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Microsoft Dynamics CRM (Archived)

oob entities needs to be hide/disable on mobile version

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Hi,

Could anyone please help me with this.

6278.Mobile.png

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  • Suggested answer
    Mahadeo Matre Profile Picture
    17,021 on at
    RE: oob entities needs to be hide/disable on mobile version

    Hi,

    you can hide those entities based on user security role or from CRM customization.

    If you remove user permission to read / write from those entities, then those will not be displayed on mobile application.

    If user has permission but just want to hide from mobile then use CRM customization, go to entity customization page and uncheck "Enable for mobile" option.

    Here are some more details

    www.c5insight.com/.../microsoft-dynamics-crm-2013-mobiletablet-express-part-1.aspx

    docs.microsoft.com/.../set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets

    hope this will help..

  • Community Member Profile Picture
    on at
    RE: oob entities needs to be hide/disable on mobile version

    could you please send me the screenshot, to remove user permission. Because I cannot find those entities based on security role to edit

  • Suggested answer
    Mahadeo Matre Profile Picture
    17,021 on at
    RE: oob entities needs to be hide/disable on mobile version

    You need to edit user role and need to remove create, read, write and delete permission.

    Those entities are in different security role tabs. please check below screen shots

    5618.s3.PNG

    0361.s1.PNG

    7217.s2.PNG

    5618.s3.PNG

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: oob entities needs to be hide/disable on mobile version

    Hey Mahesh ,

    Here is the screenshot - For product entity you navigate to under Sales tab.

    2019_2D00_01_2D00_11_5F00_21_2D00_05_2D00_56_5F00_Service1.png 

    For Contract and Knowledge Article entity navigate to under Service tab.

    2019_2D00_01_2D00_11_5F00_21_2D00_05_2D00_56_5F00_ContractKB.png

    Under Business Management you can find Goal ,Goal Matrices and rollup Query entity.

    2019_2D00_01_2D00_11_5F00_21_2D00_05_2D00_56_5F00_GoalRolupQuery.png

    Under Service Management you can find the Service entity.

    2019_2D00_01_2D00_11_5F00_21_2D00_05_2D00_56_5F00_Service1.png

    Hope this helps.

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