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Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Dictation of Notes on Mobile Phone

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Posted on by 25

I am testing out Dynamics 365 Sales 9.x on a Mobile Phone while upgrading to UCI and what to showcase the Mobile App for our sales team, however if I try to dictate a note on a mobile I get the error "This feature is Disabled in Mobile Settings, please turn on related settings and try again"

So my questions are:

  1. Where is Mobile Settings?  Is it referring to a setting on the device or a setting in Dynamics 365, I have hunted around and can't find either.
  2. Does anyone have an idea what the related settings are?

Cheers

Alan

I have the same question (0)
  • Suggested answer
    ashish12 Profile Picture
    3,079 on at

    Hi,

    Is your CRM is On-Prem?

    Where are you using notes?

    As sometime you need to enable a field or a section enable for mobile app from the from.

    docs.microsoft.com/.../set-up

  • alan.abery Profile Picture
    25 on at

    Good questions...

    We are using Dynamics 365 Online and using a note on a Contact, device used is an iPhone 7.  Had a look at the Note entity and it is enabled for Mobile.

  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Please check if your Contact entity settings are as follows:

    pastedimage1579670700713v1.png

  • alan.abery Profile Picture
    25 on at

    Tanks for the Reply

    The Outlook & Mobile settings on the Contact and Note are below:

    pastedimage1579671270468v1.png

    pastedimage1579671375402v2.png

    Does anyone know the significance of the Enable for Mobile being grayed out?

    Cheers

    Alan

  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    Please refer to community.dynamics.com/.../feature-enhancements-to-notes-in-dynamics-365-for-phones-and-tablets

    Also, what is the version of your D365?

  • alan.abery Profile Picture
    25 on at

    Thanks Lu Hao, found the setting.   Like the feature enhancement to notes says, the Mobile Settings is found in the Elipsis (...) Settings, Mobile Settings.  The setting is User Content and Location must be On.

    Thanks for your help, didn't work quite like I expected but at least its working.

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