline with Dynamics 365: using a mobile device or the Dynamics 365 app for Outlook client. 


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About Payal Vyas

Payal Vyas is a Senior Project Manager for Microsoft Dynamics CRM practice at Indusa. She is specialized in Microsoft technologies and ensures smooth execution of CRM projects from its kick off to release.

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Mobile offline has been removed

"We’re working to improve mobile offline capabilities in Dynamics 365 for phones and tablets for release in the second quarter of 2019, and are currently onboarding only a limited set of new customers. When a preview program opens for mobile offline capabilities in Dynamics 365 for phones and tablets, we’ll let customers know. Existing customers who are already using mobile offline capabilities are not affected."