Enable mobile offline synchronization

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

You can provide an enhanced offline experience for mobile users if your organization is using Microsoft Dynamics CRM Online 2016 Update 1 or later and meets one or both of the following licensing requirements:

  • At least 5 Professional Microsoft Dynamics 365 (online) licenses OR

  • At least 1 Enterprise Microsoft Dynamics 365 (online) license

Note

  • You need to make sure the licenses are assigned to users before you can enable mobile offline synchronization. Dynamics 365 won’t recognize the licenses if they’re not in use.

  • Mobile offline synchronization isn’t available for Trial, Preview, or sandbox Dynamics 365 organizations.

  • Offline drafts mode (the existing offline experience) will continue to be available for all users if they aren’t using the new offline capabilities.

To enable mobile offline sync

  1. In the web app, go to Settings > Mobile Offline. If you don’t see this option, your organization might not meet the requirements for enabling mobile offline synchronization.

  2. Click Mobile Offline Configuration.

  3. Click Continue to accept the terms of the disclaimer and allow data to be shared with an external system on Azure services.

  4. Select Enable and click Save. This starts the provisioning process for mobile offline. When it completes, your mobile users will automatically experience the new mobile offline capabilities. Users can opt out by choosing Settings > Disable Sync in their mobile app.

Warning

If your user count falls below 1 Enterprise or 5 Professional licenses, mobile offline synchronization will be disabled for your organization.

Important

Recommendation for changing data centers or geo locations

If you decide to move your org to a different data center or geo location, you need to disable and then enable mobile offline synchronization for your org after the move is complete:

  1. Go to Settings > Mobile Offline.

  2. Click Mobile Offline Configuration.

  3. Click Continue.

  4. Select Disable, click Save, and then click OK. This starts the de-provisioning process. If this option isn’t available, mobile offline synchronization was disabled during the move to a different data center or geo location, and you can continue to the next step. When the de-provisioning is complete, select Enable, and then click Save.

See Also

Configure mobile offline synchronization for Dynamics 365 for phones and tablets