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Microsoft Dynamics CRM (Archived)

Unified Interface app - hide specific entities

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Hi

We are running Dynamics 365 V9 on premise. We are still using the classic UI.

Nwo we want to provide mobile access via IFD to our users. They should access CRM via the browser on their mobile devices.

We created a test app which only exposes 4 Entities via the app (Account, Contact, Opportunties and Appointment). All these 4 entities are rendered via the Unified interface.

Now the problem is we want to avoid that users can reach other Entities (i.e. MarketingList, Campagains) via the mobile device using the unified interface app. At the moment these entities can be reached because they are exposed via Subgrids on Account Form.  So is there a way to restrict access to some Entities only on the Unified Interface or for Mobile Access - but the same Entity should be still visible via the Classic User Interface. Ideally we don’t want to create separate Forms for Mobile Access / Unified Interface only.

Thanks for your help.

Alen

 

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