Synchronizing, or syncing, with the host system lets you update the information on your mobile device with any changes that might have been made in Microsoft Dynamics GP. Syncing also updates the host system with changes that you make on your mobile device, such as changes to the statuses status of calls and appointments, or new notes and attachments.

Syncing can be set up to occur automatically or based on events , and you can manually sync your mobile device at any time. If you cannot click on a setup field on your device, you must contact your administrator to unlock the field.

Event-based syncing

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If MobileTech is set up to use event-based syncing, event-based syncing is used to sync your device to the host system in these situations:

• You choose Save after creating a service call.
• You choose Save after creating an appointment.
• You choose Complete Appointment after completing a service call appointment.
• You request a timesheet report.

Display the Sync page to prompt you to sync

After you create a service call, create or complete an appointment, or request a timesheet report, the Sync page is displayed. You must choose Sync to sync to the host system.

For more information, see these sections:

Child pages (Children Display)alltruedepth4

Automatically sync your device to the host system

After you create a service call, create or complete an appointment, or request a timesheet report, your device is automatically synced to the host system.

If MobileTech is not set up to use event-based syncing, no event-based syncing occurs. The device will sync depending on your settings in the Sync Login or Auto Sync fields on the Setup page, or when you manually sync the device. See "Automatic syncing" and "Manual syncing" in this topic for more information.

Manual syncing

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To log on or to sync the host and your mobile device, follow these steps.

1. Choose the Sync icon.

2. Enter the following information. If you've previously used MobileTech on this client device, most or all of this information is shown as default entries.

   Field	Description
   Url	Enter the URL of the MobileTech Integration Sync Server. The URL must include the server name, website port number, and company database name. Example: http://servername:8080/companydatabase
   User Name	Enter your user name. This is the email address that was set up for you by an administrator in MobileTech Administration to use when you log on to a client device.
   Password	Enter the password that is associated with your user name.
   Save Password	Mark this option if you want the application to remember your password after you exit and start MobileTech again. Don't save your password if you're using a shared client device. If you don't save your password, it is saved only during this session. You won't have to re-enter your password the next time you sync during this session.
   Start Sync Date and End Sync Date	These dates create a range for the records that are synced. Only records that fall within this range are included from the host system. Likewise, if you create a new record from your device, such as a pending service call or appointment, the date of that record must fall within the sync date range to successfully be synced and to create the record. An appointment that you create for a future date that is not in the sync date range isn't displayed on the device until it falls within the sync date range. The default sync dates are one month before and one month after the system date, but you can select different dates.

   
   

3. Choose the Sync icon.If you encounter any issues while you're syncing, you can review and resolve by choosing Sync Errors. For more information, see Resolving sync issues.