Dynamics 365 – Offline Options

I have recently been working on a project when the customer needed access to CRM whilst offline. We therefore researched a number of options and highlighted strengths and weaknesses of each. The details we considered are shown below, I hope that they may assist anyone planning a similar capability.

Task Flows

In Microsoft Dynamics 365 we have two types of Business Process Flows available, the “classic” ones we’ve had for sometime and the slightly newer concept of task flows. Task flows are utilised within the mobile client and are quite different to other business flows. In this post, I will review how task flows work and how they compare to “classic” business process flows.