Configure and Manage Mobile Devices
– App for Mobile Devices
– Configure entities for mobile.
Mobile Device Apps:
Apps available for phones and tablets:
App First available
Dynamics 365 for phones CRM Online 2015 Update 1
CRM 2016 On-Premises
Dynamics 365 for phones CRM Online Fall ’13
express (previously called CRM 2013 On-Premises
Dynamics 365 for phones)
Dynamics 365 for tablets CRM Online Fall ‘ 13 and CRM 2013 On-Premises
Configure Steps for Users:
-Check that the mobile hardware and software is supported #
– Install the app from the relevant store.
– Sign -in to the app using the URL for Dynamics 365 and Dynamics 365 username and password
Offline Working :
Recently viewed records are cached and can be viewed but not edited.
-New records can be created while offline as drafts.
-Drafts can edited before going online.
-Some restrictions: Can’t edit existing records, can’t link a draft record to another draft record(such as opportunity to account).
Security Privileges:
Configure Entities for Mobile:
Hide Form Components for Dynamics 365 for Phone:
Dashboards:
– More than one dashboard (system or user) can be enabled for Dynamics 365 for phones and Dynamics 365 for tablets.
