With the release of our new Microsoft Dynamics CRM app targeted to Windows 8.1, CRM on-premises users will be able to access their data when off-line. Previously, this was a feature available only to CRM Online users. In order to get your deployment ready for the new app, you’ll need to take the following steps:
Note: If your CRM deployment is online (<yourorg>.crm.dynamics.com), you don’t need to perform the above steps. Your company is ready to start using CRM for Windows 8.1!
Once the steps are completed, you’re ready to point your users to the new CRM for Windows 8.1 app, where they get the added functionality of offline use and an improved user experience.
No, this is a separate app in the Windows App Store, and users must install it separately. It is recommended that once the new 8.1 app is successfully installed the user uninstall the 8.0 app.
You can continue using the 8.0 app, it will remain in the app store and can be used on Windows 8.1 devices.
Going forward, we will only be adding new features to the 8.1 app, not to the 8.0 app. To get the best user experience from CRM on a Windows tablet device, we recommend using the Windows 8.1 operating system and the CRM for Windows 8.1 app.
Users will see the following message:
Additional steps may be needed to configure Microsoft Dynamics CRM for this organization. Please contact your system administrator.
The user can tap Get more information to get support for this situation.
Is the functionality for offline use still restricted to previously viewed records, or can all accounts/contacts/activities be sent to the device for offline use ?
Offline use is still for cached data; this update extends the capability to on-premises deployments. www.microsoft.com/.../work-offline-with-crm-for-tablets.aspx