While doing day-to-day work in Dynamics 365 on mobile or tablet platforms, we navigate from one form to another form and from one tab to another on the same form to check the record details. In order to show visualization on the form and an easier way to find the details of the record, we… Read More: Lock tabs at the top of forms within Dynamics 365… »
Introduction Microsoft has introduced many client APIs for user-friendliness and user attraction. ‘captureVideo’ is a client API for Dynamics 365 Mobile App in which we can capture a video using mobile device camera and store the captured video. This API is available for Mobile App. Note: This API invokes the device camera to record video.… Read More: Capture Video in Dynamics 365 Mobile App Using Client API… »
Introduction: There are times when one encounters some kind of errors while accessing Dynamics 365 CRM through mobile. In this blog, we will focus on one such error. Recently while I was logging in to Dynamics 365 Mobile App as a Salesperson, I got the below error: From the error it was quite obvious that… Read More: How to Resolve ‘Tablet privileges required’ error while accessing Dynamics… »
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: Execute action using Xrm.WebApi.online.execute in Dynamics 365 CRM V9.0 »
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: Create Records in Dynamics 365 with Canvas PowerApp »
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: Working with CRM View Query on Dynamics 365 App for… »
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: Feature Enhancements to Notes in Dynamics 365 for Phones and… »
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: How to show signature accepted using Pen Control in Reports… »
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: Accept Signatures on Mobiles and Tablets using Microsoft 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: New Controls for Entities on Phone and Tablets in Dynamics… »