Mobile offline capabilities and limitations

Before you set-up the mobile app in offline mode be sure to read through the following capabilities, tips, and limitations.

These entities and corresponding commands are available in offline mode.

Entities Commands
Account Create, Read, Update, Delete
Activity Pointer Read, Delete
Appointment Create, Read, Update, Delete, Convert Activity Case
Attachment Read only
Case Create, Read, Update, Delete
Competitor Create, Read, Update, Delete
Competitor Address Create, Read, Update, Delete
Connection Read only
Connection Role Read only
Contact Create, Read, Update, Delete
Custom Entity Create, Read, Update, Delete
Email Read only
Lead Create, Read, Update, Delete, Qualify/Disqualify
Opportunity Create, Read, Update, Delete
Opportunity Product Create, Read, Update, Delete
Phone Call Create, Read, Update, Delete
Position Create, Read, Update, Delete
Product Read
Task Create, Read, Update, Delete
Team Read only
User Read only

Supported capabilities

  • Business rules: Business rules are supported in mobile offline. For more information, see Create business rules and recommendations to apply logic in a model-driven app form.

  • Business Process Flows: You can use business process flows in offline mode if the following conditions are met:

    • The business process flow is used in an app that you can run on Power Apps mobile.
    • The Power Apps mobile app is enabled for offline use.
    • The business process flow has a single entity.

    There are three commands that are available for a business process flow when you run an app in offline mode on the Power Apps mobile app.

    • Next stage
    • Previous stage
    • Set Active stage

For more information, see Run business process flows offline.

  • Lookup support: Lookups are supported for the entities that are mobile offline-enabled. All the entities participating in the lookup should also be offline-enabled.

  • Supported view: Only System views and Quick view are supported in mobile offline. Personal views are not supported.

  • Offline search: Available only for offline entities. User can only search one entity at a time. Only categorized search is supported in offline mode and not relevant search.

  • Notes on the Timeline control: Notes on the Timeline control are available in offline mode. You can take pictures, read notes, and add/remove attachments in offline mode.

    Note

    The Date field is not available for mobile offline search.

  • Custom entities: These commands are available on edit the form, Mark Complete, Refresh, Convert To- Opportunity, and Delete.

Limitations

  • Qualify a lead: When a lead created in mobile offline is qualified and when the user goes online, the business process stage will still show the qualify stage. The user will have to manually click Next stage to move to the next stage.

  • Views are not supported for the following entities in offline mode:

    • Email

    • Task

    • Fax

    • Letter

    • Serviceappointment

    • Campaignresponse

    • Campaignactivity

    • Recurringappointmentmaster

    • Socialactivity

    Any views that have linked entities (related entity) that are not available offline are also not supported.

  • Add Existing on subgrids: Add Existing is not supported for mobile offline for certain types of relationships. When you are offline, certain relationships such as relationships that are N:N are read only, and the Add Existing command will be hidden on subgrids for those relationships. Even if the button is unhidden via customization, the command will not work in offline.

  • Web resources: Web resources are currently not supported in the iOS platform for mobile offline.

Tips

Mobile offline synchronization

  • Mobile offline synchronization with mobile devices occurs periodically. A synchronization cycle could last for several minutes, depending on Azure network latency, the volume of data that’s set for synchronization, and mobile network speed. Users can still use the mobile apps during synchronization.

  • The time for initial metadata download is determined by the number of total entities in offline-enabled app modules. Make sure to enable only those entities and app modules for offline that are necessary to optimize the experience for end users.

  • Ensure that any view that you want to work in offline doesn’t reference the entities that are not offline enabled. For example, assuming Account is in the offline profile, then an Account view that references the primary contact when Contact is not in the profile will not be available.

  • Changes to a user’s security privileges are updated during the next synchronization cycle. Until that time, users can continue to access data according to their previous security privileges, but any changes they make will be validated during the synchronization to the server. If they no longer have privileges to make changes for a record, they will receive an error and the record won’t be created, updated, or deleted.

  • Any changes to a user’s privilege to view a record won’t take effect on the mobile device until the next synchronization cycle.

  • Mobile offline honors the mobile apps security model. It also supports the hierarchical security model. Field level security and attribute sharing are not supported for offline mode.

Organization data filter

It is recommended that you have at least one rule defined for all mobile offline enabled entity for org filters, if you are using the entities across profiles. By default, this value is set to last 10 days for most of the offline-enabled entities.

Edit org data filter

Profile filters

Profile limitations

Profile details Limitation
Relationship defined for each entity Maximum of 10 relationships. And maximum of one many to many (M:M) or one to many (1:M) relationships within those 10 relationships. If any custom entities demand this scenario, then revisit the data model. No circular references or self-references are supported.

Profile filter rules recommendation

Ensure that you have configured at least one of the Profile rules for each entity to download its data.

Customization Recommendation
All Records If you are selecting this filter, you cannot define any other filter rule.
Download Related Data only If you are selecting this filter, you cannot define any other filter rule. Ensure that the entity has been defined as a Profile Item Association entity also.
Other Data Filter - if selected, then select at least one of these options: Download my Records, Download my team records, or Download my business unit If you want to define this filter, then you have to pick at least one of the given options. It is highly recommended to not have Business Unit level filter for an entity unless there is a strong justification. It is recommended for a master data scenario with a small data set like Country codes.
Custom Data Filter <=3 filters can be defined in the custom data filter.

Note

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