Managing Cell Phone Forms for CRM’s new Mobile App

Creating new forms within Microsoft Dynamics CRM is a tool commonly used by System Administrators to create the best combination of access and capabilities for the many different departments within their organization or company. For example, Product Support personnel don’t need to view and access the same fields within Accounts as do users on the sales or marketing teams.

Within Microsoft Dynamics CRM, the System Administrator can set up each Department with their own version of the Account form; customized to give them what they need to do their job.

But, Dynamics CRM access, and the forms they use, have taken on a new and important wrinkle with the rise of mobile devices and the new CRM mobile app.

Compatible tablets use the same forms as the desktop using browsers.  But, compatible cell phones have their own, mobile forms, and it’s important that the System Administrator plan for their use and deployment.

How to do it:

In this example we will see how to prepare for and set up a CRM Account Mobile form for use with cell phones.

Navigation – How to access and set up the Mobile form for the Account entity

• The planning comes first. CRM’s Mobile App is used mostly for access to Sales functions. As such, the CRM Administrator should first determine what the App users should be able to see and do. What information do they need? What do they need to update and work with “in the field?”
• Next, to access the Mobile form for Accounts, click on Microsoft Dynamics CRM and then on Settings
• Next, click on Customizations (figure 1)
• If the Default Solution is used, it is only necessary to click on Customize the System. (figure 2) If a different solution is used, it will be necessary to first click on the Solutions link.

• On the left side navigation pane, find the Accounts entity, expand it, and click on Forms (figure 3)
• Locate the form labeled “Information” and “Mobile.” (figure 3) Click on the link to open the form

• This Mobile form editor (figure 4) may be used to select and order the fields users will see on their compatible cell phones
  • Use the Left/Right arrows to choose the fields to be included or excluded. The “Selected Attributes” on the right side will be available to users of the Mobile App
  • Use the Move up/Down buttons to create the field order the users will see
  • Use the Read Only button to “lock down” fields which should not be edited by cell phone users
• Save, Publish, and Activate your form
• Finally, Test! Learn how to download and install CRM’s Mobile App from iTunes or Google Play. Once done, thoroughly test using the form to be sure your users will be able to use the App as you planned.

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