This page is a Draft, its content is not complete and might contain errors.
This article applies to:
- CWR Mobile CRM 1.2/4.0
- Microsoft Dynamics CRM 3.0/4.0
Synchronization Options
To go to the Options area, simply tap
Menu |
Options on the CWR Mobile CRM home screen
If cost (Data plans) is a concern:
- Activate "Work Offline" option
- Do not activate "Always check for Updates"/"Always check for data updates" option(*)
- Do not activate "Enable BackgroundSync"
In a future release you should be able to Work Online without the added cost.
If regular up-to-date information is a concern
- Do not activate "Work Offline" option
- Activate "Always check for Updates"/"Always check for data updates" option(*)
- Activate "Enable BackgroundSync"
(*) "Always check for data updates" should only be used when you want real-time updates from the server. This means, every time you open a view or a form, it checks the server for updated information. It negatively affects the performance and does slow down the application, so only use it when really necessary.
Note that there's a difference between client and server updates. When using "Work Online" changes made on the client are immediately sent to the CRM server. This has no relation with changes received from the server. The background sync (or the explicit sync using the Sync menu) are used for retrieving changes from the server. So if you only need up-to-date information from the server to the client, then you should enable the background sync, but you don't necessarily have to Work Online.
When you (background)sync, both client and server changes are synced. So if you're working offline, then during a sync first the queued client changes are sent to the server and then server changes are sent to the client.