Create a mobile offline profile

 

Applies To: Dynamics 365 (online), Dynamics CRM Online

You need to create mobile offline profiles for users to configure filters that determine how much of an entity's data (and related entities' data) will be available to the user while offline.

  1. Go to Settings > Mobile Offline.

  2. Click Mobile Offline Profiles.

  3. Click New to create a new mobile offline profile. If you already have one that you want to edit, select it from the list.

  4. Enter a name and description for your mobile offline profile.

  5. Click Save to create the mobile offline profile so you can continue editing it.

  6. In the Mobile Offline Profile Item Details area, click + to create a new mobile offline profile item. You need to create a mobile offline profile item for each entity you want to make available for this mobile offline profile.

  7. Enter a name and select an entity. Only entities that you enabled for mobile offline appear in this list.

  8. Select a data download filter based on the ownership type for the entity:

    User or Team

    • Download related data only. Make related data for this entity available offline. If you don’t set any relationships, no records for this entity will be available.

    • All records. Make all records for this entity available offline.

    • Other records. Make only the specified records for this entity available offline.

    If you select Other records, you can choose from the following:

    • Download my records. Make only your records available offline.

    • Download my team’s records. Make your team’s records available offline.

    • Download my business unit’s records. Make your business unit’s records available offline.

    Organization

    • Download related data only. Make related data for this entity available offline. If you don’t set any relationships, no records for this entity will be available.

    • All records. Make all records for this entity available offline.

    Business

    • Download related data only. Make related data for this entity available offline. If you don’t set any relationships, no records for this entity will be available.

    • All records. Make all records for this entity available offline.

    • Other records. Make only the specified records for this entity available offline.

    If you select Other records, you can choose from the following:

    • Download my business unit’s records. Make your business unit’s records available offline.

    None

    • Download related data only. Make related data for this entity available offline. If you don’t set any relationships, no records for this entity will be available.
  9. Click Save to create the mobile offline profile item so you can continue editing it.

  10. In the Mobile Offline Profile Item Association Details area, click + to create a new mobile offline profile item association. You need to create a mobile offline profile item association for each related record you want to make available offline. In addition, you need to include any related entities in this mobile offline profile.

    For example, if you create a mobile offline profile item association from the Lead entity, you need to add the Lead entity to this mobile offline profile.

  11. Enter a name for the mobile offline profile item association, select a relationship, and then click Save & Close.

  12. When you’re done adding mobile offline profile item associations to the mobile offline profile item, click Save & Close at the top of the Mobile Offline Profile Item screen.

  13. When you’re done adding mobile offline profile item details to the mobile offline profile item, click the Save button at the bottom right corner of the Mobile Offline Profile window.

See Also

Configure mobile offline synchronization for Dynamics 365 for phones and tablets