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Hi
We have a requirement that when using CRM tablet application on the Apple IPad that you can work offline and access documents. The documents are primarily stored in SharePoint, but I can't seem to find a proper offline solution. I've looked at OneDrive but you can't easily view or save the files to the device, as when you open OneDrive you only see "shared with me" and you have to search for the files. The closest option is OneNote integration, but that is only for CRM online. Annotations can also work, but it would be a sync / workaround trying to get security, and versioning on the files to work, and will the files be available offline? I don't think so, cause the application uses HTML cache store, and I can't see it syncing the last 10 annotations of 10 MB for example down..
Example is very simple.. I get to the office, use CRM in a online mode, to view my records, open documents, edit them, then leave and go into offline mode. I then still want to be able to work on the documents, create new items and save them, all while in offline mode. When going back to online, sync and save.
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Hi Morne,
I know just the rigth solution: Resco Mobile CRM www.resco.net/mobilecrm
It's a mobile client for Microsoft Dynamics CRM that supports SharePoint (and also Dropbox) and can accomplish exactly what you have described (offline availibility of documents, edit & manage, synchronize when back online, define filters that say which files will get downloaded to the database of the iPad, etc.)
There's is a free trial availabe, so you can test eveything out.
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