Today’s tip comes from Noah Schultz. (And you can submit your tip too – just email it to jar@crmtipoftheday.com!) Want to easily simulate disconnected behavior of Dynamics 365 mobile? Follow tip 127 and open CRM tablet experience in Chrome, hit F12 and check “offline” in the network tab: This is great, because you can continue […]
In this video tip we talk about the differences between how Dynamics 365 for Tablets and Dynamics 365 for Phones navigationally swipe. Since the phone app does not include any animation when users swipe, some users have the perception that the swipe isn’t working or the app is unresponsive, then they leave negative reviews. In this video […]
When deploying Dynamics 365 mobile with offline capabilities, it is important to plan your profiles. Profiles define what data should be available when offline. I use a simple planning matrix to define the filter options for each business group that will be used offline. This spreadsheet includes the standard filter options: All Records Related Data […]
As promised in tip 850, I am reviewing the reviewers of the Dynamics 365 mobile app. For today’s tip, let’s look at this review from SRDK05: SRDK05 has negative feelings toward the app because it gives him or her an error message at step 3 of the setup process. When this happens, the first step […]
I have a history with the Dynamics 365 mobile app, and while I don’t think it is perfect (I too get frustrated waiting for metadata to download sometimes), it has come a long way. However, it continues to get negative reviews in the various app stores. Some of this feedback is deserved, while some of […]
Recently, I had experienced a significant failure with the Dynamics 365 for Tablets client. It had seemed to present itself out of the blue, without any real reasoning or trigger behind it. As we reviewed the errors presented via developer tools in Chrome while loading the tablet client in a browser, we saw a significant […]
My production CRM Online environment was upgraded to Dynamics 365 last week, and I was very excited to use the new stacked UI on mobile. If you haven’t heard, Dynamics 365 mobile will now display multiple dashboard charts on the same screen in mobile, reducing the amount of left/right swiping users must do when viewing […]
Dear Tipsters, How can I create and close a task in one step on mobile, similar to the create and mark complete process in Dynamics 365 in browser experience? Signed Taskmaster Taskmaster: In the Dynamics 365 mobile app, create a task. From the edit form, click the options (…) button in the lower right corner. […]
A few years back while writing the CRM Mobile Survival Guide, I found that SSRS reports could not be run on mobile, even when viewing CRM via the tablet browser experience. Unless you took several extra unsupported steps such as tricking Safari into thinking it was a desktop browser. In my tests of Dynamics 365 […]
If you have deployed CRM mobile apps for phones or tablets, you may have found that sometimes form scripts that work in browser on a PC do not work in mobile, or the mobile app gives you an error message that you don’t see in the browser on your computer. This can be frustrating as mobile devices […]
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