Hub not appearing in the D365 Mobile App?

Have you recently created or added a Microsoft Dynamics 365 App or Hub that won’t display in a user’s D365 Mobile App? Frustrated? Well, today’s blog post is just for you!

The issue may very well have to do with the security role tied to the published App. The steps below describe how to check and change those security roles.

1. Check the security roles tied to a specific app by clicking Settings > My Apps.

mobile app

Note that if My Apps is not appearing under Settings, you may be able to access the App Management area directly by adding the following to your D365 website URL: /Webresources/msdyn_appmanagementcontrol

2. From here, click the ellipses () to view more options on any individual App:

mobile app

3. In the popup box, select MANAGE ROLES.

mobile app

4. Here you can select the specific security roles that will have access to the app. The System Administrator and System Customizer have access to all Apps by default. Add any security roles you need to so that your users can access the mobile App. Hit <Save>.

mobile app

And that’s it… problem solved! Be sure to subscribe to our blog for more tips.

Until next time, happy Mobile D365’ing!

Friday Flash Tip: Testing CRM Forms on Mobile Devices

For today's Friday flash tip, it's all about testing CRM forms! Say you want to test your CRM forms on a mobile device. You can! Let's take a look at how we accomplish this. For today's example, we will be focusing on testing for Dynamics CRM 2016.

It's easy to test what your forms will look like, even if you don't have a mobile phone or table to test on.

On the form customization page, click Preview, then Mobile Client. From here you can select if you want to view a preview for a Tablet or Phone.

Testing CRM Forms

Here's the Tablet View:

Testing CRM Forms

Here's the Phone View:

Testing CRM Forms

That's all for the blog today! CRM and mobile just go hand-in-hand. Check out the ways you can take your CRM mobile to learn more!

Happy CRM'ing!

Achieving Mobile and Customer Satisfaction with PowerPack Add-ons

So many people today use mobile devices in their daily routines, so why not communicate with your clients on their mobile device? SMS messaging is becoming an increasingly popular channel for business and marketing communication. With the PowerSMS PowerPack Add-on from PowerObjects, Dynamics CRM users can send one-off or automated SMS messages to their customers. In today's blog, we're going to show you a real-world scenario where we send a PowerSurveyPlus survey through PowerSMS when a case is closed.

The workflow is going to trigger when the case status changes so we’ll need three stages to create the process. Before creating the workflow, PowerSMS users must ensure that they have installed the free PowerBitly Tool.

The first stage checks if the status is resolved and then creates the Survey Activity record. After selecting the appropriate survey, we need to add a subject. It's important that None is selected in the Send Link field. If None is not selected, the customer will be sent the survey via email and SMS message.

Customer Satisfaction

In the second stage, we need to shorten the Survey URL with Bitly and create the SMS message. Start by selecting Add Step > PowerPack_workflow > po_PowerPack_Workflows.Bitly, and then select Set Properties. Next, select the Value field and in the Look For field, scroll to the bottom of the list to select the create survey step and then select Survey URL.

Customer Satisfaction

Customer Satisfaction

The next step is to create the SMS message and include the shortened URL. Complete the Create SMS Message record with your desired message and dynamic values, but make sure you add the Bitly URL to the SMS message.

Customer Satisfaction

Now we're ready for the third and final stage to change the SMS message status. We need to add a change status step to set the SMS Message record to Pending Sent. The SMS Message created in stage two is set to open, so we need to change the status so that the PowerSMS solution sends the message. To do this, our last step is to add a stop workflow step and activate the workflow. Here's what our workflow looks like once fully built:

Customer Satisfaction

Customer Satisfaction Customer Satisfaction Customer Satisfaction

Using the steps we outlined today, PowerSurveyPlus and PowerSMS users can automate sending surveys through SMS messages for any scenario! Need help creating your workflow? Our friendly billable support team can help consult or create on custom workflows. For the fastest processing and service, submit a case through our PowerCare Portal.

Don't have the PowerPacks we used today yet? No problem! You can download them ALL for a FREE 30-day trial.

Happy CRM'ing!

