Notes on Dynamics 365 for Phones and Tablets app – Part 5 (Dashboards)

Check the other articles of this series

Continuing the previous post,

In this post let us try configuring the Dashboard for mobile.

We have created a custom dashboard having the test entity and have kept the “Enable for mobile” option as unchecked

Now let us add this dashboard in our model-driven app and update the sitemap.

Publish the changes and open the app in the mobile app.

The Dashboard is available within the app, even though the option “Enable for mobile” was unchecked.

Here we need to make sure the user has the Dashboard is accessible for the security roles(s).

Some of the system dashboards will have “Enable for mobile” property already checked and greyed out.

As we already saw, this property doesn’t have any effect in the case of the model-driven app, so to make these dashboards available for the end-user, we just need to add them to the App.

The dashboard within the mobile app.

Now let us try adding an Interactive Dashboard to the app.

The Interactive Dashboard shows up within the tablet app for windows, with a horizontal scroll bar.

And the same inside the phone app for android, displayed vertically considering the screen size.

Now let us check the behavior with the personal dashboard.

Say e.g. user1 (system admin) has created the following personal dashboard named personal dashboard.

The same is displayed for the user within the mobile app.

As expected, it is not available to another user, considering it is a personal dashboard.

Let us share the dashboard and check.

The personal dashboard will be available to the user to who it has been shared.

It seems like with earlier version it was not possible

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/208534/crm-dashboard—viewing-shared-dashboard-on-mobile

Thus, we covered how to add the dashboards to the app and the way they render within the mobile app.

We have also shared our feedback on some of our findings on Microsoft docs

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 4 (Entity Configuration)

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Continuing the previous post,

Now let us see how do we enable a specific entity for mobile.

To begin with, let us first create a custom entity named Test. For now, let us leave the Enable for mobile option unchecked.

[Update – Enable for mobile has been renamed to Enable for Unified client]

EnableForMobile

We have created a new model-driven app and added that entity in the sitemap.

Let us publish the changes and try accessing the app from Dynamics 365 mobile app.

Even without checking “Enable for mobile” option, the Entity is available as it is part of Model-Driven App and we are accessing it using System Administrator that has rights on both the app as well the custom entity.

Now let us check that option along with read-only option on the custom entity and publish the changes

This setting makes the entity as read-only for the user (even System Administrator)

Now let us update the site map, add the same entity inside sub-area, also create a new group and new area and add the same entity.

Let us save and publish the changes and see how it gets rendered inside the mobile app.

Below how it displays the navigation, exactly as specified in the Sitemap, inside Dynamics 365 for the Tablet app and Phone app.

Microsoft Documentations says

https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#navigation-bar

which it seems it doesn’t apply with the Model-Driven app anymore.

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 3 (supported iPad devices)

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Continuing our previous post on attachments, here we will cover the list of iPad devices supported.

Here first have the look at the list of supported versions and RAM (minimum) for different platforms.

And if we are using the web browser in Tablets to access Dynamics 365 application below are the supported devices. Here the versions are the same as for the apps, but the main point to consider is the resolution and the screen size.

Using the web browser on phone to access a model-driven app is not supported.

Based on the above details, below is the list of iPad devices supported and their specifications that could help in choosing the correct device.

Device Screen size (inch) Release Date iOS
(release with – supported)
Status
iPad mini 2 7.9 November 12, 2013 iOS 7 – iOS 12 Discontinued and unsupported
iPad mini 3 7.9 October 22, 2014 iOS 8 – iOS 12 Discontinued and unsupported
iPad mini 4 7.9 September 9, 2015 iOS 9 – latest Discontinued and supported
iPad mini 5 7.9 March 18, 2019 iOS 12 – latest Current
iPad Air 9.7 November 1, 2013 iOS 7 – iOS 12 Discontinued and unsupported
iPad Air 2nd Gen 9.7 October 22, 2014 iOS 8 – latest Discontinued and supported
iPad Air 3rd Gen 10.5 March 18, 2019 iOS 12 – latest Current
iPad 5th Gen 9.7 March 24, 2017 iOS 10 – latest Discontinued and supported
iPad 6th Gen 9.7 March 27, 2018 iOS 11 – latest Discontinued and supported
iPad 7th Gen 10.2 September 25, 2019 iPadOS 13 – latest Current
iPad Pro 9.7 inch 9.7 March 31, 2016 iOS 9 – latest Discontinued and supported
iPad Pro 10.5 inch 10.5 June 13, 2017 iOS 13 – latest Discontinued and supported
iPad Pro 11 inch 1st Gen 11 October 30, 2018 iOS 12 – latest Discontinued and supported
iPad Pro 12.9 inch 1st Gen 12.9 November 11, 2015 iOS 9 – latest Discontinued and supported
iPad Pro 12.9 inch 2nd Gen 12.9 June 13, 2017 iOS 10 – latest Discontinued and supported
iPad Pro 12.9 inch 3rd Gen 12.9 October 30, 2018 iPadOS 13 – latest Discontinued and supported
iPad Pro 12.9 inch
4th Gen
12.9 March 25, 2020 iPadOS 13 – latest Current

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 2 (Attachments)

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Continuing the previous post

https://nishantrana.me/2020/04/06/notes-on-dynamics-365-for-phones-and-tablets-app-part-1/

here we will look at the attachments.

