Microsoft Dynamics CRM Mobile Express Tips

re: Microsoft Dynamics CRM Mobile Express Tips

SHarper — Fri, 17 Jul 2009 01:40:32 GMT

Hi - the app is great - anyway to create or change status of activities (appointments and phone calls)?

re: Microsoft Dynamics CRM Mobile Express Tips

Bryce — Fri, 17 Jul 2009 02:35:41 GMT

It would be nice to have the option to hide things from the home screen, yet still make them available through related entities. We have some custom entities that are related to accounts and such, so I only want them visible from there, not cluttering up the home screen.

Also viewing opportunity relationships would be a very nice addition, as thats what our field reps use to store the contacts on. Maybe I'm missing it, but I dont see a way to expose that.

re: Microsoft Dynamics CRM Mobile Express Tips

Ted — Fri, 17 Jul 2009 18:51:07 GMT

Do we still have the ability to set entities to be "read only", as we had with the 3.0 and beta for 4.0 Mobile Express? I suppose we could just remove the "edit" button?

re: Microsoft Dynamics CRM Mobile Express Tips

AndreasBeckerHDM — Tue, 21 Jul 2009 15:54:26 GMT

our topics:

- to set a entity to read-only

- to set a specific attribute to read-only

- creating directly a related entity (e.g. you see the list of tasks of an contact and in this page should be the NEW button for a task which is related to the contact. I think this is absolutly a MUST). This should work for all related entities.

Thanks and good work so far!!!

Andreas

re: Microsoft Dynamics CRM Mobile Express Tips

Keith — Tue, 21 Jul 2009 23:34:36 GMT

Can't create New Cases...errors on the 'account lookup'.

re: Microsoft Dynamics CRM Mobile Express Tips

rampal — Wed, 22 Jul 2009 20:55:20 GMT

@ Ted, Andreas

There is no ability to mark an entity as ReadOnly only for Mobile in the current release.

re: Microsoft Dynamics CRM Mobile Express Tips

rampal — Wed, 22 Jul 2009 21:05:48 GMT

@ AndreasBeckerHDM

Thank you for the feedback. Currently we allow creating related Notes for entities in Mobile Express.

re: Microsoft Dynamics CRM Mobile Express Tips

bbon — Thu, 23 Jul 2009 07:46:10 GMT

Has anyone tried to add the function to create a new Task from an active record, Contact lets say? I'm puzzled why this is not standard functionality but overall I'm thrilled Mobile Express is finally released for v4

re: Microsoft Dynamics CRM Mobile Express Tips

Don S — Sat, 19 Sep 2009 02:13:38 GMT

The only activity form that contains edit is the task. I see the source includes form id="editForm" method="post" on the task main form but not on the others.

Is there really no way to edit phone calls, appointments, service cases?