Dynamics (CRM) Lightweight App for Outlook - Customise Panel/Form?

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Posted on by Cozy

I have a the lightweight app for Outlook up and running in a couple of environments and noticed that the panel displaying the Dynamics CRM info shows slightly different pieces of data for each - both environments show the contact phone details etc. at the top but one then shows connection records then cases, the other shows recent activities then open opportunities.

It got me wondering whether the data displayed was hard coded or if it was using a specific version of the form (or QV form?) and as such if it was possible to customise what was displayed in the D365 panel for the app.

Has anyone any insight as to what determines the data shown on the panel?

Thanks

Peter

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SavvyLuke 655 on at

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As far as i can tell, the app uses the 'main form' type to display the data. For example, when you create a new task via the app it will use the main form that is set as the default one. To customize the data for contacts, you'd edit the main form for contacts. However there is a limitation on how many fields you can display, so by default it takes it by order starting with header section and so on.

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Cozy on at

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Hi Luke

Thanks for the response. It is particularly the contact details that are shown when you first click the 'D' button I am intersted in. I have 5 different versions of the Contact main form and the panel does not really seem to reflect any of them - I tried adding a field between the phone number fields on my default form but that did not show in the Outlook panel so I'll try a few more tests to see if I can get to the bottom of it.

Thanks

Peter

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SavvyLuke 655 on at

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When you test, clear the IE cache. It will use the main form that is first in your form order. Modify the header section of your form and see if that will work.

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Community Member on at

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Hello. Tenfold can also help in integrating Microsoft Office 365 enabling click to dial in Outlook. They also support MS Dynamics integration. Our click to dial also works on webpages opened in Chrome. They also support MS Dynamics integration www.tenfold.com/.../dynamics

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Cozy on at

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Hi - I tested this and I still don't see any changes to the panel that is displayed upon clicking the D365 button - I'm going to open a ticket with MS and post back with any resolution or nuggets of wisdom.

Peter

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jiipee on at

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hi Peter,

Did you get any response from MS? We are studying the same behavior and possibilities to configure the contents, for instance, to add all mandatory account fields to the create account form.

BR,

Jukka

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Cozy on at

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Hi Jukka

I'm afraid that I never got around to opening a ticket but I still can't work out how it is determined what is shown.

I have multiple demo systems, each has multiple contact form versions, and each D365 panel in Outlook shows differently (some with custom fields) so it does not seem to be a default but is related to one of the forms in some way - just can't work out which!

Your question has reignited my interest so I may get to log something next week and if I do and get a response, I will update this thread.

Regards

Peter

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jiipee on at

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It may be the main form after all. We did some tests and nothing happened to the fields at first. Only after restarting outlook and IE the field appeared on the pane. Now we need to test that Business rules are applied as there are certain restrictions and automation to creating new accounts that should apply. Documentation could be slightly better ;)

Ill post here whatever we find out

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Anyone have an update. I'm particularly having an issue with Customized Event on the Account that seems to be incompatible with the App. Even when I remove the event from the main form and publish, still getting an error...

Even if I remove a field from the main form, publish and restart outlook, I still see that field in the App Create Account form.

Andy

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SavvyLuke 655 on at

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If you still don't see changes in your form after you published it, chances are it's still being cached by IE. Test your changes in Outlook for Web and see if the form is updated in the app and if you're getting an error there too. Also test your changes in 'incognito / inprivate' mode. If you see the changes there, then you know for sure it's cached. Easiest way to clear cache, is by pressing CTRL+SHIFT+DELETE. Remember in IE uncheck the very first checkbox so that it doesn't preserve anything, then close IE and restart it. Then test your changes.

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