MICROSOFT DYNAMICS 365 CONFIGURE AND MANAGE MOBILE DEVICES

Configure and Manage Mobile Devices

- App for Mobile Devices

- Configure entities for mobile.

Mobile Device Apps:

Apps available for phones and tablets:

App                                 First available
Dynamics 365 for phones             CRM Online 2015 Update 1
                                      CRM 2016 On-Premises

Dynamics 365 for phones              CRM Online Fall '13
express (previously called             CRM 2013 On-Premises
Dynamics 365 for phones)

Dynamics 365 for tablets      CRM Online Fall ' 13 and  CRM 2013 On-Premises


Configure Steps for Users:

-Check that the mobile hardware and software is supported #
- Install the app from the relevant store.
- Sign -in to the app using the URL for Dynamics 365 and Dynamics 365 username and password

Offline Working :

Recently viewed records are cached and can be viewed but not edited.

-New records can be created while offline as drafts.
-Drafts can edited before going online.
-Some restrictions: Can't edit existing records, can't link a draft record to another draft record(such as opportunity to account).

Security Privileges:

Configure Entities for Mobile:

-All custom entities can be enabled for all mobile apps.

- For Dynamics 365 for phones and Dynamics 365 for tablets entities can optionally be made read -only.

- Many system entities are enabled (and can be disabled)

-Some system entities are not enabled and cannot be enabled.

Hide Form Components for Dynamics 365 for Phone:

- Form compoenents such as tabs, sections, and fields can be hidden from Dynamics 365 for Phones.

- Does not apply to Dynamics 365 for Tablets.

Dashboards:

- More than one dashboard (system or user) can be enabled for Dynamics 365 for phones and     Dynamics 365 for tablets.