You create a model-driven app and open it in the Dynamics 365 mobile app or the Power Apps app (now supports model-driven). But when you click new record, you get a form but you cannot enter in data correctly — maybe there are some missing fields or something else is wrong. Dynamics 365 mobile uses […]
When Dynamics 365 v.8 was released, mobile offline was a big deal. But when we got to v9, the feature was turned off due to stability issues. Well good news, it is now back. You can configure offline profiles from the classic/advanced settings area. To use offline mobile, set the organization data download filters on […]
If you try to use the Dynamics 365 mobile app on iOS and experience the app repeatedly returning to the login screen, there is a simple fix. Log in to D365 in Safari. Safari will prompt you with the question “would you like to increase the database size for (URL of your D365 environment)?” Answer […]
You enable mobile offline synchronization in Settings–>Administration. It tells you that offline provisioning was successful. However, when you navigate to settings, you don’t see the link. Using the XRM toolbox (or other Sitemap editor of your choice), add the following subarea to your sitemap.
Recently we posted about Unified User Interface (UUI) myths. Much of that, and other discussions, have focused on the additional goodies the UUI will bring to mobile users. But the benefits also go the other way–web/PC users of the Unified User Interface (UUI) will finally be able to use some of the “mobile only” functionality […]
This is the latest in our series of posts called “Reviewing the reviewers.” Given that the Apple App Store does not allow responses to app reviews, we are responding to these frequently misguided reviewers here, and explaining how they can resolve the issues that they are seeing with the Dynamics 365 mobile app. Read the […]
In Dynamics 365, you can specify an organization data download filter for entities enabled for mobile offline. From the entity customization form, check the box for “enable for Mobile offline,” then click the link for Organization data download filter. On the next screen, you will get what appears to be an Advanced Find type screen […]
I’m a big fan of the Dynamics 365 mobile apps. I’ve written a book about it, I present CRMUG summit sessions about it, and I fight the misguided app reviewers about it. However, there are several scenarios where it may not be the best fit, and a good third party mobile app (like Resco) is […]
As we approach the elusive tip 1,000, we are updating some of our tips from the past. In this tip, we will re-evaluate tip 259 regarding attaching files to Dynamics CRM via a mobile device. The takeaway from tip 259 was that if you used Android, you could attach files from the leading web file storage […]
Every fall when Apple releases new updates for their mobile operating systems, reviews like this one appear in the store: This has been an annual tradition, and has happened each year with IOS 7, 8, 9, and 10, and will likely happen whenever Apple releases iOS 11 this year. The first rule of administering Dynamics […]
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