This tip is for Verizon customers who use iPhones in North America. If you have an iPhone 6/6Plus/6S, you most likely are used to not being able to connect to apps like Dynamics CRM mobile while talking on the phone. However, what you may not know is there is actually a setting to enable voLTE […]
Tip #562: Tipster guide to Dynamics CRM 2016 New Visual Controls for Mobile Clients
Woot-woot! It’s Friday, folks, time for another animation. Dynamics CRM 2016 introduces new visual controls that can be used on a variety of different fields types to enhance the user experience on both the Tablet and Phone clients. These mobile controls range from sliders that can be used on numeric fields, to input masks, and […]
Tip #551: Business Rules and “new” lookup values in mobile
In CRM 2015, if you use CRM mobile and you have a business rule that references a lookup field, if you create a new record in the lookup field, the business rule will not fire. This issue is fixed in CRM 2016
Tip #541: Don’t use white background for navigation icons
Ivan Kurtev tells us not to use white (#ffffff) as a color for custom entities in CRM 2016. It causes navigation icons and relationship tiles in the mobile app to appear in glistening white, which is a fine color, that’s also the color of the font that the entity name is displayed on the relationship tiles, […]
Tip #500: Captain Redlaces’ Mobile Manifesto
What would be the better way to celebrate our 500th tip than to welcome Scott “Captain Redlaces” Sewell as our residential tipster? He opens strongly, not with just a tip but a manifesto. Dynamics CRM App for Mobile (phone/tablet) October 2015 edition The mobile apps are great. There’s a lot to like about them – […]
Tip #497: Avoid multi-column sections if using mobile
Another awesome TIL from Scott “Captain Redlaces” Sewell. tl;dr Avoid multi-column sections on your CRM forms. (If you’re going to use the Mobile Apps) Today I Learned If you’re going to use one of the mobile apps in your implementation, avoid using multi-column sections – the layout of these fields will be significantly different from […]
Tip #495: Include “Name” as first column in views for mobile or Safari
We now have so many tips coming from Scott “Captain Redlaces” Sewell that the pressure is mounting to add Captain as ah honorary tipster or, at very least, dedicate a category for him. As suggested by the man himself: “TIL”. Today I Learned If you’re going to use mobile App or Safari – best practice […]
Tip #481: Mobile App Troubleshooting Part 2
Yesterday I posted a tip about Mobile App Troubleshooting regarding duplicate views creating an error message in the mobile app. Today I would like to add to that with an issue that we experienced while doing the original troubleshooting. It is one of the Duh! moments where as soon as you know what to do […]
Tip #480: Mobile App Troubleshooting
Recently we ran into a vexing issue with the use of the Dynamics CRM (for phone) app. The error was occurring on all three platforms we tested – Windows Phone, Windows Desktop and Android phone. We connected the application to another organization and didn’t see the error. So we concluded it must have been something with the […]
Tip #466: It’s not a privilege
Way back in Tip 226, we talked about the sitemap privilege tag that can be used to hide sitemap subarea links for users that don’t have a specific entity permission. One thing that you should know is that the privilege tag is not honored by Dynamics CRM mobile apps. The rule of thumb is that […]