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If you are deploying CRM for Tablets for iPad, how do you train your users? Like with any CRM deployment, you will want to conduct user training and maybe record the training for future reference. This can be a challenge, because you can’t easily display your iPad screen on all screen sharing solutions (like Microsoft […]
Tip #11: Internet Explorer 11 and CRM mobile access
If you are one of the brave individuals who upgraded to Windows 8.1, you may find that Internet Explorer now has a new shiny version number — 11. Or, perhaps, you were game enough to download and install IE 11 for Windows 7. Since CRM 2011 has no clue what IE 11 is, it promptly […]
Tip #5: Enable tracing in CRM for Tablets
If a user is having issues with the CRM for Tablet app on Windows 8/8.1 or iPad, you can enable tracing in the app. This will generate a trace log and may give you some useful details, such as if the user is missing a security role, what role is missing. Read more at the […]
Tip #4: The Application Metadata security privilege
In Microsoft Dynamics CRM 2013, to use CRM for Tablets, the user’s security role must have the “CRM for Tablets” permission, but there is also another new permission needed to use the tablet apps. On the Customization tab of CRM security roles, there is a new privilege called “Application Metadata.” The user requires read access […]