As we are aware, the file size limit for attachments in Notes is governed through System Settings à Email Tab.

The default value is 5120 KB

And maximum it can be set to 131,072 KB

If the attachment size increases, we’d get the below error message from the web application

And from the phone app

Now as we know that with Dynamics 365 for Phone and Tablet app for Andriod and iOS, we are limited to attaching images i.e. capturing it through camera or selecting an existing image from the gallery.

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/

For phone and tablets, we can make use of a specific mobile setting, which allows us to set the resolution of the images

Below are our findings on the file size for different resolution for the below devices.

Phone App (KB) Tablet App (KB)
Resolution Samsung S10 Plus iPhone 11 Pro Max Huawei Mate 20 Pro
iPad 6th generation (iOS 13)
Device Default 25 1656 583 619
640 * 480 25 24 17 28
1024 * 768 52 69 36 56
1600 * 1200 92 152 77 154
2048 * 1536 137 196 163 260
2592 * 1936 208 366 303 389

 

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 1

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For one of our requirements we have started exploring Dynamics 365 for Phones and Tablets, so just noting down a few of the key points identified during the exploration

  • Supported devices for the app

  • We can use the Web browser on Tablet for accessing Dynamics 365 Model-driven apps with the following specifications.

  • Using the Web browser on phones to access a model-driven app is not supported.
  • Apps on the Older version of iOS and Android other than recommended above are not supported.
  • Dynamics 365 for Blackberry App and Windows Phone App is deprecated and no longer supported.

Required privileges à

Dynamics 365 for mobile is the required security privilege to access Dynamics 365 for phones and tablets.

Following out of the box roles have this privilege assigned to it. (using Privileges Discovery plugin of XrmToolBox)

Let us now assign the salesperson security role to one of the test users and try accessing Dynamics 365 from the phone app (Android).

We’d presented with the below screen.

Let us go to Settings à My App and assign the Salesperson role to the Sales Hub app.

To access Dynamics from App, the additional privileges required are as follows

Security Roles à Customization Tab

And Read on

Business Management – Read access to User Settings

With all the appropriate privileges in place for the user, we can now login with that user’s account and can see the Sales Hub app (or the app configured) available to the user.

In case you do not see the app, try accessing through the web address.

This completes the initial setup; in the next part, we’d cover the rest of the findings.

Check other posts on Dynamics 365 for Phone and Tablet

Hope it helps..

You don’t have any apps in this view or We can’t find any app for your role error in Dynamics 365 for Phones and Tablets app

For one of our users, we were getting below error when he was trying to access Dynamics 365 through phone and tablet app.

To resolve it make sure that all the required privileges are assigned to the user’s security role.

https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#required-privileges

and also the role is added to the appropriate app.

Settings à My Apps

Select the security role and click on Save.

We can see the app appearing for the user.

Hope it helps..

Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app

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Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App.

Attachment to Notes à

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/

Using SetWordTemplate to combine multiple attachments as a single doc à

https://nishantrana.me/2020/04/01/calling-setwordtemplate-from-custom-ribbon-button-in-dynamics-365/

Using the above approach, we can get the doc file attached to the notes.

However, if we try to open the file, we would get the below error message.

To get working with attachments seamlessly from the Mobile / Tablet device, we can make use of out of the box SharePoint integration feature of the product.

https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online

It will allow the user to upload any files from the local file system.

Full access to the local file system

While trying to open the word document it will open the appropriate apps installed

Hope it helps..

Calling SetWordTemplate from custom ribbon button in Dynamics 365

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Let us continue our previous post and this time instead of calling SetWordTemplate action / request from a workflow, we will call it using a custom ribbon button.

If we try calling the action directly using Xrm.WebApi.online.execute
method from a custom ribbon button, we will get the below error “Resource not found for the segment ‘SetWordTempalte’

Source Code: –


function CallAction()
{

var parameters = {};

var selectedTemplate = {};
selectedTemplate["@odata.type"] = "Microsoft.Dynamics.CRM.documenttemplate";
selectedTemplate["documenttemplateid@odata.bind"] = "/documenttemplates(4853247F-AD72-EA11-A811-000D3A31EEC)";

var target = {};
target["@odata.type"] = "Microsoft.Dynamics.CRM.lead";
target["leadid@odata.bind"] = "/leads(2fa01d2d-7332-e611-80e5-5065f38b31c1)";

parameters.SelectedTemplate = selectedTemplate;
parameters.Target = target;
var setWordTemplateRequest = {
SelectedTemplate: parameters.SelectedTemplate,
Target: parameters.Target,

getMetadata: function() {
return {
boundParameter: null,
parameterTypes: {
"SelectedTemplate": {
"typeName": "mscrm.documenttemplate",
"structuralProperty": 5
},
"Target": {
"typeName": "mscrm.lead",
"structuralProperty": 5
}
},
operationType: 0,
operationName: "WinOpportunity"
};
}
};

