Working Offline Dynamics CRM

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Posted on 26 Sep 2016 13:46:02 by Community Member

while offline i can create an account record,my question is where the record is stored since there is no connection between the application and the database in the offline mode?

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Joe Gill on 28 Sep 2016 at 16:49:37

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RE: Working Offline Dynamics CRM

Since the 2016 Spring release you can configure the data that is cached

https://blogs.technet.microsoft.com/lystavlen/2016/04/21/the-new-full-offline-experience-with-mobile-dynamics-crm-apps/

hth

Joe
Rick Peters 50 on 28 Sep 2016 at 15:14:07

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RE: Working Offline Dynamics CRM

The created data will be stored as cache and will create a 'Draft Record' on your tablet. See screenshot below. When you go back online you need to open the draft record and submit it.
Nick.Doelman 1,947 Most Valuable Professional on 26 Sep 2016 at 19:08:28

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RE: Working Offline Dynamics CRM

Yes.
Community Member on 26 Sep 2016 at 18:52:41

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RE: Working Offline Dynamics CRM

so the data created while offline is stored somewhere in the application in the mobile device waiting for the user to reconnect again so it will be send to the DataBase,right?
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Nick.Doelman 1,947 Most Valuable Professional on 26 Sep 2016 at 18:35:58

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RE: Working Offline Dynamics CRM

"Cache" is not an entity. Caching is a generic term in which data is stored in a temporary method.

I don't know exactly how this is done for the mobile app, but I suspect that when disconnected, the CRM app stores the data in a local data file in an XML or JSON format (others more knowledgeable than me could answer that). When the app reconnects, it takes the local data and then updates the CRM system. The article I referenced above also states that the data is NOT encrypted.

Hope this helps.
Community Member on 26 Sep 2016 at 18:17:15

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RE: Working Offline Dynamics CRM

@Nick Doelman,so it is stored in the cached data?.is the cached data an entity?
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Nick.Doelman 1,947 Most Valuable Professional on 26 Sep 2016 at 15:56:49

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RE: Working Offline Dynamics CRM

Does this info help?

From: www.microsoft.com/.../work-offline-in-crm-for-phones-and-tablets.aspx

The records you’ve recently used are kept on your mobile device, and are also known as cached data. Cached data is specific to your device, so if you use both the phone and tablet apps, the cached data on each device will be different, depending on the records you’ve viewed on each one.
Community Member on 26 Sep 2016 at 15:42:26

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RE: Working Offline Dynamics CRM

i am using Online CRM in my tablet.so when i create account record in the offline mode the record is stored in the account entity?
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a33ik 84,331 Most Valuable Professional on 26 Sep 2016 at 13:52:45

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RE: Working Offline Dynamics CRM

Hello,

When you install Offline Client for CRM along with it SQL Express edition is installed. This DB is used for offline work.