Questions tagged [dynamics365-app-mobile]

Use this tag for Questions related to Dynamics 365 mobile app, like issues facing in code development, form customizations, Sitemap configuration issues, etc.

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13 questions
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JavaScript enable rules for custom ribbon buttons and Dynamics 365 Mobile Application

I was wondering are there any known issues regarding Dynamics CRM/365 Mobile App and Custom JavaScript Ribbon enable rules? My situation: I have custom ribbon button defined as a part of Ribbon XML diff. When I have no related enable rules defined…
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1 answer

Choose a different default Entity Form in the CRM Dynamics 365 Mobile App and Web?

We're just getting into making our CRM 365 OnPrem environment work well using the Mobile App, but the forms we display on web just don't layout well on the 365 Mobile App. I hoped there would be some way to select a different Default Form for the…
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Mobile Offline Dynamics CRM app error

Mobile offline profile defines that every account should be downloaded. Status of the accounts is "available" in the mobile app. However, when we go offline, no account record can be opened due to following error in Event Viewer: The requested…
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2 answers

Dynamics CRM Mobile App - Some fields Are locked in Mobile CRM App

In the Mobile App, There are two fields locked out of 10 fields when the Mobile App goes offline mode. When we gets online, those fields are now unlocked. it only happens when the the Mobile Phone goes offline I have checked the below discussion for…
Suga
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Navigating in the dynamics 365 CRM App

I have a Dynamics CRM 2016 Online installation. I have created a web resource in this application. This web resource is launched from a button in the account list. On the desktop this works perfectly, it launches a new window and I can do what I…
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1 answer

Postcode Anywhere (PCA Predict) not working on contact or account form in Dynamics 365 mobile app

Was testing PCA Predict on my android using Dynamics 365 for mobile and it doesn't work. It definitely works in the desktop client though. I debugged the code using the chrome debugger whilst previewing the mobile client online and got the following…
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Wild card search is not working for Regarding Entity for New Note button on home screen of Dynamics 365 app

I am using updated Dynamics 365 app in my mobile (IOS). Once you log in, home page appear with Today view by default. There is a new button introduced in bottom is New Note. Once you click on the New Note button, it asks for Select Regarding…
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1 answer

Dynamics CRM mobile app - ribbon button to open URL via JavaScript?

In Dynamics CRM 2016 I have some buttons in the ribbon that run javascript which use window.open to launch a new window. This works fine on the web browser in desktop mode, but in the Dynamics CRM mobile app it doesnt work. The documentation…
Dean
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window.open(url, '_blank') doesn't work in Dynamics 365 for phone

I am trying to use this below script to open url of an entity view: static openClientForm(pageType?: string, entityName?: string, id?: string) { const url = `ms-dynamicsxrm://?pagetype=${pageType}&etn=${entityName}&id=${id}`; …
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1 answer

In Dynamics 365 with Unified Interface, could I create a manged solution to customize the Sales Hub App?

Context: this is for an ISV that sells extended Lead information. we have created web resources ( HTML , javascript) etc that will fetch the data from our REST API and render it in our HTML. I want to put a tab on the lead details page to render…
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2 answers

Dynamics CRM for mobile remove add button on a grid

How to remove add button from a grid on a form that is connected to the different entity in CRM? Here is the picture. Account entity is connected to the Case entity. This + sign:
EmirSa
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1 answer

Pinned view not saved in Dynamics CRM mobile client

Dynamics 365 online - We are facing one problem with the Dynamics CRM mobile client. When a user pinned a view of an entity, it appears as required on that particular mobile device as and when user logins into the same device. But, when the user…
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1 answer

Dynamics CRM mobile client, how to add shortcut on an entity in left navigation pane

I am using dynamics 365 mobile app for IOS. I need to add the Email and Phone call entities shortcut into the main left navigation pane. Right now, I do not have any idea on how to add this. Does anybody help me to add these shortcuts?