Hide Timeline on Mobile Client on Dynamics 365

Hi, 

As we all know that Timeline is a new control introduced from Version 9.x of Dynamics 365. It is a section on Web UI but on the Mobile it appears as a Tab.

Sometimes as per Business requirement we might have to show and hide the timeline. On the web, it is easy to do as it is a section and the same appears as a Tab on Mobile client and show/hide code written for the section doesn't work here. Technically, it is a tab on the mobile. Here is the code that works on the Mobile. We just need to get the timeline tab name to do this.

        var tabObj = formContext.ui.tabs.get("TIMELINEWALL_TAB_SYSTEM_GENERATED");

        tabObj.setVisible(false);

So we have to show/hide section for Web UI and tab for mobile client.

Hope this helps.

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Happy CRM'ing

Gopinath

Debug CRM for Mobiles/Tablets from a PC browser

Hi, 

Recently, I have started working on Dynamics 365 Mobile App. We have found that Scripts that works in browser on a PC is not working on the Mobile and giving error messages. This is really frustrating as we don't have debugging facility on the Mobile App..

After some search, I came to know that we can open CRM for Tablets user interaface in a Web Browser. Here is the URL for it.

Before using the URL, make sure that you login to CRM using required credentials and in another table enter the following.

https://orgname.crm.dynamics.com/nga/main.htm?org=orgname&server=https://orgname.crm.dynamics.com

Replace “orgname” with your CRM organization name. That's it when you hit the URL in browser, you will see the screen which is shown on mobile and once it is done with configuring use your browser's developer tools to debug.

Hope this helps.

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Happy CRM'ing

Gopinath

Dynamics CRM Mobile App OOB Limitations

Hi,

Today I have started working on the CRM for Phones and grabbed the limitations before starting the actual work.

Here are some limitations which need to considered while designing.

• Default values for out of the box fields do not get populated. Ex: Status, recommendation is to hide these fields on create form.

• Out of the box related records filtering does not work in the mobile client. Explicit JavaScript has to be written to support it. We have a workaround for this. 

• The default create form is the quick create form for the entity. So the quick create form needs to be disabled for the entity to display the complete create form according to the requirement.

• Lookups in mobile client always take the default lookup view for the entity even if a different view is configured for the lookup field from the form. So in case any filters are applied to the default lookup view this will apply to the lookup in the mobile client.

• Out of the box duplicate detection rules also do not work in the mobile clients.

• Quick view forms are not supported

• The create form experience is restricted to roughly occupy only one third of the screen size. So try avoiding having multiple fields on create form for better user experience.

• A tab always takes up its own space on the edit form even if there is nothing inside it. We might have a tab with 2 sections, each containing a sub grid on the web form. On the mobile form, it renders as a white box for the tab followed by the 2 grids. Refer the below screenshot to see how most of the space in the tab is unused in the mobile client when it contains mostly sub-grids.

Hope this helps.

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Happy CRM'ing

Gopinath