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

uk365guy

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.
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.
 
 
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
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{How to} add table columns to forms and views automatically in Power Platform

uk365guy

Hello Everyone,

Today i am going to share new feature which is in Preview is how to add table columns to forms and views automatically once the field is created on the table.
Lets gets started.
Suppose you have a  requirement to create a field on custom or system table and adding it to the forms and views.
Previously it was like create a field and manually add it to forms and views.
Now its automatically adds to forms and views.
Lets see in action.
I have created a custom table called: “Add Column Automatically”

 

Then i have created a field called “New Features”.

 

Add the column automatically columns and data: field “new features”

Now click on “Update forms and views” and update the forms and views by selecting appropriate forms and views.

 

Now Open the form which and see the new field “new feature” is added to it.
Now Open the view and check the “new feature” has been added.
So this new feature saves alot of time for the app makers.
I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
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{How to} Lookup records with modern advanced find

uk365guy

Hello Everyone,

Today i am going to share new feature now GA.
Which is lookup records easily with modern advanced find.
Lets gets started.
With this new feature now you can lookup more advanced find by default, you can be more productive
in filtering data based on specific records on all grid pages in an app.
Now you can add condition or editing an existing condition on lookup columns in the Edit filters pane.
on grid pages is easier with the “Advanced Lookup” option.
You can see more fields per record and search for records within a specific view to choose the right
record to filter against.
Admins can disable this capability in Power Platform admin center by toggling the settings
Show advanced lookup in lookup fields within Edit filters.

 

Advanced find pane will appear.

Click on the Advanced Lookup

I hope this helps.

Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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{How to} set inactivity timeout for Dynamics 365 Model Driven Apps

uk365guy

Hello Everyone,

Today i am going to share how to set timeout for inactivity on Dynamics 365 Model Driven Apps.
Lets gets started.
Now you can set timeout exception for inactivity by the user.
How do you do that?
Login into PPAC and then open the environment and click on settings > Privacy Settings.
Then Turn on “Inactivity Timeout”.
 
 
 
 
 
1. Duration of inactivity before timeout should be set between 5 minutes to 1440 minutes.

 

2. How long before the session expires do you want to show an inactivity warning should be set between 1 minutes to 1440 minutes.
I hope this helps.
Malla Reddy(@UK365GUY)
#365Blogpostsin365Days
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{How to} set custom session expiration in Dynamics 365 Model Driven Apps

uk365guy

Hello Everyone,

Today i am going to share how to set custom expiration session in Dynamics 365 Model Driven Apps.
Lets gets started.
Suppose you have organisation request that to set timeout expectation when a Dynamics 365 Model Driven App page idle for more than 60 minutes, then you want to display a custom session expiration page on the web page.
Note: Session Maximum session length should between 60min to 1440min,
How long before the session expires do you want to show a timeout warning: its should be less than maximum session expiration.
Login into your PPAC
Open the environment that you want to set the custom session epiration restrictions.

 

Click on the Settings and then enlarge the Products pane, click on the Privacy + Security.
Configure custom timeout session see below screenshot

 

Enter maximum session length : 60 min
How long before the session expires do you want to show a timeout warning : 20.
Note: notification for the session expiry should be minimum of 20 minutes.
Finally save the configuration.
Whenever user browsing is idle for 60 min this custom session timeout will be displayed to the user.
I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days
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