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 […]
Tip #131: Test CRM for Tablets from CRM not for Tablets
Following a cool tip about testing CRM for Tablets from my fellow tipster Joel, I figured that if anyone knows your URL and orgname, it’d be your CRM organization and it should be possible to run this test from inside any CRM organization without trying to memorize ngas and orgnames or remember to login before […]
Tip #127: Test CRM for Tablets from a PC browser
So you want to test CRM for tablets, but don’t have a tablet? No problem. You can open the CRM for Tablets user interface in a web browser. This is handy for testing how your configuration will look in CRM for tablets. The following works with Chrome browser. First, log in to CRM using the […]
Tip #20: Use alertDialog and confirmDialog to display messages to users
If your javascript code is peppered with alerts and confirms, it’s time to stock up on the invigorating drink of your choice and rewrite. The reason is very simple – CRM for tablets does not like anything that blocks execution. New stablemates are alertDialog and confirmDialog – use them to display messages to users and […]
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 […]