We recently were part of a project that needed Mobile Offline capabilities of Dynamics 365 for Sales. While it was an overall pleasant experience but there were few challenges too, caused by certain limitations of the Dynamics CRM Mobile App offline mode. These included issues with views, editable grids and workflows, custom ribbon buttons and form customizations. Details of these limitations is given below:
Limitations with Views IN DYNamics 365 for sales:
Views having references to any related entity, which is not provisioned to be available offline, would not work in Dynamics CRM Offline. We also have seen that if filter criteria involve Date/Time fields, it would not work in offline mode. Such views would not show any records in offline mode. Few people reported to have issues with views, if they try to display Process Stage name in the view.
Limitations with Editable Grids IN DYNamics 365 for sales:
var client = Xrm.Page.context.client.getClient(); // *** Returns Browser, Outlook or Mobile
and to get the state of the client we can use:
var clientState = Xrm.Page.context.client.getClientState(); // *** Returns Online or Offline
So, by using combinations of these above two commands, we can easily determine if user is using Mobile App with Offline capability and control the visibility of these grids.
Limitations with Form Customizations
During our testing, we found some interesting scenario where our custom JS customizations were failing. There was a field on one of our forms, whose visibility was set on the form customization, to hide not be visible by default.
Other issue we faced was with custom Ribbon buttons. They were not available in offline mode.
Workflows also don’t work in offline mode, but they get processed when user goes online.
Alphabold, as Microsoft Dynamics Partner, helps different companies in solving mobile offline limitations while implementing Dynamics 365 for Sales.
If you have any question or queries, do not hesitate to reach out to us!