Notes on Dynamics 365 for Phones and Tablets app – Part 9 (Mobile Offline)


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Continuing our previous post, where we configured the entity for the offline, mobile offline profile, and also enabled the offline option for the app, in this post we’d see the behavior of the apps in the offline mode within the Dynamics 365 for Phones App.

On opening the app, the user for which the mobile offline profile is configured will be presented with the below option to download the data for offline.

Clicking on Download will start the download process.

Navigate to Settings à Offline Status (this status will only be added for the apps enabled for offline)

The Offline Status will show us the status of the download.

Once the download completes, we can see the Contact entity available and also the option of working offline enabled for it.

Enabling Work in offline mode, and navigating the dashboard displays the message as below

The phone app also shows the green connection symbol next to the contact entity.


Navigating to the Account entity (which is not configured for offline) shows the below message.


Navigating to Contact entity (configured for offline) displays the lists as expected.

Now let us open one of the records and update the value of a field in it.

Here we have updated the mobile phone number field.

Let us navigate to the Offline Status option and disable Work in Offline Mode.

We see the “The connection was successfully restored” message.

And also the record updated back in our Dynamics 365 Sales Hub App.

In this post, we saw the basic behavior of the phone app in the offline mode, in the next post, we will explore a few more features of the mobile app with regards to offline mode.

Hope it helps..

Fixed – “You don’t have any apps in this view” error in Dynamics 365 for Phones and Tablets


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For one of the users, who had all the appropriate privileges and security roles to access the Sales Hub app, we were getting the below error.

In iPad à

In Dynamics 365 for Phone for Android à

As part of troubleshooting, we assigned the System Administrator role to the user, tried uninstalling and reinstalling the app, tried in a new device with the same user, but we were getting the same error.

Here we were entering the email account to login to the application.

Later when we tried the “Sign in with a web
address
instead” it worked for us.

It started showing the Sales Hub for the user.

It could be some intermittent issue or something to do with cache, cannot say for sure, would suggest trying out the same, if the user has all the appropriate rights on the entity and the app and is still facing this issue.

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 7 (Custom Controls)


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Continuing the previous post on the Dynamics 365 mobile app, here we will cover the custom controls.

Custom controls were added to the product in version 9.0 and were part of the new Unified Interface, for us to use at that time. Now we all can create custom control using PowerApps Component Framework (earlier known as Custom Control Framework).

Check out the PCF Gallery for all the custom controls developed by the community.

https://pcf.gallery/

In this post let us look at out of the box custom controls available in the product and how it renders within the Dynamics 365 for Phone App.

Let us start with the custom control for the list.

For the opportunity entity, we have defined below custom control. The Editable Grid option is disabled for Phone.

The tablet app shows the Editable grid as default with the option of switching the view.

For the Phone App, it seems Kanban’s view has some issues. We can switch to all other views configured except the editable which is not available for the phone app.



Below is the table that lists the out of the box custom control, along with its properties and how they are rendered in the phone app, for quick reference.

Field Type Control Property
Whole Number
&
Money
Arc Knob

Radial Knob
Number Input
Linear Gauge
Linear Slider
Whole Number Star Rating (max 5)
URL Website Preview
Multimedia
Boolean Flip Switch
Single line of text Input mask
Auto complete
Multiline of text Pen
Option set Option set (max 3)

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 6 (Form customization)


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Continuing the previous post,

in this post, we’d see how we can configure the forms for mobile apps.

Here, for example, we have taken the Contact entity, which would have below main forms for the contact entity.

The same would be available for the user (with appropriate security roles) within the tablet app and phone app.

Now for Sections within in Form, we see the option “Available on phone”, let us keep it as unchecked.

The section would appear within the Tablet app.

The section will not be available for the Phone App users as the name of the option “Available on Phone” suggests.

“Available for phone” option is available for the Tabs as well.

This will hide the tab in the Phone App, but it will be available within the Tablet app.

Also, Microsoft document mentions that Duplicate Detection doesn’t work on phones and only works for tablets https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#other-differences-with- which doesn’t seem to be the case now.

The Duplicate dialog box works in case of both tablet and phone app. Below is the screen shot of the phone app.

Also, the documentation mentions that Activity Feeds are not available in Tablets but it seems that it now works for both tablet and phone apps.

With a Model-driven app, it seems most of the things are now consistent across the web, mobile and tablet app, with few exceptions, making it easy for both the admin and the end-users to configure and use.

Hope it helps..

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


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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..

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