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Work offline in Dynamics 365 for phones and tablets

You’ll have one of two possible offline experiences, depending on which one your admin set up:

  • Seamless mobile offline synchronization. You can view and create records while you're disconnected from the Internet. Once you're back online, changes you've made are synchronized with Dynamics 365.

    - OR -

  • Offline drafts. This experience is available to everyone. In this case, the mobile apps keep records that you’ve used recently, so you can still access them when you’re disconnected.

    You can also capture new information by creating drafts of new records like accounts, contacts, and activities. When you’re connected again, save the records that you created while you were offline.

    Your offline experience might look a little different than when you’re connected, because charts and some images aren’t available offline.

Work with offline drafts

Once you have phone service or Internet again, tap the offline indicator on your device to reconnect.

 

 

You’ll need to save your drafts to make them available in Dynamics 365 .

Working with offline drafts

You can view and create records offline and save them as drafts. Once you’re reconnected, save them as soon as you can. Unsaved drafts are available only on your mobile device.

  1. From the menu, tap Draft Records.

     

  2. Select each record individually, review the record and make any necessary changes, and then tap Save.

A few things to note about offline drafts

  • While offline, you can only create new records. To edit existing records, you need to be connected. However, you can edit records that you created while you were offline.

  • While disconnected, you can only create standalone records or associate records to those that are available for offline access on your device. For example, you can create an opportunity for an account only if that account was created before you went offline, and if it’s available for offline access. You can’t create an opportunity for an account while offline if you also created the account while offline.

  • When you’re offline, you can’t set the value for lookup fields. If you create a record that is associated with another record, such as adding a phone call to a contact, some lookup fields might populate automatically (in this case, the To and From fields might pre-populate). You need to fill these fields in once you re-connect while you review and save your drafts.

Cached data

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.


Warning

Cached data is not encrypted. You can use BitLocker to encrypt the entire hard drive on a Windows 8 or Windows 10 device.


If you’re prompted to sign in while you’re disconnected

If you’re prompted to sign in to Dynamics 365 while you’re disconnected, and if you tap the Back button on the sign-in page, you’ll still be able to work in offline mode on iPad and Windows 8 tablets until you can reconnect. On all phones and Android tablets, however, you can no longer work in offline mode and will be redirected to the Let’s get started page until you can reconnect and sign in again.

Working offline with on-premises deployments

If you’re using your Dynamics 365 for tablets app with Microsoft Dynamics CRM 2015 (on-premises) or later, you can continue to use Dynamics 365 for tablets while disconnected. However, with the Windows 8 app, once you close Dynamics 365 for tablets (like when you start another app), you can’t use Dynamics 365 for tablets until you can connect to the Internet. With the Windows 8.1 app, you can continue to access your data even if you close the app. If you’re not sure whether your organization has an on-premises deployment, contact your Dynamics 365 admin to find out. .

Note that offline synchronization is not supported by on-premises deployments.

Content sync

Background sync is enabled even when the app is minimized so long as a network is detected. But when the app is in the background, metadata changes will not be accepted automatically. When you bring the app to the foreground, you will be prompted to accept the metadata changes.

Background sync will be disabled if:

  • Your user token expires in the background

  • The application closes for some reason

  • Your device locks

Sync conflict resolution

If multiple entries are made in the same field by offline users (for example, two or more “close by” dates), the conflict is clearly marked and you can choose the correct entry.

When a record has changed on the server between the time when your device retrieved the record and when it tries to update or delete that record, you'll see an exclamation mark ("!”) by the relevant field, and be able to resubmit your updated changes.

Applies To

Dynamics 365 (online)

Dynamics CRM Online