web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Mobile offline profile
Service | Customer Service, Contact Center, Fie...
Answered

Mobile offline profile

(0) ShareShare
ReportReport
Posted on by antc 2,909

Hi all

Have just moved to the new Field Service Mobile App and want to reduce the offline data.

I am having difficulty using related rows and get this error "Unable to update Mobile Offline Profile item relationships" when trying to set to related rows although sometimes it will work. I understand there are likely relationship references that may have to be obtained.

Has anyone been able to achieve something like:

  1. Only get Bookable Resource Bookings in last 7 days for that are not closed and owner equals current user.
  2. Only get Work Orders related to Booking
  3. Only get Customer Assets related Work Orders etc...

It's like I need a document to show which entity to start with to stop the errors, I would also like to remove some of the tables.

I have the same question (0)
  • antc Profile Picture
    antc 2,909 on at
    RE: Mobile offline profile

    Thanks for the tip.

    I have had some success and some weird behaviour especially when using related tables I presume due to possibly circular references.

    I ended up doing custom filter for a few tables when related table failed. It has reduced the Load accessibility.

  • Verified answer
    AllThingsMS Profile Picture
    AllThingsMS 70 on at
    RE: Mobile offline profile

    Hi Antony,

    Regarding the error:

    I struggled with this as well. Some entities that Microsoft included in the out-of-the-box Offline Profile are automatically enabled for Mobile Offline, so I assumed that any entity Microsoft added to the Offline Profile already had Mobile Offline enabled. This is not the case.

    In order to make use of relationship filtering, the entity must be enabled for Mobile Offline. This error indicates that it is likely not enabled. Here is a link to MS instructions for mobile offline entity enabling: docs.microsoft.com/.../setup-mobile-offline

    Regarding specific filtering, detailed instructions also available here Configure mobile offline synchronization | Microsoft Docs

    Filter number one should be done using the Custom Filter. It works just like Advanced Find.

    Filters number 2 and 3 can then use the Related Records Only based on the

    • Work Order - Booking Relationship for filter 2
    • Primary Incident Customer Asset - Work Order relationship for filter 3

    Hope this resolves your issue. Let me know!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Daniyal Khaleel Profile Picture

Daniyal Khaleel 67

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 28 Super User 2025 Season 2

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 17 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans