Prepared a mind map on Dynamics 365 Field Service for quick reference.
Access it here (recommended)
Link: https://gitmind.com/app/docs/m627y7wd
Password: 7457
Download the .png format
Refer the content here – https://nishantrana.me/2021/08/17/quick-reference-dynamics-365-field-service/
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 –
Also check out the custom workflow activity for it
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..
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 –
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..
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)
| Mobile App – Online | Mobile App – Offline |
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“My Custom View” is public view which is available in online mode, but not in offline mode.
| Mobile App – Online | Mobile App – Offline |
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| Mobile App – Online | Mobile App – Offline |
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| Mobile App – Online | Mobile App – Offline |
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| Mobile App – Online | Mobile App – Offline |
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| Mobile App – Online | Mobile App – Offline |
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The same web resource when defined within the sitemap gives a “No data available” message.
| Mobile App – Online | Mobile App – Offline |
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Thus, while designing a solution for Mobile Offline, we need to consider the above behavior of the mobile app.
Hope it helps..
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 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.
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
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
This will save the picture taken through Camera in the Gallery. (doesn’t need User Content and Location permission)
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..
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
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