Dynamics 365 mobile offline: Enabling the seamless mobile offline synchronization

Tested on:
Dynamics 365 version 8.2

Since Dynamics CRM Online 2016 Update 1 we have had the possibility to use the seamless mobile offline synchronization for accessing data on phones and tablets while offline. As the mobile offline synchronization isn’t available for Trial, Preview, or sandbox Dynamics 365 organizations, it's not everyday that I go about and configure the feature. I recently ran a short demo of the respective offline capabilities and decided to share the simple configuration steps in the form of a blog post. The very first step is makings sure the entities that are used are enabled for both mobile and mobile offline.

The next step is to start the provisioning process for mobile offline from the Mobile Offline Configuration.

When the provisioning is complete the mobile offline profile is configured by setting the Mobile Offline Profile Item Details as well as the Users using the profile. Remember to publish the profile.

Next up is the user experience on the phone or tablet app. I primarily use the phone app and the photos below illustrate the user experience on the Android version of Dynamics 365 for Phones. The first thing to do is to open the app while online so that all customizations are processed. After that the offline use is very seamless. While setting the Mobile Offline Profile Item Details I set the filters so that I will see my opportunities modified within the past 10 days when I'm offline. Next I turned off mobile data, opened the app again and created an opportunity. I then turned mobile data back on and clicked reconnected on the app. As you can see the steps to enabling the seamless mobile offline synchronization are pretty straightforward.

Disclaimer: 
All my blog posts reflect my personal opinions and findings unless otherwise stated.