The CRM Minute: Top 5 Field Service Trends We're Seeing Now [VIDEO]

 

The Field Service Industry is experiencing some explosive growth and is steadily becoming a focus for many organizations. Field service management is about more than just having the right tools for the job no matter where you are. It’s about being able to connect with your most important asset, your customers. There are some unique field service trends happening today, and Microsoft Dynamics CRM and field service management solutions are helping to create a customer service story that spans multiple channels, maximizes employees’ efficiency, and exceeds customer expectations. Listen as Dan Cefaratti, our Field Service Practice Director, dives deeper into what those trends are and how they are impacting the Field Service industry today!

Additional Resources

Transcript

Hi. I'm Dan, and today we're going to talk about some of the top trends that are driving transformation in the field service industry. One of the top trends that we see is the desire to increase customer satisfaction. We all know how hard it is to get and retain customers in today's environment. By leveraging Dynamics CRM, the agent is able to quickly access all the information, all the assets that that customer has. If they can't solve it over the phone, find the appropriate technician that they can quickly dispatch that's going to have the right skillset and tools that are necessary or parts that are necessary in order to solve their issue, and not only that, the modes of communication. Read More

Tips for Executing a Successful Microsoft Dynamics CRM Mobile Deployment

When considering a Microsoft Dynamics CRM mobile deployment, it is important to plan out what you hope to achieve and be aware of what to expect with the mobile CRM experience. Keep in mind that mobile CRM is not intended to replace the web view of the application and mobile CRM best serves the user by presenting a subset of capabilities to the full system. Mobile CRM is a great tool for any mobile sales force or any business that requires significant customer contact. Here are some things to consider:

Mobile

There are numerous considerations to be aware of when deploying mobile for CRM. Just because CRM supports mobile doesn't mean it will be the right fit for your organization. Thoughtful planning, realistic expectation setting, and knowledgeable professionals are the key factors to success. If you are interested in learning more about CRM mobile, check out our Mobile Solutions!

Thanks for stopping by the blog today! And as always, happy CRM'ing!

PowerMap: Mobile CRM Mapping On the Go

Do users of your CRM system leave the office as part of their job? If so, you want them to be effective on the go and enable them to visualize data in the space around them. Maps are the tools that many of us use to navigate the world around us as they are a natural way to find where people and places are.

PowerMap is one of our more popular PowerPack Add-ons that many organizations choose as the mapping solution for their Dynamics CRM systems. If you've been wanting to take this mapping solution on the road, there's no better time than today!

Microsoft Dynamics CRM 2016 finalized the capability to display web resources in the updated CRM mobile app. Web resources can be added to both dashboards and forms, and PowerObjects has optimized the PowerMap solution to work even better with the CRM mobile app.

Let's take a look at two use cases:

1. In the event of a no-show or early resolution, a field service technician can now locate other customers in the area and use that opportunity to drop-in for an early inspection.

2. When visiting a new opportunity, a sales professional can check to see if there are other nearby accounts they have not touched base with in a while and even get helpful directions to one or more records displayed on the map.

PowerMap, when utilized on mobile devices like Microsoft Surface or Apple iPad, can enable your team do more while on the go.

What can PowerMap do?

You can configure your CRM system by placing a regional map on a dashboard pre-configured with the most relevant data available for fast consumption. You can also place a map directly on a specific CRM record like Account or Contact for a more record-centered map view.

Here is what this experience can look like on your mobile devices.

PowerMap

Above you can see PowerMap used on a dashboard displayed on both desktop and mobile home screens. These are identical experiences, driving user adoption via consistency of the CRM experience regardless of the access medium.

The PowerMap experience works well on any mobile device platform including Google, Apple, or Microsoft, all of which the Microsoft Dynamics CRM mobile app supports today.

PowerMap

Directions are a helpful feature to use on the go, allowing users to navigate between two or more map pins or type in the address of a desired location.

PowerMap

When PowerMap is used within a record, the web resource can easily be configured to display the map centered on the record's address. This allows users to quickly view other records surrounding the location as well as get directions within context to that record's location.

