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How can we create an offline form to use for lead generation at conferences that will connect to our CRM and upload the info once it reconnects to an internet connection?

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Posted on by Microsoft Employee

Basically we want to have an offline form on a tablet at our table at conferences.

Once people input their info we want it to be stored offline and once the tablet connects to an internet connection we want it to upload to our Microsoft Dynamics CRM and connect to the relevant parts in the backend.

Can someone advise a simple way to do this?

Thank you in advance

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can we create an offline form to use for lead generation at conferences that will connect to our CRM and upload the info once it reconnects to an internet connection?

    Hi Adrian,

    Thanks for the update I will look into this and hopefully it will serve our purpose. Thank you for the quick response

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,014 Super User 2025 Season 1 on at
    RE: How can we create an offline form to use for lead generation at conferences that will connect to our CRM and upload the info once it reconnects to an internet connection?

    Hi irishpeck,

    I achieved a similar requirement for a customer by developing a PowerApp for them. You can display PowerApps on a phone or tablet and leave the device on your conference table. A user will be able to pick up the device, enter their details, and then a record will be created or updated with all the information.

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