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Are Orders via the CRM online Tablet app available?

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Posted on by Eturyu

155

Am i correct in assuming that a user cannot place an order via the CRM tablet app?

I seem to be able to create a record for the order, but not add any products to it.

I went online to look for some "how to" guide, couldn't find one, and have seen people talking about how the Tablet app cannot place orders and you should get the Resco application which integrates into any CRM 365 platform.

Is this correct? or am i looking at old/wrong info?

Can i have someone either confirm that order placing is not available in the tablet app, or point me in the right direction for a guide please?

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Community Member Microsoft Employee on at

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RE: Are Orders via the CRM online Tablet app available?

Hi,

Is your product entity enabled for mobile capability?
Eturyu 155 on at

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RE: Are Orders via the CRM online Tablet app available?

Hi, In browser mode on a PC/Laptop there is no issue. However, when i'm on an ipad or tablet there just doesn't appear to be the functionality to press the little + button to add an existing product.
sardar ahmed 520 on at

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RE: Are Orders via the CRM online Tablet app available?

Hi Eturyu,

Are the products associated with any price list?

Are you getting any error message or not able to view the products or products subgrid?

Thanks and Regards

Sardar Ahmed

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