Here is what a child record (Contact) looks like within an Account record on mobile:

PowerMap

For CRM 2016 users, after adding the PowerMap web resource to the dashboard or form, open and enable it for Mobile as shown below:

PowerMap

Then, when adding or editing a web resource on a form or a dashboard, simply open Properties and chose again to enable it for mobile use as shown:

data:text/mce-internal,content,%3Cimg%20src%3D%22http%3A//powerobjects.com/blog/wp-content/uploads/sites/4/2016/01/012816_1702_MobileCRMMa6.png%22%20alt%3D%22%22%20/%3E

Want to learn more about Mobile and CRM? Check out our webinar on Why Go Mobile with Dynamics CRM 2016 on February 23. Find out how businesses can save time and money when enabling their teams do to more while on the go!

Happy CRM'ing!

Upcoming Webinar Series: Exploring Portals and Mobile Options for CRM

Are you interested in uncovering new ways to get even more out of your CRM system? There are two important strategies that you may want to consider: exploring ways you can take your CRM mobile, and implementing a CRM portal.

Join us for a 4-part webinar series designed to explore these two top-of-mind topics in the coming months:

Each session will include a Q & A period at the end, so this is an excellent opportunity to ask those burning questions!

Happy CRM'ing!

New Year, New Mobile Experience: Mobile Controls in Dynamics CRM 2016

Working on the go presents a unique set of benefits and challenges. Microsoft Dynamics CRM 2016 includes some great new features designed to optimize and address some of the user adoption issues previously found on mobile. These features increase the user experience for Microsoft Dynamics CRM apps for both tablet and phone users. In today's blog, we'll be going over the mobile controls in CRM 2016. Let's get started!

Mobile Controls
Having less time and precision while working on the go is a known challenge. In Dynamics CRM 2016, Microsoft introduced over a dozen new Mobile Controls that can replace any standard data entry field on forms for phone and tablet clients. These mobile-only controls are improved versions designed for hands-on tasks like entering data and provide a more appealing and faster way to consume data while on-the-go. Let's take a look at how each of these controls can be used.

Controls for Working with Numbers

Number Input: This control shows up when a user enters the field change mode. Tapping on + and - allows the user to enter numeric data faster, while tapping on the number itself allows the user to enter data using their mobile keyboard, making this one of the 'no loss' options for mobile data entry.

mobile controls

When this control is not in edit mode, it appears as a normal field:

mobile controls

Radial Knob: This is an excellent control for showing numeric values with a circle presentation. Data entry is completed by turning the knob to dial in a value, providing a fun way to view margins or percentages of completion. The range is fully configurable to suit your needs.

mobile controls

Arc Knob: The arc knob is another great way to track progress visually. Again, the range is fully configurable to suit your needs.

mobile controls

Linear Gauge: Drag values across a preset range or tap ahead to jump to a preconfigured step. Users can also enter data using their mobile keyboard when using this control.

mobile controls

Linear Slider: Used for numeric entry just like the Linear Gauge, except that the numeric entry from a mobile keyboard is not possible here.

mobile controls

Bullet Graph: One of the richest interfaces for working with numbers. This tool helps users quickly discern how the entered number lines up within a marked range and target number objectives.
The control appears normal with no data or during an edit:

mobile controls

After data entry, it's a whole different visual experience:

mobile controls

This control has settings for minimums and maximums for the overall range. A setting for "good" or "bad" values adds shading and values for a target value, all of which can be calculated fields based on others on the form, creating a very dynamic experience. For example, below is a Quoted Order Price of $70,000, which is well under the $80,000 target value set by the Budget field. As you can see, we are beyond the "good" shading earlier in the graph and nowhere near the "bad" shading at the end of the graph.

Mobile

Star Rating: Used to replace the entry of a whole number on a scale of 0 to 5. Simple yet effective way to view a rating.

Mobile

If your data is not 0 to 5, try creating a calculated field resulting in a value in the 0 to 5 range, then chose to only show this new field on your mobile client. The best part is that the read-only mode of this control stays just as colorful!

Mobile

Controls for Better Data Entry

Option Set: Used for visual representations of relatively short option sets. Clearly view selected and other options without entering the field's edit mode. To change, simply tap on the new value.

mobile controls

Titles of options that are too long to fit will be obscured with ellipses.

