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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to customize D365 ...
Microsoft Dynamics CRM (Archived)

How to customize D365 mobile form

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Posted on by ravibachanagiri 185

Hi Everyone,

I was working on customization of mobile form on Dynamics 365 form, Noticed that the default form in entity is displayed in mobile app, But need more information on how to customize the Relationships tab on main form in entity which we can see after opening of a record from list view. 

2021.Relationshipsform.PNG

Cheers in Advance. 

Ravi

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  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    You main form is also your mobile form.  If you go change the Account form, you'll see updates here.  The relationships area is driven by the Navigation area in the left of the form editor.  If you remove relationship navigation there, it will also be removed from the mobile form.

  • Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,401 on at

    You can preview the main form for Tablet and Mobile, using the Form Editor's Preview (Mobile Client -> Phone or Tablet)

  • ravibachanagiri Profile Picture
    ravibachanagiri 185 on at

    Thank you Wayne,

    I thought the same but there are new relationships on mobile but its not visible on the Desktop form also is there anyway to hide relationships only on mobile .

    Thanks

    Ravi

  • ravibachanagiri Profile Picture
    ravibachanagiri 185 on at

    Hi Gopalan,

    Thanks for the reply. My scenario was how to get rid of the relationships from mobile or change them to something else. As of now we have 15 relationships in the MS CRM form but on mobile its displaying 4 which are different from the one on desktop.

    Thanks Ravi

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