web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Disable or customise CRM Mobile App WorkSpace

(0) ShareShare
ReportReport
Posted on by

Is is possible to disable or customise the Workspace tab on the MoCa App?

Ideally we would like to remove this tab completely.  Alternatively we would like to be able to remove/customise all the buttons at the bottom of the screen (new activity, new record etc) as they dont follow our business processes.

Image_2D00_1.jpg

*This post is locked for comments

I have the same question (0)
  • HowlingWolf Profile Picture
    95 on at

    I have the same issue, is this something that can be changed in Settings-Customizations-Customize the system-Client Extensions?

  • Community Member Profile Picture
    on at

    Hi, 

    did You managed to solve this ?

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    I don't think it is possible to customize the app as this is the internal functioning of the app. In fact, I have recently found that to use the Mobile app you need to have read access to activities.

    Hope this helps.

  • Community Member Profile Picture
    on at

    Ravi, that is interesting. Do You know is there way to hide/disable showing workspace on mobile application startup for all users or users have to do that by them self?

    Is there some column in DB for this?

    Thanx!

    Mesud

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi Mesud,

    I am afraid it is not possible at the moment.

    Hope this helps.

  • Verified answer
    Community Member Profile Picture
    on at

    go to setting and under applications go to "my apps".  You can click on the ... and manage roles.  You should be able to hide the apps you dont want.3162.Capture.JPG

  • Community Member Profile Picture
    on at

    Hi, I am not talking about disabling app. Instead, disabling workspace that is opened automatically on startup of mobile application.

  • Community Member Profile Picture
    on at

    sorry, didnt rerease my post properly.  that was the other big issue we had.   We haven't figured out how to disable work space yet.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans