Configure mobile offline synchronization for your mobile app

Set up mobile offline synchronization to allow users to work in offline mode on their mobile device. Mobile offline allows users to use the Dynamics 365 for phones and tablets app in offline mode and interact with their data without internet connection.

The mobile app provides a rich offline experience that helps users stay productive. You can use basic commands such as create, read, update, and delete when you're offline. Once you're back online, the changes that you made on the mobile app are automatically synchronized with Microsoft Dataverse.

The offline experience uses Azure services to periodically synchronize tables with the mobile app so that synchronized rows are available when a user's mobile devices is disconnected from the internet.

Important

To use this feature an administrator must to set up mobile offline for their organization. The set up and configuration process for mobile offline is the same for Power Apps mobile and Dynamics 365 for phones and tablets app. To enable mobile offline synchronization for Power Apps mobile or Dynamics 365 mobile, follow the steps in this article.

Install the mobile app

Mobile offline is available for iOS and Android devices. To use the mobile offline feature, download the latest version of the mobile app from the app store.

Install Dynamics 365 phones and table app (for customer engagement apps in Dynamics 365)

For customer engagement apps (such as Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Marketing) install Dynamics 365 for phones and tables app.

Supported devices for mobile offline:

  • For iOS, version 13.19043.32 or later is supported.
  • for Android, version 4.3.19043.33 or later supported.

Note

  • The offline feature isn't supported for Dynamics 365 Customer Engagement (on-premises).

Install Power Apps mobile (for Power Apps)

For model-drvien app and canvas apps Install the Power Apps mobile.

For information on supported devices for Power Apps mobile, see Supported devices.

Step 1: Enable tables for mobile offline synchronization

One of the first things you need to do is enable tables that will be available to mobile users when they're using the mobile app in offline mode. You can disable or enable any of the supported tables for offline mode.

To enable a table for mobile offline synchronization, follow the steps below.

  1. Sign in to Power Apps.

  2. On the left nav select Data to expand it and then select Tables.

    Go to tables

  3. Select a table to enable for mobile offline such as Account.

    Select Account

  4. On the command bar, select Settings.

    Select settings

  5. On the Edit table pane, expand More settings > Offline and then make sure Enable for mobile offline check box is selected and then select Done.

    Select enable mobile offline check box

    Note

    Keep in mind that the amount of data you make available to users while they’re offline can affect data sync times, device performance, and can affect the data usage rates for devices on cellular network. The amount of data that gets downloaded to the device depends on:

    • The number of tables that you enable for mobile offline.
    • The filters you set while creating mobile offline profiles.

Step 2: Create a mobile offline profile to determine what data will be available while offline

Create a mobile offline profile to enable users for offline and configure filters that will determine how much data will be available to the user when they're working in offline mode.

To create a profile, follow the steps below.

  1. Go to Power Platform Admin center, https://admin.powerplatform.microsoft.com and sign-in as an admin.

  2. On the right, select Environments.

    Select a Environment

  3. Choose an environment and then select Settings.

    Environment settings

  4. Expand Users + permissions, and then select Mobile configuration.

    Mobile configuration setting

  5. Select New Profile to create a new mobile offline profile. If you already have a profile that you want to edit, select it from the list.

    Mobile Offline Profile screen

  6. Enter a name and description for your mobile offline profile. Select Create to create the mobile offline profile. Once the profile is created, select it to open the profile so you can continue editing it.

    Name your mobile offline profile

  7. In the Data available offline area, select Add table to add a table to the profile.

    Add table to the profile

  8. Select a table from the list of tables shown. Only tables that can be enabled for mobile offline appear in the Table list and then select Next.

    Table list

  9. Select a filter based on the ownership type for the table. Table ownership is decided when you create a table. For more information, see Types of tables.

    Table ownership type Available Data Download Filter options
    User or Team
    • Download Related rows only - Make related data for this table available offline. If you don’t set any relationships, no rows for this table will be available.
    • All rows - Make all rows for this table available offline.
    • Other data filter - Make only the specified rows for this table available offline and then choose from the following:
      • Download user rows - Make only your rows available offline.
      • Download team rows - Make your team’s rows available offline.
      • Download my business unit’s rows - Make your business unit’s rows available offline.
    Organization
    • Download related rows only - Make related data for this table available offline. If you don’t set any relationships, no rows for this table will be available.
    • All rows - Make all rows for this table available offline.
    Business
    • Download related data only - Make related data for this table available offline. If you don’t set any relationships, no rows for this table will be available.
    • All rows - Make all rows for this table available offline.
    • Other rows - Make only the specified rows for this table available offline and choose from the following:
      • Download my business unit’s rows - Make your business unit’s rows available offline.
    None
    • Download related rows only. Make related data for this table available offline. If you don’t set any relationships, no rows for this table will be available.