Flip Switch: Displays as a traditional two-option field.

mobile controls

mobile controls

Input Mask: Helps users fit data into a predetermined input format by specifying it ahead of time. It appears as normal control:

mobile controls

When in edit mode, the Input Mask is revealed:

mobile controls

This is useful for phone numbers and other region-specific data entry.

Auto-complete: Want to help your users select common responses or select from a list of known options? This control improves a text field entry by presenting options as the user type. Values can be taken from a view of existing records or values from an option-set field not necessarily on the form. The control appears normal until in edit mode.

mobile controls

Once the user enters edit mode and begins to type on their mobile keyboard, the results from the provided source are displayed, improving the speed of entry while keeping the quality of data high.

mobile controls

Alternatively, this control's drop-down menu can be selected to view the options if the user wants to see what options are available. Month of the year is a great scenario for this control field as the true drop down is too long.

Signature/Pen-input: This enter-once control allows remote users to collect signatures on their mobile devices.

mobile controls

The user has the option of clearing and starting over, but once the submit checkbox is selected, the value is set as read-only. There is no web version of this control, so be sure to hide it on the web version of the form.

Controls for Improved Presentation

Calendar: Users typically don't view their phone calls or appointments in a list, they virtually see them on a calendar.
Calendar controls can be used to replace a traditional list of records that represent time-centric activity into a more meaningful and user friendly calendar view control. This control can be used on dashboard, entity list view, or as a sub-grid within another form.

One place where this calendar control is enabled by default is in the Activities area, which is launched from the main menu in both tablet and phone apps. Here is what it looks like:

mobile controls

mobile controls

Website Preview: See a glimpse of a web URL text field. Small preview is enabled only after entry or existing value is present.

mobile controls

Multimedia: Perfect for audio or video materials linked using URL fields and is a great choice for a visually powerful sales process or just saving a few taps and loading screens just to show linked media.

mobile controls

Next Steps 

Want to learn more about CRM mobility? How about a glimpse into a day-in-the-life-of scenario highlighting these and many more new exclusive Dynamics CRM Mobile 2016 features? Check out our recorded webinar from our Mobile Solutions Practice, Why Go Mobile with CRM 2016.

Happy Mobile CRM'ing!

Red, Orange, Purple . . . Oh My! Color Themes in Dynamics CRM 2016

Working on the go presents a unique set of benefits and challenges. Microsoft Dynamics CRM 2016 includes some great new features designed to optimize and address some of the user adoption issues previously found on mobile. These features increase the user experience for Microsoft Dynamics CRM apps for both tablet and phone users. As we mentioned in a previous blog post, Microsoft Dynamics CRM 2015 Online Update 1 introduced a brand new feature, CRM Themes. With Themes, organizations have the ability to uniquely brand their CRM system using colors, imagery, and more. Today we are happy to report that in Microsoft Dynamics CRM 2016, the theme colors now carry over into the Mobile clients, too, which increases user familiarity and adds your brand look and feel to your mobile CRM experience!

There are three new ways that you can use color in CRM Mobile apps:

1. The navigation bar color is now carried over to the CRM for phones app.

2. Custom mobile controls adopt the process flow control color on mobile forms.

3. All specified or custom entity colors carry over to mobile navigation.

Below are a several "colorful" examples of some themes and entity colors applied to a mobile experience:

Color

Color

Color

Color

Color

Next Steps

Want to learn more about CRM mobility? How about a glimpse into a day-in-the-life-of scenario highlighting these and many more new exclusive Dynamics CRM Mobile 2016 features? Check out our recorded webinar from our Mobile Solutions Practice, Why Go Mobile with CRM 2016.

Happy Mobile CRM'ing!

What is a Mobile-responsive CRM Portal and How Does It Drive Business?

Thinking about a CRM portal or wondering how you can update your current portal to be mobile-responsive? In today's blog, we'll define what a CRM portal is, why making it mobile-responsive is important, and see examples of how mobile-responsive CRM portals are deployed in the real world. But first, let's go over a couple of definitions and answers to some common questions regarding portals.

