Tip #140: Working with Dynamics CRM on iPad as System Admin or Customiser

System settings on iPad

As reported by Andre “I’ve got 88 in my handle” Margono: Recently I stumbled across a question in Dynamics CRM Forum regarding “How to see CRM Settings on a tablet browser” Out of my curiousity, I tried something on my iPad. The steps that I used to achieve this is using Google Chrome on iPad […]

Tip #132: Consider how users will be accessing CRM

Now that we live In a multi-browser, multi-device world, it is very important to consider how your users will be accessing CRM when you configure forms. Dynamics CRM 2013 includes a fantastic responsive design that rearranges the tabs and sections to fit the screen size on which it is being viewed. This means that, if […]

Tip #109: Manage CRM documents and attachments when working from an iPad

So you’ve joined the modern world and are using CRM exclusively from an iPad. No more heavy laptop to tie you down. Once the thrill of being mobile wears off, you are struck with the realization, “How am I supposed to save documents and attachments to CRM?” While you have nearly full CRM functionality from […]

Tip #4: The Application Metadata security privilege

application metadata

In Microsoft Dynamics CRM 2013, to use CRM for Tablets, the user’s security role must have the “CRM for Tablets” permission, but there is also another new permission needed to use the tablet apps. On the Customization tab of CRM security roles, there is a new privilege called “Application Metadata.” The user requires read access […]