    Custom Admins can define a custom filter based on the following rules. You can create filters up to three levels.

    equal not equal gt – greater than
    ge – greater than or equal to le – less than or equal to lt – less than
    like not-like in
    not-in null not-null
    eq-userid ne-userid eq-userteams
    eq-useroruserteams eq-useroruserhierarchy eq-useroruserhierarchyandteams
    eq-businessid ne-businessid eq-userlanguage
    begins-with not-begin-with ends-with
    not-end-with
  10. In the Include [table name] rows related to these tables area, select the related table relationships. You need to have added the table you want to create the relationship with. For example, if you want to add a relationship between the Account and Contact tables, then you need to add both tables to the mobile offline profile.

    For example, if you select Contact | Field name: Primary contact this means for every contact, the system will also download the account related to it.

    Add table relationship

  11. (optional) Select Sync interval and choose how often you want the table's data to automatically sync to people's devices. You can select a short interval such as Every 5 minutes or choose a less frequent interval to optimize the sync performance and user experience. Make the selection based on your business requirements and how often users make updates to the table. Typically the more static the data is, the less need for a frequent sync interval.

Note

Even if the value for Sync interval is set to be less frequent than, Every 1 hour, data will currently still be synched every hour. A sync is only initiated when there is connectivity and when the app is actively running on the user’s mobile device. For Android devices, once the sync is initiated it can be completed even in background.
Dependencies, based on selected relationships and custom filters that includes related tables are analyzed at each sync request. This might result in a sync being triggered also for related tables.

  1. Select Save to add the table to your profile so you can continue editing it.

Step 2.1: Add users or team to a mobile offline profile

Once you've created a mobile offline profile, you can start adding users or team to the profile. This will make the profile available to the users or team so they can get the mobile offline experience that you've set up.

A user or team can only be added to one offline profile at a time. If a user or team is added to another offline profile then you will get a warning stating that the user is already added to another offline profile. If you continue with the change then the user or team will be moved to the new profile. This may disrupt your users so it's recommended that you notify them when you move them to a different profile.

Note

A user must have a security role that has Read permissions on the mobile offline profile to be able to use their mobile device in offline mode.

  1. If it’s not already open, select the profile name to open the mobile offline profile you want to add users to.

    Select offline profile

  2. In the People with offline access area, select Add people.

    Add a user

  3. Choose the user or team that you want to add to the mobile offline profile. The actual users added based on teams are displayed under each team. User's that are added individually are displayed under individual users.

  4. When you’re done adding people, select Save.

Step 2.2: Publish a mobile offline profile

The profile that was set up in the previous step is still in draft mode, until you publish it. In order to deploy your changes to a user's device, the draft profile needs to be published.

When you publish the profile, it will be available to your users and they will get the mobile offline experience that you have defined in the profile.

Following these steps to publish the profile:

  1. If it’s not already open, open the mobile offline profile that you want to publish.

  2. When you’re done adding people and making any other changes to the mobile offline profile, select Publish so the data you specified can start syncing with your users’ mobile devices.

It's not required to republish a mobile profile after users or team have been added.

Publish offline profile

Tip

Solution export and import

When exporting a solution that includes a mobile offline profile, always select the Include table metadata check box for each table you export.

After importing the solution into the target organization, publish all mobile offline profiles.

Step 2.3: Set conflict detection for mobile offline

  1. In the web app, go to Settings > Administration and then select System Settings. For more information on system settings, see System Settings dialog box.

  2. To configure conflict resolution behavior, select the Mobile Client tab.

    Set conflict detection for mobile offline

When 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.

Step 3: Enable the app module for offline

Enable mobile offline for a specific app from MyApps page.

  1. Sign in to Power Apps.

  2. On the left nav select, Apps and then select the app that you want open. Then on the command bar select Edit. This will open the app in the App Designer.

    Open App Designer

  3. Select the Properties tab and scroll down to select the Enable Mobile Offline check box. Then select the drop-down menu and choose a mobile offline profile.

    Enable mobile offline for the app

    Note

    You can add more than one profile for an app module.

  4. When you're done, at the top choose Save and then Publish.

    Publish the app

Mobile offline capabilities and limitations

For information on capabilities and limitations of mobile offline, see Mobile offline capabilities and limitations.

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