Mobile

What is a CRM portal?

A CRM portal is a central hub for providing access to information that is stored in your organization's CRM, without actually giving the user access to CRM. It can provide customers, vendors, and partners an easy-to-use web interface that syncs directly with the information in your CRM, in real time.

What does "mobile-responsive" mean?

Mobile-responsive means that anybody accessing the portal on a mobile device such as a tablet or a smartphone, has an experience that is designed to fit that particular device. So, a mobile-responsive portal is one that no matter the device, scales to an appropriate size for the device. It also means you only have to build one portal, as opposed to building a special version just for mobile as might have been done in the past.

Aren't CRM portals automatically mobile-responsive?

Not all portals were built to be mobile-responsive. Be sure to pick a platform or let your developer team know that is your intent. A good software vendor would advise you on their suite of tools and their mobile-ready options. For example, PowerObjects recommends all new investments in portals to be mobile-responsive.

Why is mobile-responsive so important for my CRM portal?

When users of your portal interact with your brand online, they are likely doing it via mobile device over half of the time. It's important to show that your organization cares about user productivity on any device anywhere. That's why you create a portal in the first place--to help people do more with your organization anytime, anywhere.

Picture your customer. Let's say that estimated 50% of them use a smartphone or tablet. Do those customers, partners, external sellers or stakeholders ever come up to look for your brand or product online?

Chances are they might be using popular search engine Google, which has already down-ranked sites that are not mobile-responsive. Microsoft's Bing isn't far behind—it started highlighting mobile websites that are mobile friendly earlier this year.

What do search engines and their visitors have to do with my CRM portal?

First, CRM portals have pages that are public, such as a login or registration page. If you have a knowledge base or community forum, those could be public too. Each one of those acts as an index-able page for search engines, that's why it's important even those are immediately mobile ready.

Even if your CRM portal is more private, you can make some of the top level core elements visible in the menu, such as My Account, My Incidents or Orders. This allows users to see that those pages exist, but require a login to access. A user and a search engine computer will both welcome seeing these links.

Second, many users search on their phones via personal digital assistants like Siri, Cortana or Google Now. Those assistants, while smart and very cool, also rely on basic web search engines to fetch data. You want to be part of the returned searches, and only the top (as we learned mobile ready) responses get called out.

What are the downsides if my CRM portal is not mobile-responsive?

1. Your competitor might show up first! The best mobile-responsive result wins.

2. Other online forums and other websites that might have competitor info, or an external community discussing or reviewing your brand product or service.

3. You are no longer the top and first impression your mobile users or prospects have.

Since most service seekers do their own search online [Google Trends, 2013] before connecting with our brands, we might be losing opportunities that never come back around to our brand entirely. They may get distracted by other brands or simply diverted into other online communities and affected what they see there.

Benefits of controlling your own mobile-responsive CRM portal experience:  

1. Control your brand experience for today's demanding educated customer.

2. Demonstrate that your company is ready to serve via any device ahead of purchase relationship.

3. Reap the rewards of accelerating business that portals gains to business in first place.

Three examples of CRM portals done right!

Let's take a look at a few example business scenarios when using CRM Portals benefits from mobile-responsive capability.

Customer Point of View: Finding a Knowledge Base

Evolution: Let's say a customer's preference self-service—they want to find answers themselves before asking for help via chat or voice channels. The easier customers can find answers, the greater their satisfaction.

Bottom line: Deflection from a costlier service channel or losing a customer by not catering to an evolving consumer customer care preferences.

Business User Point of View: Searching for a New Vendor

Evolution: Today's business decision makers research independently and invite you into a process in much later stages than before. If a business user can find your vendor portal in a search for your brand, they will be relieved to see that doing business with your organization will be easy, even on the go. Vendors that are easier to work with get more channel mindshare from distributors' sales teams.

Bottom line: Reduced effort and easy of doing business has tangible returns on investment.

Customer: Move Along in a Process

Evolution: Equipping a process like application or claim filing with portal is an excellent first step. Notifying customer via email or SMS is a great second step. Providing a method to review and move the process along for those customers right from their mobile device via CRM portal is the most natural as users already has the device in hand.