Xrm.WebApi.online.execute(setWordTemplateRequest).then(
function success(result) {
if (result.ok) {

Xrm.Utility.alertDialog("Success");
}
},
function(error) {
Xrm.Utility.alertDialog(error.message);
}
);

}

As a workaround, we can define a custom action and add the Perform Action step with SetWordTemplate step to it.

Source Code: –


function CallSetWordTemplateAction(primaryControl) {

var formContext = primaryControl;
var leadid = formContext.data.entity.getId(); 

var target = {};
target.entityType = "lead";
target.id = leadid; 

var req = {};
req.entity = target;
req.getMetadata = function () {
return {
boundParameter: "entity",
parameterTypes: {
"entity": {
typeName: "mscrm.lead",
structuralProperty: 5
}
},
operationType: 0,
operationName: "pcfpre_CreateDocumentAction"
};
};

Xrm.WebApi.online.execute(req).then(
function (data) {
var e = data; 

},
function (error) { 

var errMsg = error.message;
}
);
}

Another option is to use the Process.js library

The Ribbon Button

Ribbon button definition

Dynamics 365 for Phone \ Tablet

 

Source Code: –


function createWordDocument(primaryControl) {

var formContext = primaryControl;

var leadid = formContext.data.entity.getId();

Process.callAction("SetWordTemplate",
[
{
key: "Target",
type: Process.Type.EntityReference,
value: new Process.EntityReference("lead", leadid)
},
{
key: "SelectedTemplate",
type: Process.Type.EntityReference,
value: new Process.EntityReference("documenttemplate", "{4853247F-AD72-EA11-A811-000D3A31EEC8}")
}
],

function()
{
alert('Document created');
},

function (error, trace)
{

alert(error);
}
);
}

It internally makes the Soap call to SetWordTemplate Request.

Although we are able to attach the doc to notes, from mobile if we try to open it we will get the below error message

Pic2

To get the document upload to work seamlessly either we need to use Windows 10 based tablets or we need to use out of the box SharePoint integration.

Hope it helps..

Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365

Recently in one of our projects, we had proposed Dynamics 365 for Phone / Tablet as the device for our sales user. The user will be capturing the image of the customer’s document and will be attaching it in notes, which will then later be moved to the document management system.

Here, one of the requirements was to merge / combine all the images that are attached to the notes for a particular record into a single document.

Here we can make use of Word Template to achieve the same.

Open the entity’s (e.g. lead) record for which we want to create the word template.

  • Click on Download Template to design the word template.

  • Select Note as the related entity.

  • In the word document, go to Developer Tab and click on XML Mapping Pane ribbon button.

  • Insert a table and select its row.

  • Select the appropriate XML part from the drop down and navigate to Lead_Annotation child node in the XML Mapping section.

  • And map it to the row selected as shown below.

  • This is how the table would appear

  • Next add the documentbody à Insert Content Control à Picture to one of its columns to display the images.

  • This is how it would appear
  • We can also add additional fields of notes if needed.

  • Save the template.
  • Go to Settings à Template and upload the template.

  • To test it, let us go open the lead record which has 3 different notes with image attached as shown below.

  • Now let us generate the document based on the template uploaded.

  • The document will show all the images attached to the notes.

  • We can increase the size of the picture and remove the border from the table to make it appear better.

From Mobile –

This slideshow requires JavaScript.

Get more detail on attachments here à

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/

Generate PDFà

https://nishantrana.me/2020/02/13/save-and-email-pdf-options-added-to-dynamics-365-sales-2020-release-wave-1-plan/

Hope it helps..

Attachments to Notes in Dynamics 365 for phone and tablet app

Check the other articles of this series

In one of our recent projects we were analysing the Dynamics 365 for phone and tablet app, for one of the requirements where the user will be uploading the documents through phone or tablet app as an attachment to notes.

Below were some of our findings à

  • For mobile app à

We are limited to attaching images on both iOS and Android. (Windows Phone are no longer supported)

  • For the tablet app à

For iOS and Android, it is the same case where we are limited to attaching images.

iPad à

Samsung Tab S4 à

For windows tablet, here Surface Go for e.g., user can still access files in the local storage.

Earlier users had the same experience for the Android tablets.

https://crmtipoftheday.com/259/upload-files-from-dropbox-or-google-drive-to-crm/

Also, iPad allowed attaching files from the web storage like iCloud, OneDrive etc.

https://crmtipoftheday.com/925/tip-925-mobile-attachments-revisited/

which has changed with in the newer version.

Hope it helps..