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Synchronizing and the Offline Client

Synchronizing and the Offline Client

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One of the great features provided by Microsoft Dynamics CRM Online is the ability to take the application offline (i.e. work on a plane).  This capability is made possible by our S+S (software+services) vision of leveraging the best of services (CRM Online) coupled with the best of software (Outlook).  This is not possible in a SaaS (software as a service) model as locally installed software is required to achieve the functionality since an internet connection would not be available to serve up the hosted service.  The offline CRM Outlook client functionality is made possible by utilizing Outlook, a SQL Express database to store the offline CRM data and IIS on the laptop to render the web pages.  This is a competitive advantage of the Microsoft CRM offering that many of our competitors do not offer or are trying to replicate (thus proving the efficacy of the S+S vision).

Recently I was asked the following question:

“When I go Offline with the Outlook client and create a CRM Appointment, will it show up on my Outlook calendar?”

This was a question I recently received from one of our customers.  I believed the answer was yes but I wanted to investigate and take the scenario a bit further to include the core synchronization elements (Appointments, Contacts and Tasks).  So to test I:

  1. Installed the Offline Outlook Client.  There is only 1 Outlook client that supports both subscriptions (Professional – No Offline and Professional Plus – Offline).  In order to achieve the Offline capabilities you must select to install Outlook with Offline Access during the installation process.
    Online or Offline installation option
    NOTE: If you have the Outlook Client installed and upgrade your CRM Online subscription to Professional Plus you will need to uninstall and reinstall the Outlook Client in order to gain the offline functionality.  This WILL NOT delete any of the records previously synchronized with CRM and upon reinstall will maintain the CRM and Outlook record linkage.
  2. Went offline but clicking on the Go Offline button in the CRM toolbar.
  3. Created a CRM Appointment.
    CRM Appointment Created while Offline
  4. Confirmed the synchronization of the CRM Appointment to the offline Outlook Calendar.
    Confirmation of Outlook Appointment created while Offline
  5. Created a CRM Contact
    CRM Contact created while Offline
  6. Confirmed the synchronization of the CRM Contact to the offline Outlook Contacts.
    Confirmation of Outlook Contact created while Offline
  7. Created a CRM Task.
    CRM Task creation while Offline
  8. Confirmed the synchronization of the CRM Task to the offline Outlook Task.
    Confirmation of Outlook Task created while Offline
  9. Created a CRM Appointment in the CRM web client.
    Appointment created in web client while Outlook is offline
  10. Confirmed the Appointment created in CRM Offline has not synchronized to the web database.
    Confirmation that Offline Outlook Appointment does not exist in CRM Online (web) database
  11. Confirmed that the Appointment created in the CRM web client did not synchronize to the Offline Outlook client (only appt. created in step 3 exists).  Synchronized Outlook and CRM by clicking on the Go Online button in the CRM toolbar.
    Confirmation that webclient Appointment does not exist in Outlook.  Synchronizing changes made to offline and web client
  12. Confirmed the Offline created CRM Appointment and CRM Task were synchronized to the CRM web database.
    Task created while Offline now exists in CRM webclient.
  13. Confirmed the Online created Appointment was synchronized to the Outlook client.
    Appointment created while Offline now exists in CRM webclient.

Hopefully this will help you get a better understanding of how the offline synchronization process works with the Microsoft Dynamics CRM Outlook client.

Cheers,

Eric Boocock

  • This is a huge differentiator for Microsoft over SaaS offerings.  Anyone who uses a phone knows that service areas don't cover all geographies and situations.  Having the ability to work offline and synchronize data when you can allows you the opportunity to work smarter.  And people "live" in Outlook anyway.  

    How many sales people will write notes to themselves and later re-enter the data in their CRM?

    Dave

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