Bottom line: Increase the speed your customer can get back to you on their device of the moment, without resorting to getting back to my PC to do it later. Think of the number of applications or processes that can be moved along quicker each week.

Two Follow-up Next Steps

Find out more about how a CRM Portal from PowerObjects can benefit your business—check out our recorded Webinar "What can CRM Portal do for my business?" In it you will see examples of mobile-responsive CRM portals we offer in action.

You can learn more about your options on our CRM Portals page, including plug-n-play platforms, custom developed portals and add-ons such as PowerWebForm and PowerSurveyPlus. All of our technology options are Mobile-responsive enabled to serve needs of your demanding and evolving user base today. We encourage you to request a personalized demo of any of our offerings.

Happy CRM'ing!

Fix for Filtered Related Lookup Not Working in CRM Mobile Apps

Have you had a chance to check out the new CRM for phones or tablets app yet? If not, check out the CRM 2015 Mobile Apps blog post to get caught up. One of the recurring issues we see come up in projects is when related record filtering is not working in the Mobile client as it did in Web client. You can address this issue by using JavaScript, and in today's blog we will show you exactly how! Let's begin!

The objective here is to have one entity lookup drive the filtering of another entity lookup. Fairly common use cases are Account and Contact pairing scenarios. These entities already have a pre-existing parent-child relationship in place, which is required for this configuration. If you place both Account and Contact lookups on the form you want the Contacts to be pre-filtered by their parent Account once the Account is selected. This speeds up the selection of correct Contact record for the selected Account.

As you will see in the screenshots below, selecting lookup records in the mobile app is a very different experience than in the web client. Not having records filtered when needed creates a challenging user experience for your users on the go. That's not a good thing, so let's fix it!

The Old Way: Form Configuration Method

We have been using the traditional approach to bring this functionality to users for quite some time over many versions of Dynamic CRM. Nothing wrong with that, however, as this is the recommended approach to enable Related Record Filtering as provided by the form configuration available to everyone today.

When editing the form, select a lookup field property and locate this section:


Related Record Filtering is shown in form field properties. Please note here that "Custom Records" is the name of our Entity on which we have the Account and Contact fields placed for our example. Yours might be Cases or something else specific to your system.

Here is an example of what the configuration looks like in the Web version of CRM:


Related Records Filtering works great here, as expected. The Look Up More Records function has even more features for the web version that can help us filter and find the correct record.

The image below shows what this configuration looks like on the CRM for Tablets app.


On mobile, it is quite a different experience. It displays all contacts instead of just two for A. Datum Corporation. There is no Look Up More Records or any other helpful tools here. You will also notice that the contact records shown are not filtered by A. Datum Corporation. In fact, in this experience, it's difficult to find the correct contact on this screen. This experience is similar on the new CRM for Phones app.

Is there a no code option?

One of the ways to address this is to include the company as one of the first three fields in the Lookup view of the contact entity so that the company name is shown in the list. This will help visually. Adding company to the find columns in that view will let the user search by typing in the name of the company.

While this method may be clever, it isn't an intuitive user experience. For example, if you have two companies named ACME HOME FURNISHING DELIVERY LLC and AMCE HOME FURNISHING MANUFACTUING INC, errors can occur when the name is trimmed off or looks too close to the correct company. This method is not perfect, but depending on your configuration, it might be the only reasonable option without resorting to adding some form code.

Adding code to fix the problem.

Different from HTML web resources that are not available on Microsoft CRM mobile apps universally, this does not apply to JavaScript web resource files that are referenced on the form using the Form Properties Script Library feature. This does work on both tablet and new phone apps.

Step 1: Setup the web resource for the code.

1. You will need to know the field names of the Account and Contact lookup fields on your form.

2. Create a new web resource of type Script.

3. Here is the code to use for this new web resource:

Note: Be sure to replace new_accountcontrol and new_contactcontrol with your actual field names used on your Form for your specific Entity.

