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Customer experience | Sales, Customer Insights,...
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Mobile User offline CRM permissions

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Posted on by 40

Hi,

I have the App all setup for offline use, but there seems to be some role or permission needed beyond the configuration of offline mode. I have my demo profile that only seems to be able to use offline mode when i make it the system admin/Customizer role. What permission are needed for offline I've been looking for hours and can't find anything on it.

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  • Suggested answer
    BenB Profile Picture
    40 on at
    RE: Mobile User offline CRM permissions

    Found the issue, thanks anyway. I knew if i made changes to the mobile offline profile i would need to re-publish the profile. What i didn't know is if you make any changes to the user's security role, their name will automatically drop off the offline profiles section and needs to be re-added.

  • prt33k Profile Picture
    6,907 on at
    RE: Mobile User offline CRM permissions

    So the user security should have read permissions on the mobile offline profile.

    Other than that you also permission oo entity... the document summarizes it well.

    docs.microsoft.com/.../mobile-offline-capabilities

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