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Microsoft Dynamics CRM (Archived)

Mobile App View

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Hi,


I am currently modifying the view in our CRM mobile application for iOS. Right now, on views of our custom entity, it lists records with the Number, and then the Stage, so essentially this is meaningless.

I have seen Contact views with both Full Name and Email, as well as Full Name and Job Title. I am curious how to change the two fields that are displayed on the view on the mobile app, or what it is based on.

My next questions would ask whether or not we can then sort.

Thanks for your help,

Blayze

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  • Verified answer
    Community Member Profile Picture
    on at

    I thought that there was just going to be a "Dynamics Mobile App View", but there wasn't. I noticed that you can navigate the different views in the app, and it is pulling the first two columns from each view, and you can change views. To standardize this, we set the first two columns in each view to be the same (number and title) so that it is more intuitive. Hope this helps someone else.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hello Blayze Stefaniak,

    It is important to mentione thawt with iOs all the entities where you have clicked CRM on Tablet as shown on the screenshot below. This is something you do on the web site and not on the tablet. This can be performed under Settings -> Solutions-> Select your solution. This also includes custom entities that you create for your solution.

    Hope it helps.

    Best Regards

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