// JavaScript source code

function addEventHandler() {


// Register our own event for PreSearch event on the Contact lookup field

Xrm.Page.getControl("pomsp_contactid").addPreSearch(addAccountFilter);

}

function addAccountFilter() {


var selectedAccount = Xrm.Page.getAttribute("new_accountcontrol").getValue();


if (selectedAccount != null)

{


// Format Filter XML


var filter = "<filter type='and'>" +


"<condition attribute='accountid' operator='eq' value='" + selectedAccount[0].id + "'/>" +


"</filter>";


// Add Filter to Contact lookup control

Xrm.Page.getControl("new_contactcontrol").addCustomFilter(filter, "contact");

}

}

4. Remember the name of the web resource for the next step where we will reference this code on the form.

Step 2: Setup the form events to trigger the code.

1. Open the Form configuration for the Form that will be displayed on Mobile clients (usually default entity Form, unless you have more complex role-based design).

2. Open the Form Properties window.

3. Select the web resource we created in Step 1, located in the first tab under Form Libraries.

4. In the Event Handlers section, select Form control and add a new event to the OnLoad to trigger the addEventHandler function in your script. Here is what the completed Form Properties should look like in this step:


Note: Your Form Library name should be the one you created earlier.

5. Don't forget to also trigger the same addEventHandler function on the OnChange event of your Account field Control lookup. This is in case the user changes their mind and selects a different Account; our Contact filter would then not be stuck on the previous filter incorrectly. Here is what the completed Form Properties should look like in this step:


Note: Your Control name and Library should reflect your system.

6. Save and Publish these changes as you normally would.

7. Open the CRM Mobile Application on your device and be sure to allow it to download the new configuration changes when prompted to do so. If you are not prompted, you will not see any difference, so close the app or restart the device and try again.

Although we have not addressed all scenarios, your system and design requirements might call for different behaviors. Be sure to discuss with your business process owner to test and validate all scenarios.

The End Result in Tablet and Phone Mobile Apps

Now, both the web and mobile app experience will behave as expected - filtering contacts by their parent accounts. Here is a screenshot of the tablet application in action:


And here is an example of a correctly working lookup filtering on the CRM for Phones app:


With Microsoft Dynamics CRM 2015 Online v7.1 and newer, the configuration for mobile is shared between tablet and phone clients but does allow for exceptions at the form level for sections or fields to be set to "not visible" on the phone client selectively. If you do not see what you expect on the phone display, make sure that you are seeing the same form section as the tablet.

NOTE: There is not a work around for the Dynamics CRM for Phones Express app as the Express mobile forms do not offer JavaScript capability for this filtering to work.

Sometimes just a bit of code can go a long way, and today we made our system much easier to use on the go. We are very excited for the new opportunities that the new phone and tablet client cab bring to CRM customers. Stay tuned to the PowerObjects Blog for other helpful tips for your Mobile CRM journey. If you are not sure if you should invest time into the out-of-the-box or custom mobile solutions, check out the FREE Mobile Fit Gap Analysis. This process can help identify any issues or gaps in the product early on. Fill out the request form on our Mobile Solutions page to get started today!

Happy CRM'ing!

Microsoft Dynamics CRM 2015 Mobile Applications – A Tale of 2 Phone Apps

It's July 2015, and the number of mobile apps with "Dynamics CRM" in your mobile app store is growing—and they're all from Microsoft! You'll see they even have different logos. What's that all about? Let's clarify what is going on and compare that info with current CRM versions that you might have out there today.

CRM VersionCRM for Phone Express CRM for Tablets CRM for Phones *NEW*
v5.x CRM 2011 YesNoNo
v6.x CRM 2013 On-PremiseYesYesNo
v7.0 CRM 2015 On-PremiseYesYesNo
v7.0 CRM 2015 OnlineYesYesNo
v7.1 CRM 2015 Online Spring Update 1Yes, but should move offYesYes
v.Next CRM 2015 On-Premise (Predicted)Yes, but should move offYesLikely Yes*

 

What's the difference in the two Dynamics CRM phone apps?

When you download the new phone client for Microsoft Dynamics CRM, you might not be sure which of the two apps you have is the new one.


While the text is too trimmed down to tell enough the difference, you can tell which app is which by the logo that's displayed.

