Category Archives: Dynamics 365 Mobiles and Tablets

Execute action using Xrm.WebApi.online.execute in Dynamics 365 CRM V9.0

Introduction: In this blog, we are going to explore the use of Xrm.WebApi.online.execute to execute an action in Dynamics CRM version 9.0 and then process its response which will be consistent across Web client, UCI, Mobile and Tablets. For sample purpose we would execute an Out-of-Box action named “InstantiateTemplate”. Solution: First of all, we would… Read More »

Create Records in Dynamics 365 with Canvas PowerApp

Introduction: Now, it is possible to build the business apps without having coding experience. Microsoft provide service named PowerApps using which users can build the apps as per the requirement and can run on the Browser, phone and tablets. With the help of Microsoft PowerApps, we can build the apps that run on browser, tablets… Read More »

Working with CRM View Query on Dynamics 365 App for Tablets

Sometimes we come across a scenario where we need to display sub grid depending upon some run time scenario or display details that are not possible to achieve using OOB condition like display Activities where regarding is contacts which are related to account on account form. This is not possible through options available with OOB… Read More »

Feature Enhancements to Notes in Dynamics 365 for Phones and Tablets

Introduction: Microsoft Dynamics 365 comes with many functionality enhancements that offer a seamless and integrated user experience on the web and mobile client to empower on the go users. Some of the feature enhancements use the on device hardware to offer a refined experience to the user. One such feature enhancement is in the Notes… Read More »

How to show signature accepted using Pen Control in Reports & HTML web resources – Dynamics CRM/365

Introduction In our earlier blog, we explained about how we can use newly introduced Pen control in Dynamics 365. This is an impressive feature, which helps to capture the signature on mobile and tablet devices. While working with Pen control, we came up with couple of questions, Display the drawing/signature on the report For example,… Read More »

Accept Signatures on Mobiles and Tablets using Microsoft Dynamics CRM 2016/365

With the world moving towards Mobile and tablets and using touch enabled controls and accepting signatures on the apps directly becoming the norm, it was time for Microsoft to start support for such controls for their tablet and phone apps. With Dynamics CRM 2016 / 365 many new controls were introduced to create a more… Read More »

New Controls for Entities on Phone and Tablets in Dynamics CRM

In Dynamics CRM 2016 update 1, we have many new features introduced. One of them is adding new controls for entities on Phones and Tablets. We have following controls available for Entities. Microsoft Dynamics CRM List/Grid (default) Calendar Control Timeline Control We can set different or same controls for Tablet and Phone. To set these… Read More »

Display Rules to show/hide ribbon buttons in Dynamics CRM for Mobiles and Tablets

Introduction Microsoft added a support for CRM on Mobile and Tablet devices since CRM online fall 2013. In every next release, Microsoft has been adding new enhancements in this area. You can access your CRM through CRM app or access it on tablet browsers. But have you ever noticed that the button that were added… Read More »

Company News Timeline for Phones and Tablets in Dynamics CRM 2016 Update 1

In Dynamics CRM Online 2016 Update 1, a new feature of Company News Timeline is introduced for Phones and Tablets. You can now view news related to an Account, Lead, Contact, or Opportunity in the CRM app on your mobile device from Bing news by installing Company News Timeline solution. This solution is available globally… Read More »