Offline use of the Dynamics 365 Customer Engagement services

Dynamics 365 for Microsoft Office Outlook with Offline Access enables you to continue your work when you are disconnected from the server.

In addition, the event and plug-in infrastructure lets you leverage development investments across solutions by using the same APIs and programming model. The IOrganizationService methods and the Dynamics 365 for Customer Engagement OData service methods function both online and offline. When using a method such as Create or Update offline, the data is written locally and then when the user connects to the server, the actions are played back to the server.

For more information about whether a message is supported offline, see Microsoft.Crm.Sdk.Messages. You can also determine whether a IOrganizationService message works offline by checking the SdkMessage.Availability attribute for the desired message. If the message works for multiple entity types, you must also check the SdkMessageFilter.Availability attribute to see whether the message is available offline for the entity you want to work with. For example, the Create message is available offline, but not for the queue, user, or site entities.

Tracing can be enabled on the Dynamics 365 for Microsoft Office Outlook with Offline Access for debugging. For more information about the event viewer and platform tracing, see Monitoring and troubleshooting Dynamics 365 Customer Engagement (on-premises).

See also

Extend Dynamics 365 Customer Engagement (on-premises) on the server
Troubleshooting and error handling
IOrganizationService
Organization Service Methods
Create
Update