Plugins

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Dataverse/Dynamics

A collection of plugins is available for Microsoft Dynamics. It is used during the synchronization process and handles special cases which are not covered by normal synchronization:

  • Rows deleted on the server
  • N:N relationships terminated on the server (deletions from intersect tables)
  • Ownership changes (if they involve a deletion internally)

For information on how and when the rows are deleted from the local database, see Cleaning up deleted records.

Note Plugins are available only for Microsoft Dynamics CRM 2011 and later.

Why is it needed

We need information about deleted rows because of the mechanic of how incremental synchronization works: Give me rows that were changed since the previous synchronization. Deleted rows disappear from the server, hence they cannot be returned. The same argument applies to row ownership changes: If a row was assigned to me, it wasn't changed, and the normal incremental synchronization request does not return this row.

This function was originally designed for synchronizing the local database in Resco mobile apps, however, you can also enable it for syncing organizations connected using Resco CRM sync.

Configure plugins

  1. Select Plugins from the Administration menu in Woodford to configure them.
  2. Use the search bar to find the right table and plugin type.
  3. Check all the tables where you want to enable the plugins.
  4. Click Save to save changes.

Managing Dataverse plugins in Woodford

Configure tables

Make sure that all the tables for that you configure deletions are actually enabled in the mobile app.

You can verify this using Woodford. Edit an app project and scroll down to tables (entities) in the Project menu. Inactive, disabled tables are displayed in gray. Select an inactive table and click Enable, then click Save.

For N:N relations, this also applies to the intersect tables; for example, for a relation between Competitor and Product, enable Competitor, Product, and Competitor Product.

For ownership, also enable the table 'User.

Implications

Only changes made after the tracking was enabled will be propagated to the mobile clients. Entries deleted before enabling the tracking will not be propagated on the mobile clients.

After changing the plug-in configuration, users need to perform full synchronization on their devices to get the latest data, without the previously deleted rows.

  • As a user, to perform a full synchronization on a device, go to the Setup of your mobile app and tap Delete Data; then synchronize the client.
  • Administrators can force full synchronization to their users via Device control.