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Microsoft Dynamics CRM (Archived)

New Users Getting 'Setup Mobile Offline for your Organization' screen when logging in

Posted on by 225

I went through this with users in the past. I believe I set their Personal Options. How can I set this without interacting with the users. It should go to the account entity be default. 

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  • Verified answer
    Archer Mehrab Profile Picture
    Archer Mehrab 186 on at
    RE: New Users Getting 'Setup Mobile Offline for your Organization' screen when logging in

    Hi Jerry

    please check the Security Roles which might been assigned to the new users , in the security Profile you would find the option for the user to use the CRM outlook Plugin in Offline mode as well , if you untick the box ,this notification would be disabled for them

    Please let me know if you might need any further assistance

  • Jerry P. Profile Picture
    Jerry P. 225 on at
    RE: New Users Getting 'Setup Mobile Offline for your Organization' screen when logging in

    This is what the users are getting when they log on, what do I have to do to set it to so the Account Entity is the default?

    MobileP.png

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