{How to} view offline sync icon in the navigation bar for Microsoft Dynamics 365 Mobile Apps

Hello Everyone,

Today i am going to share how to update sync status for field service mobile app.

As microsoft release new sync states: 

• Connected
• Not connected
• Syncing data
• Pending changes
• Error
• Warning

With the current sync release users can see the sync icon on the main navigation bar and it provides contextual information, such as if the app is connected, if data is currently refreshing or pending changes,

are there any errors  or warnings.

So if you want to see this sync icon on the Field Service Mobile App, you need to update the Field Service Mobile - Offline Profile, from the settings.

Steps:

1. Login into PPAC 

2. Select the environment where you want to update Offline Profile.

3. Once selected the Environment click on settings and then "Users + Permissions" and click on the "Mobile Configuration" refer to above screenshots.

4. Select the Field Service Mobile - Offline Profile and open it.

5. There are 3 sections, 

a. details: where you can update by clicking on the edit button(screen shot above) the profile name, description.

b. data available offline(80) where you can manage or add tables to it.

c. Users with offline access : where you can manage or add users to it.

Finally you can publish the changes on the same page as above.

Set conflict detection for mobile offline: if there is any conflict with the changes and in syncing the data,in order to show what was the issue, for that we need to make some configuration.

Login into www.admin.powerplatform.microsoft.com

make sure you sign in as admin.

Select the environment and then settings, expand the users  + permissions and then select the Mobile Configuration.

Select the Go to legacy on the command bar.

Mobile offline screen will be displayed see below screen shot.

Click on the Mobile Offline Settings:

Where there is a mismatch of data between client and server, conflict errors occur. To resolve the issue, choose one of the following settings:

Select No - Conflict detection for mobile offline is turned off, so whatever changes are made by a user in offline mode are automatically synced to the server when the user is back online, and client wins over server.

Select Yes - Server wins over client.

Enable the app module for offline:

 

This is for a specific app needs to  enable mobile offline.

Login into www.make.powerapps.com

In the left navigation pane select the apps and set of apps related to your environment will be displayed.

Once the App is in edit mode click on "..." and switch to classic.

Now the App is in site map designer mode, click on the "Properties" and check the "Enable Mobile Offline" FINALLY click on the "Select mobile offline profile" dropdown and check the "Field Service Mobile - Offline Profile".

Then save the changes by clicking on the SAVE Button on the navigation bar. Finally Publish.

Then Login into Field Service Mobile App from your mobile device and when first logged in after the update by Admin on the Field Service App from PPAC.

The mobile user has to enter their credentials and allow the location sync and then the app will load the data into the app.

When you click on the little globe with sync  the below screen will appear.

Device status: Connected.

Downloading updates with last sync date.

Sync details like Power apps files downloaded, Downloading application data, Downloading data like tables.

Now your Mobile App can work and  show the sync statuses.

Note: The Offline sync icon is now visible in the main navigation on iOS and Andriod devices..

I hope this helps

Malla Reddy(@UK365GUY)

#365BlogPostsin365Days