How to work offline with Microsoft Dynamics 365 Customer Experience apps

July 10 2018

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.

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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julians's picture
On July 11th, 2018 Julian Sharp said:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/mobile-app/v8/go-mobile/work-offline "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."

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