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Your customer wants to enable their Microsoft Dynamics 365 Field Service mobile app for offline use.
You need to configure the mobile app for technicians, including custom entity offline usage.
What are the first four steps you should perform in sequence? To answer, move the appropriate actions from the list of steps to the answer area and arrange them in the correct order.
- See Explanation section for answer.
Answer(s): A
Explanation:
Configure offline capabilities in the Field Service (Dynamics 365) mobile app
Administrators can control what data is downloaded to the Field Service (Dynamics 365) mobile app with the offline profile.
Step 1: Create a mobile offline profile, …
Set up an offline profile
Offline record types, relationships, and user assignments are managed through your Offline Profile.
Within your offline profile you can:
Define record types that are available offline and their sync interval.
Define filters for each record type. For example, by default only bookings that start within the next seven days are downloaded to the device.
Set up item association by creating relationships between entities. Item association saves time because not every record type needs a filter. You can associate related record types that follow filters set on the related record type.
Step 2: Enable entities for mobile offline synchronization
Step 3: Add users to the correct mobile offline profile, and publish the offline profile
Step 4: Enable the Field Service mobile mode-driven app for offline use.
Sign into your mobile app, then go to Settings > Offline Setting (globe icon) to see the status of downloaded data.
If data isn't downloading, try signing out and signing back in. If offline data is still not downloading, make sure the user you're signing into the mobile app as has been assigned to a Published mobile offline profile.
Note:
Configure offline capabilities in four steps:
1. Set up an offline profile (one exists by default).
2. Add users to the offline profile.
3. Edit and publish the offline profile as needed.
4. Add the offline profile to the Field Service mobile model-driven app.
Reference:
https://learn.microsoft.com/en-us/dynamics365/field-service/mobile-power-app-system-offline
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