Working Offline

If you install Microsoft Dynamics CRM for Outlook, you can work offline with the Microsoft Dynamics CRM records that you own. When working offline, you can enter new information and edit existing records and activities.

How to tell if you are offline

Before you go offline, use filters to select a subset of Microsoft Dynamics CRM data to be available on your local computer. Any changes you make to this data when you work offline are saved to the local copy of your data.

These filters can be reset every time that you go offline to give you the flexibility to download only the data you need. If you chose to remove large amounts of data from your local copy, this can cause a longer synchronization.

More information: Work with Data to Take Offline

The following list shows the features that are unavailable when you are offline

Microsoft Dynamics CRM applies all your additions and changes to the Microsoft Dynamics CRM server in the same order that you entered or updated it. If you made a change to a record while you are offline, and another user changes the same record during that time, when you go back online, your change will overwrite change made while you were offline.

The first time you go offline, it can take a significant amount of time to synchronize your local data with the Microsoft Dynamics CRM server. While Microsoft Dynamics CRM for Outlook is synchronizing, Microsoft Dynamics CRM is not available.

Workflows

When you are working offline, workflow notifications are not generated until you go back online.

Also, if the changes you've made to offline accounts are set to trigger an automated workflow process or system job, the process is automatically triggered after you go back online.

Duplicate Detection

There is no duplicate detection Process of automatically identifying potential duplicate records. while you are working offline. Duplicate detection is triggered automatically when you go back online or synchronize. You can set a personal option to determine whether or not duplicates are created when they are identified.

More information: Avoiding Duplicate Records

Offline Security Permissions

You have the same security permissions and rights offline as when you are online.