CRM 2015 is fast approaching, and PowerObjects is as excited as you are! With this new version of Dynamics CRM come more enhancements to the mobile client including offline data entering capabilities.
Some Dynamics CRM MoCA client users will want to enter information while they’re on the road. While there aren’t many places nowadays where there isn’t an internet connection available, users may sometimes find themselves in a situation where their device is offline. If you do go offline in the MoCA client, you will see a small indicator on the left-hand side of the screen that says “Offline”.
If you are offline and you’d like to create a new record, simply swipe up from the bottom of the screen and click on “+ New”. Then choose which type of record you would like to create.
Hint: A record will show up in this list if it has been enabled for “CRM for Tablets” and if it has a Quick Create form available.
When you are entering a record in offline mode, you will notice that the Quick Create form is the form you are filling in. After you’re finished filling in the form, you can save a draft of that record, which you can later sync back to CRM when you are online again.
If you have drafts of records saved, you will see a tile in the menu area, called “Draft Records”. This will tell you how many drafts you have that still need to sync to CRM. If you select the tile, you will see a list of your draft records. You will then need to open the record, where the “Save Draft” button has been updated to just a “Save” button. This will sync the record into Dynamics CRM, and allow you to edit it fully.
With these awesome enhancements to the Dynamics CRM 2015 MoCA client, users will never have to stop entering information into CRM. Whether online or offline, you are free to enter data as you please! Interested in learning more about CRM 2015? Keep an eye on the PowerObjects blog for posts such as ” The Top 10 New Features in Dynamics CRM 2015” or “Dynamics CRM 2015 to Feature Enriched Business Process Flows” to keep up to date on all things Dynamics related.