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Microsoft Dynamics CRM – Online & Offline Advantages & Disadvantages

When you move your Microsoft Dynamics CRM into the ‘field’ or go ‘mobile’ you will need to consider the advantages and disadvantages between offline and online mode.

Below is a quick summary of the advantages and disadvantages between offline and online mode in relation to using CRM in the field.

 

Online

 

  • Advantage: Secure – data is primarily held on the CRM servers
  • Advantage: Real time view of the CRM data
  • Advantage: No need to build or enable full offline capabilities into the custom application i.e. Windows 8 app
  • Disadvantage: No WiFi or 3G/4G access while out in the field
  • Disadvantage: Speed of connection via 3G can be ‘patchy’ or slow

 

Offline

 

  • Advantage: CRM Data is available to you when offline
  • Advantage: User Experience works better off cached local data
  • Disadvantage: Not using the real time CRM data
  • Disadvantage: Higher data usage as data synchronisation is required
  • Disadvantage: Custom apps i.e. Windows 8 apps will require extra effort and time to build or enable local caching of CRM data

This summary was also delivered during my presentation at the June Auckland xRM and CRM User Group session titled CRM in the Field.

Greg Olsen
YellowDuckGuy

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Categories: Dynamics CRM
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