Phone Express app logo*New* CRM for Phones app logo (same as tablet)

 

What is new in CRM for Phone Express?

The CRM for Phone Express app is the same app that we've had since CRM 2011. It also closely mirrors the Mobile Web Express experience. What is new for 2015 version is support for Cortana voice commands, which is an exclusive feature for Windows phones. These commands allow you to use voice command on your Windows phone to open the app, find records or jump straight to creating a new record. Very useful!

Cortana voice commands will continue to work on Windows 10 Mobile when it launches later this year. And it's also a supported feature for the new CRM for Phones app! There have not been any announcements if this is coming to other platforms outside of Windows at this time, but we sure hope so.

What does the new CRM for Phones app do?

Imagine the features of the CRM for Tablet app adapted to the smartphone small screen size—one tab at a time. Users simply swipe left and right along the Dashboards and Forms to see all of the same content. There are a number of items that are different in this app from the tablet app, however—namely the Views are limited to just a few columns and some of the preview features are not yet available.

Check out this video from Microsoft showing off a few the features of the new CRM for Phones app.

Here are a few screenshots and features side by side comparing the two Phone apps:

Phone Express app*New* CRM for Phones app
For Phone Express, the home experience is the Navigation menu. Express does not support pinning to Home or Dashboards.
This is the Default home screen when opening the new CRM for Phones app. Just like on the Tablet, users can now pin items to the Home Screen.

Swiping from Pinned items on the Home screen reveals the default mobile dashboard just like the Tablet app today.
left
This is the only home page we have on Phone Express app. Dashboards are not available in this version.
right
Tap the menu icons and Navigation slides in. Here Dashboards are new for Phones, allowing users to select from any Mobile-enabled Dashboards available to them. Offline Drafts, if any, would also appear in this Navigation at the top, just like they do in the Tablet app.

Notice that views are limited to 2 columns, forcing you to make hard choices in your design including the order of columns.

4 columns are now visible and Primary Name field will always take the largest font and be first. Remove one column if entity uses an Image.

The Form loads in a very simple read-only view showing only the fields that contain data. Related records are a swipe away. To edit data, user must eplicitly tap Edit icon to do so.
072315_1302_MicrosoftDy10.png
This is the deafault landing screen for a record. It now displays the Header fields, Related Records, Owner and Process bar, all in the first Tab. Users can edit the values in the Header fields right from here. Navigating from this record triggers saving, just like the Tablet app.

The Express form when editing a record would show any fields that are blank. Users must explicitly save to persist their changes or choose to cancel their action.

As you can see from the legend at the bottom of the form, we swiped one tab over to see the first tab on the form. Note the process bar stays on top the entire time. Any blank fields remain visible and everything is editable that is enabled to be.When users tap on the Process bar, as shown below, it will expand full screen to enable interaction. In the Tablet app, this is always expanded as one of the tabs on the form.

Individual phone numbers would be visible and users choose which to call.

The button to make a phone call is now easier to locate on Accounts and Contact records. For now, the email icons sends users outside of the CRM app and is not tracked with Set Regarding. We know a way to work around this limitation.

 

There are many more features of the new CRM for Phones app. We encourage you to explore as CRM Online Trials are generally available and are an easy way to experience the app for yourself.

Can't upgrade to use the CRM for Phones app yet?

If you are not yet upgraded to CRM 2015 Online Update 1 (7.1) or if you are a CRM 2015 On-Premise (7.0) customer, test and validate that your CRM is configured correctly for the CRM for Tablets app that is available to you today. This should prepare you to be ready for the new CRM for Phone app client.

Where do I get all these apps?

Dynamics CRM for Phone Express

Dynamics CRM for Tablets

*New* Dynamics CRM for Phones

If you're looking for help implementing a mobile app in your organization, PowerObjects can help with design and optimization of your Dynamics CRM system for today and tomorrow. Or, if you would like help identifying which and if Microsoft CRM mobile apps are the right fit for your organizations mobile needs, we welcome you to our no commitment Mobile Fit Gap Analysis. Fill out the request form on our Mobile Solutions page to get started today.

Happy CRM'ing!