Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Synchronisation Between D365 v9.0 and Sales Hub App on Phone/Tablet not working

(0) ShareShare
ReportReport
Posted on by 25

We have installed sales hub App in D365 online v9.0 and created custom dashboard for queue items. Also we have installed D365 App on iPhone and tablet and were able to access custom dashboard. User didn't want old queue items to appear in the view in App so decided to get rid of them from queue, on desktop D365 on dashboard deleted items disappeard but on the App we can still see those deleted items. 

We tried to sign out/reconfigure/reinstall app (due to caching issue) but no Joy.  Couldn't find anything on web, if anyone come across such issue or if there is any setting related to Syncing data between App and D365 please let me know. 

*This post is locked for comments

  • CRM Terminator Profile Picture
    25 on at
    RE: Synchronisation Between D365 v9.0 and Sales Hub App on Phone/Tablet not working

    It looks like a bug in Sales Hub App, I have Added Queue Items entitty in Sales Hub with exactly the same Views as in Dashboard, there were no items when click on the view in Queue Item Entity but the same view was ignoring the Queue on Dashboard

  • CRM Terminator Profile Picture
    25 on at
    RE: Synchronisation Between D365 v9.0 and Sales Hub App on Phone/Tablet not working

    Thanks Scott, But i am not using Offline functionality. I tried to reconfigure on Dev and Test Environment and result is same.

    I can see the only issue giving read permission to "Security Role" as Organisation but if i don't give this role on organisation App is not accessible. I will have to raise this with MS.

    This can be reproduced as below

    1. Create Custom role and give necessary permissions  to that role as described in App configuration

    2. Add Users to the role

    3. Create Team

    4. Create Private queue and make the team as Owner

    5. Create some activities in that queue and create view and make it available on dashboard

    6. Access the App (I am using Sales Hub) on mobile (i used iPhone 8+), any items available should be accessible

    7. Remove some of the items from queue on desktop

    8. Refresh App on mobile, you would be able to see deleted items as well.

    I gave 24hrs for syncing but it seems its failing to do so.

  • ScottDurow Profile Picture
    19 on at
    RE: Synchronisation Between D365 v9.0 and Sales Hub App on Phone/Tablet not working

    Hi,

    Very interesting - the sales hub and web UI both read from the same database so unless you are offline they changes should be reflected immediately.

    If you have reconfigured the app then this would clear any offline cache and so I suspect that the items are still there and somehow you are filtering them out in the web UI or not looking at the same queue items?

    If not then you’ll need to raise a Microsoft support case because this absolutely should not happen!

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

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 54

#3
Victor Onyebuchi Profile Picture

Victor Onyebuchi 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans