Anveo Mobile App Builder

Allow full synchronization only with LTE/4G/5G or WLAN access

Your scenario: your field worker is traveling in areas with low bandwidth (e.g. rural areas). For order creation, the App automatically uses Anveo’s Quick Send function to transfer the data quickly and promptly to the Microsoft Dynamics system without having to perform a full synchronization.

Only when the user has a faster internet connection, e.g. LTE/4G/5G or WLAN, will extensive changes be synchronized between the App and the Microsoft Dynamics system. The App recognizes these changes automatically and decides on the scope of the synchronization. The user is spared unnecessary waiting time and receives a speedy data transfer.

Example action code: SYNC_MGMT

Prioritize one-way sync for large amounts of data

Your scenario: your mobile sales representative has created numerous order lines offline, or your service employee has recorded extensive measurements with the App. These are to be transferred to Microsoft Dynamics 365 Business Central or Microsoft Dynamics NAV. To ensure that this transfer takes place as quickly as possible, a complete synchronization is not performed.
Instead, the App recognizes the large amounts of data and automatically uses the Quick Send function. This allows the user to continue working with the App immediately after sending the data. A full synchronization is then possible at any time.

Example action code: SYNC_MGMT

Prevent synchronization of specific Anveo Pages

Your scenario: your employee has created a new order while on the road. Your workflow dictates that the order creation must be complete before the order can be synchronized with Microsoft Dynamics.

With Anveo, you can prevent synchronization if, for example, lines are still being created. Customize this feature to meet your individual needs.

Example action code: SYNC_MGMT

Perform automatic synchronization when moving, such as during device inactivity while driving

Your scenario: your sales representative has just visited a customer and is on their way to the next appointment. Set up automatic synchronization to take place whenever your employee is moving at a certain speed, e.g., at least 20 km/h.

This is the perfect way to use the travel time for data exchange. The user automatically has up-to-date data at the next appointment and previous orders have already been sent and processed.

If there is no sufficient internet connection at the time of automatic synchronization, a new synchronization attempt can be defined to take place automatically after a specified time interval.

Example action codes: ASLSFNC:GPS_ON to activate the GPS tracking in the main menu and ASLS_FNC:GPSTRACKSEN to save and synchronize the information.

Request for larger data sets for specific users for a limited period of time

Your scenario: your mobile employee needs extensive information about an article or customer while on site. Transferring all manuals, records, histories, and documents to a mobile device puts strain on the device and slows down the data transfer.
Anveo offers several possible solutions for this problem:
a) Define that certain documents (e.g. item history, documented photos, historical information, manuals) are always transferred to the employee’s mobile device when an order is created and are, for example, automatically deleted again when not used for 2 weeks. This way, the user always has all the necessary information, and the mobile device and your data volume will not be overloaded.
b) The user can pull up the article or customer history on site at the touch of a button. The data here can also be deleted from the mobile device in the background after a specified period of time.

Example on the customer card (ASLS_CUSTOMER), in the menu: „Load extended history“ (action code ASLS_FNC:TDM) when using the additional synchronization package SALES DYNAMIC.

Live request to Microsoft Dynamics for validation of availability, inventories, credit limits, or special prices

Your scenario: your employee is on site and only has a short amount of time to go through the new orders with the customer. However, some of the requested goods only have smaller quantities on stock, and there are also special price offers. The last synchronization was some time ago. The questions arise: Can we still deliver? What are the current prices?
There are several setup options for this.
a) Send the order to your Dynamics system using the “Quick Send” function. You will immediately receive a push notification if the order was created correctly.
Example on the order card (ASLS_ORDER) – action code ASLS_FNC:QUICKSYNC
b) Define minimum quantities in Dynamics. If the quantities fall below these levels, a synchronization MUST be performed BEFORE the order is confirmed (e.g., before the customer provides a signature).
c) Define other processes, such as nearly exceeded credit limits, verification of graduated prices, or other procedures that require validation/synchronization with your Dynamics system. Your options with Anveo are widely varied here.