More information: Set personal options that affect tracking and synchronization between Dynamics 365 apps and Outlook or Exchange You can set a personal option to determine how duplicate records are handled during synchronization. Duplicate detection is automatically re-enabled when you go back online. Customer Engagement disables duplicate detection when you’re offline.
MICROSOFT OUTLOOK 365 WORKING OFFLINE OFFLINE
If the changes you make offline are set to trigger an automated workflow process or a system job, the process is automatically triggered when you go back online.ĭuplicate detection. When you work offline, Customer Engagement disables workflow notifications. If you make a change to a record while you’re offline, and another user changes the same record during that time, when you go back online, your change will overwrite the changes that the other user made while you were offline. Customer Engagement applies additions and changes to the Customer Engagement server in the same order they’re entered. How Customer Engagement handles changes from multiple users. Shared use of a computer running Dynamics 365 for Outlook is not supported. Any users who log on locally to a computer that has Dynamics 365 for Outlook installed can potentially access Customer Engagement data stored in the offline database. Running some custom business processes (plug-ins)Ĭan be viewed, but can’t be edited offline Using the Service calendar and Workplace calendarĬreate quick campaign and related activities from a mail mergeĬreating or viewing reports (based on local data groups and offline data) What features are unavailable offline? Not available offline Make sure you’re connected to your organization’s network.Ĭhoose File > Customer Engagement > Go Online.
MICROSOFT OUTLOOK 365 WORKING OFFLINE SOFTWARE
When you go offline with Dynamics 365 for Outlook, the software copies a subset of Customer Engagement data to your computer’s hard drive.
For example, if you travel to a customer’s site, you can look up your Dynamics 365 apps contacts, review and add new notes, and more without connecting to the Internet. You can use Microsoft Dynamics 365 for Outlook to access your Dynamics 365 for Customer Engagement data when you’re on the go.