Recently I have been working on configuring the offline client for CRM 2011 and having setup all of the offline filters detailing what records I want to take offline, I was missing something – when I went offline, some of the views didn’t work and one of the folders themselves said ‘this is not configured to go offline’.
I figured this was something to do with the entity types, more offline filter work, then I checked the site map having read this article on mdsn.
Using the SiteMapEditor by MSCRMtools (found here) You can see the two options available that I selected:
Once selected (Available Offline = Yes, and Client = All), I went offline again and found I could now see my folder and my view was working fine.
A bit of a checklist as such if you ever think about going offline:
- Check the entity is configured to go offline (Go to the entity page in your solution and check it to ‘Yes’)
- Any plugins operate also in offline mode (Use the plugin registration tool to configure this)
- Ensure you have the registry keys required for your plugins in your ‘Allow List’
- Ensure you have the folders that you require access to set to ‘Available Offline’.