Category Archives: Dynamics 365 Mobiles and Tablets

How to Perform Basic CRUD Operations using Offline Web API in Mobile Clients

Introduction Microsoft has provided offline ability to use “Dynamics 365 for phones app” or “Field Service (Dynamics 365) App”. Mobile Offline allows users to work with the data in offline mode as well i.e. when they are not connected to the internet. So, in the offline mode, if we want to create or manage the… Read More »

7 Benefits for having a Mobile Strategy for your Field Service Reps using Dynamics 365 CRM

The use of mobile devices like Smartphones and Tablets is rapidly increasing amongst sales and businesses around the world. The rise in need of real time data when on field has become a must and to cater to these rising demands, Mobile CRM strategies are being adopted by Sales Teams. With Mobile CRM, salespeople can… Read More »

Capture Video in Dynamics 365 Mobile App Using Client API Method

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 »

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 »