Open forms, views, and dashboards through URL in Dynamics 365 Mobile / Tablet App


Recently we had a requirement to open an existing lead record within the Dynamics 365 Mobile App from another app.

Using the application handler for mobile clients this can be achieved.

Custom browser protocol – https://nishantrana.me/2020/09/22/use-custom-browser-protocol-to-launch-desktop-applications-from-dynamics-365/

We can either open an empty create entity form or an existing record by passing the GUID of the record.

Similarly, we can open a view and dashboard.

Below is the URL format

ms-dynamicsxrm://?pagetype=[entity/view/dashboard/create] &etn=[EntitySchemaName]&id=[GUID]

ms-dynamicsxrm://?pagetype=[entity/view/dashboard/create] &etn=[EntitySchemaName]&id=[GUID]

To open an existing lead record we would use the below URL

ms-dynamicsxrm://?pagetype=entity&etn=lead&id= e5975ea3-531c-e511-80d8-3863bb3ce2c8

Say for e.g. below is the lead record we want to open in the Dynamics 365 Tablet app from a desktop application.

The Windows Form Application –

On the click of the Open Lead button, the lead record is opened in the tablet app as shown below

In case we are not logged in to the app, it would ask us to sign in first and after successful login, it will open the lead record.

The same from an HTML page

The same is the experience for the mobile app.

Clicking on the link in the browser opens the Dynamics 365 Mobile App with the lead record specified in the id.

Similarly we can open a View, Dashboard, or the Create form for an entity.

Get all the details here –

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/open-forms-views-dashboards-mobile-client-url

Also check out the custom workflow activity for it 

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Entity%20Mobile%20Deep%20Link.md

Check other posts on Dynamics 365 Mobile App 

https://nishantrana.me/2020/05/12/dynamics-365-for-phones-and-tablets-blog-posts/

Hope it helps..

 

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Email experience now available in Dynamics 365 Mobile App – 2020 Release Wave 2


With 2020 Release Wave 2, users can now finally compose, edit, and send emails from the Dynamics 365 Mobile App.

Check other blog posts on Release 2020 Wave 2

Now mobile users can –

  • Compose and send email from Dynamics 365 Mobile app

Navigate to Activities menu from the home page.

We can see the Email entity added there.

Clicking on it allows us to compose an email from within the app.

We have the full email editor formatting available.

We also have the functionality of inserting template, signature, knowledge article, etc. available.

We can also create email records from within the Timeline section.

Check the other blog posts on Dynamics 365 Mobile App

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 12 (Mobile Offline Capabilities and Limitations)


Check the other articles of this series.

In this post, we’d cover some of the limitations and capabilities of Dynamics 365 Mobile App (in offline mode)

  • Add Existing (n-n relationship) is not supported in mobile offline
Mobile App – Online Mobile App – Offline
  • Only System Views are available in offline mode.

“My Custom View” is public view which is available in online mode, but not in offline mode.

Mobile App – Online Mobile App – Offline
  • BPF is not available in offline mode.
Mobile App – Online Mobile App – Offline
  • Custom Ribbon Button are note available in offline mode
Mobile App – Online Mobile App – Offline
  • The mobile offline is only available in iOS and Android phone and tablet app. Below is the screenshot of Tablet App on Windows 10. There is no option for going offline.

  • The offline option in Phones App for Android

  • Business Rules work in Offline mode.
  • Plugins and workflows are not supported in Offline mode.
  • Use Xrm.WebApi.offline to perform CRUD operation offline.


Mobile App – Online Mobile App – Offline
  • Downloading offline updates can take a few minutes to an hour. (The user can still work online while the data is getting synced in the background)



  • Web Resource can be made available offline



Mobile App – Online Mobile App – Offline

The same web resource when defined within the sitemap gives a “No data available” message.


Mobile App – Online Mobile App – Offline

Thus, while designing a solution for Mobile Offline, we need to consider the above behavior of the mobile app.

Hope it helps..

“Enable for mobile” is now “Enable for Unified client”


Just sharing my quick observation –

Enable for mobile”  option for an Entity

EnableForMobile

is renamed to “Enable for Unified Client

EnableForUnified

Notes on Dynamics 365 for Phones and Tablets app – Part 11 (Mobile Settings)


Check the other articles of this series

In this post, we’d look at the different settings specific to the mobile app and their effect.

In the mobile app, navigate to Settings – Mobile Settings in Dynamics 365 for Phones app.

Below are the different settings available inside the mobile app.

Let us look at the behavior of each of these properties.

  • Offline Sync

Offline Sync option is only available for iOS and Android Devices

Enabling the offline sync option will start the sync process in the background and will download the data offline for the user. While sync is happening, users can keep working online.

After the offline data is downloaded users can enable the option “Work in offline mode” to work offline.

  • User content and location

This option allows users to take voice notes and attach it as an attachment to notes.

The location details can be used in the getCurrentPosition method of Xrm.Device

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-device/getcurrentposition

  • Camera – Allow Access

It allows the user to take a picture through the camera and attach it to notes as an attachment.

To take Video and attach it to notes, both the below permissions are required

  • User Content and Location
  • Allow Access

  • Camera – Save photo to the library

This will save the picture taken through Camera in the Gallery. (doesn’t need User Content and Location permission)

  • Camera – Photo Resolution

It allows the user to specify the resolution of the picture taken through the camera.

Below were the findings of the size of the picture for different resolutions with different devices.

You can read more about the file size of the pics in mobile apps here

Thus we saw the different mobile settings available in the mobile app and their consequence.

Hope it helps..

Dynamics 365 for Phones and Tablets App posts


Notes on Dynamics 365 for Phones and Tablets app

Using Xrm.Device captureImage method to take a picture and attach it to notes.

Using Xrm.Device pickFile to attach files to notes

Fixed – You do not have any apps in this view error.

Upload files using SharePoint integration in mobile app

Calling SetWordTemplate from the custom ribbon button

Attachment to Notes in the mobile app