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Microsoft Dynamics CRM (Archived)

Implement post feed functionality in tablet app

Posted on by Microsoft Employee

I'm looking for advice or best practice, 'cause i feel i'm not the first who wants this.

As i know post entity not available for tablet app, but my users constantly use post feed in web (mostly in leads and opportunities), so i want to recreate it in tablet app. I see 2 ways to do so:

  1. Develop web resource and embed it in form to show in tablet app. Pros: i fully in control of web resource and can develop it as i want. Cons: waste of time for developing and supporting web resource.
  2. Use Annotation entity to duplicate post. In tablet app user can easily create new annotation records. So i want to copy new posts into annotations and back. Pros: it's easy and users will see no difference. Cons: don't want to duplicate data, can confuse users if they decide to check out or create new annotations in web.

Any recommendations?

We are using Dynamics CRM 2016 on-premise and planning to upgrade to 365 on-premise in next quarter. Maybe situation in 365 is different about post entity.

*This post is locked for comments

  • Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Implement post feed functionality in tablet app

    Sorry, thats true record wall aint gonna work :(

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Implement post feed functionality in tablet app

    Hi! Thanks for your answer. 

    I didn't know about record wall. It can be set to display only record related posts, but it can't be enabled for tablets. Option grayed out.

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Implement post feed functionality in tablet app

    Hello,

    the only option I know is to provide a web resource with a link to the built-in Record or PersonalWall.htm or whatever resource file.

    Option 2: I would not recommend as you duplicate a lot of data here, as you already mentioned before.

    Cheers,

    Andreas

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