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Microsoft Dynamics CRM (Archived)

Default View of Associated Records in Mobile App

Posted on by 12,159

When using the Mobile App for Dynamics 365 how does one set the default view of Associated records in an entity? For example, if I want to look at the Opportunities associated with an Account, the default view is 'My Open Leads', instead of Associated Opportunities. The user needs to manually switch the view in order to see the Opportunities associated with the Parent Account.

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  • RE: Default View of Associated Records in Mobile App

    I am facing same issue. for mobile device, is there any way to make associated view as default??

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