CRM for Mobile forms

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Posted on by Community Member Microsoft Employee

Hi all,

We have an example form that has been built using ClickDimensions in our CRM, I'm trying to see if I can either use that, or replicate it somehow, using the CRM for Mobile app so that our staff can collect data remotely but, crucially, also whilst offline. Is there any way to do this? Do I need to re-create the form in some other method to be used offline in the app? Any advice appreciated!

Thanks,
Jonathan

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PranavShroti 4,510 on at

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RE: CRM for Mobile forms

I am afraid there is no direct way of doing this in Dynamics. You will have to recreate the form for mobile.

Regards,

Pranav
LeGray on at

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RE: CRM for Mobile forms

Hi, Jonathan972.

Have you had a resolution to this question? I'm interested in the answer too.

Cheers, LeGray