I have a scenario for a line of business application. Should I use Dynamics 365, or should I build a Power App? This is a question that a growing number of companies are asking. The marketing message around PowerApps is very similar to the xrm message–build powerful line of business applications without having to worry […]
I would like to see my sales team’s appointments on the same calendar. Should I change my appointment sync rule to get all appointments for my team synchronized to my calendar? No. Don’t do it. That is a sure-fire way to make your Outlook calendar unusable. You won’t know what is your appointment, vs. your […]
In this video we look at the Company News Timeline feature that was release with Spring Update. This feature lets you stream news stories about CRM records on Mobile devices. In addition we show you how the Timeline Control works and is configured. Give us your feedback, all of it: good, bad, and ugly, I’m […]
Field Service in Dynamics CRM is massive – lots of entities, lots to configure, lots to learn. One of the nicest features on my books is a Resco-based mobile app, Field Service Mobile, fast and user-friendly. When Field Service Mobile starts for the first time, it may display an error message: Exception while fetching entity […]
In Tip 284 we provide a list of entities that don’t work on CRM Mobile apps. This has changed with the Spring 2016 update. Per the CRM Roadmap site, Quotes, Orders, and Invoices are all now available via mobile, but they don’t work offline. The following is the updated list of entities not available for mobile: […]
Today we look at the Dynamics CRM Mobile Task Flow feature. This Preview feature was introduced as part of Spring Update 1. Derik walks you through how to enable, configure and consume the feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
Earlier this week a client called and said they were baffled by the searching on the tablet app. They had a custom entity published to the mobile app and when they search on the phone and the desktop for data, matching custom entity records would appear. However, when they are on the tablet nothing showed […]
As always the annual spring update for CRM online is introducing many new features and improvements. One of those is Mobile Offline Synchronization. In this video we look at requirements for the feature, and walk through setup and configuration (including defining offline profiles, and controlling what data is available). There might be a part III, […]
This truck stop is somewhat unusual. Traditionally, we have a question and one or more answers to serve. This time we have two people independently arriving at the same question. tl;dr If you are rolling out Dynamics CRM mobile apps or customizing Interactive Service Hub, don’t forget to click Prepare Client Customizations after you publish […]
Raphael Moser sent the following tip to jar@crmtipoftheday.com (and you can do too!) This recent blog post shows how to use the new new signature control feature on mobile apps: http://www.dynamicscrmpros.com/microsoft-dynamics-crm-2016-new-signature-control-feature-phones-tablets/ The problem is only that you can’t show the created signature directly in crm web. The signature is saved as a data URI (someting like “data:image/png;base64,iVBOR…”) […]
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