Offline Access/Usage

The CRM for tablets app caches data when you access records. The next time you open a record, it will try to show you cached data, and a background process will get updated data from the server if there are any changes, rendering updated data (and updating the cache also).

This results in access to cached data when you are disconnected from the Dynamics CRM server; however, the data you view during offline is cached, so you can only read that data and not update or create records.

Note

Unlike when working with the Microsoft Outlook client, where you can define filters to control data for synchronization and schedule synchronization intervals for the offline client, you cannot schedule or control what to cache.

When working ...

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