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 […]
Tip #925: Mobile attachments revisited
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 […]
Tip #915: Reviewing the Dynamics mobile app reviews
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 […]
Tip #234: Beware of the IOS 8.0.2 update
If you use an IOS device, you know that there have been many updates recently. The IOS 8.0 release on September 17 was shortly followed by the 8.0.1 update. This release broke many user’s cellular connections, so Apple rushed out the 8.0.2 update to fix the issues introduced in 8.0.1. So what does this have […]
Tip #227: View desktop version of CRM in IOS 8
Dynamics CRM hides some links when the application is opened in a mobile browser, like IOS Safari. This includes admin functions that are not designed for mobile browsers, like run report, Advanced Find, and the Settings area. If you still would like to have these buttons appear on your tablet, third party browsers like Google […]
Tip #75: Make iOS7 Remember Your CRM Password
I have heard multiple users report that IOS7 does not remember their passwords, whether for CRM for Phones (Mobile Express) on iPhone or using CRM in Safari on an iPad, and that they have to type in their credentials every time they try to use it. This is due to a new private browsing feature in […]