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 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.
For more information, see these sections:
Syncing with the Host System
Automatic syncing
To automatically sync your device with the host system, set up the following preferences on the Setup page in MobileTech.
If MobileTech is set up to use event-based syncing and Sync Login is set to Off on the device, automatic syncs will occur when you create a service call, create or complete an appointment, or request a timesheet report. If Sync Login is set to On, you'll be prompted to sync. For more information, see "Event-based syncing" later in this topic.
Automatically sync your device only when you log on to it
When you first log on, you must manually sync the device.
Field | Setting |
|---|---|
Auto Sync | On Start |
Auto Sync Delay (sec.) | Enter 0 |
Sync Login | Off |
Automatically sync your device when you log on to it, and then at specific intervals throughout the work day
After you log on, the device is automatically synced at the interval that you enter.
Field | Setting |
|---|---|
Auto Sync | On Start |
Auto Sync Delay (sec.) | Enter a value, such as 600 |
Sync Login | Off |
Always manually sync your device
Field | Setting |
|---|---|
Auto Sync | Never |
Auto Sync Delay (sec.) | Enter 0 |
Sync Login | On |
Event-based syncing
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.
Field | Setting |
|---|---|
UseEventBasedSync in the setup options | True |
Sync Login on the device | On |
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.
Field | Setting |
UseEventBasedSync in the setup options | True |
Sync Login on the device | Off |
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
To log on or to sync the host and your mobile device, follow these steps.
- Choose the Sync icon.
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/companydatabaseUser 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.
- 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.