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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / MS CRM App for iPad
Microsoft Dynamics CRM (Archived)

MS CRM App for iPad

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Posted on by KazEebo 200

I am unable to view a shared view on the iPad app unless I open CRM in a browser. How can i ensure a shared view to myself will update on my personal views list when using the MS App rather than clicking through to the browser version? Thanks

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  • Suggested answer
    Magor Kovacs Profile Picture
    Magor Kovacs 1,835 on at

    Hello KazEebo,

    Taken from the CRM Mobile customization KB Article: CRM for tablets does not provide the capability to switch between forms. If you have more than one main form for the entity, the one displayed will depend on the form order set and which security roles have been assigned to the form.

    Please see the article for more info and workarounds:

    technet.microsoft.com/.../dn531159.aspx

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    This is listed as one of the known issues for the Spring wave / SP1 (it has always been the case for the tablet app to my knowledge):

    www.microsoft.com/.../readme.htm

  • KazEebo Profile Picture
    KazEebo 200 on at

    Thanks for letting me know

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