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Microsoft Dynamics CRM (Archived)

Dynamics 365 Mobile App / Display Certain Views

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Posted on by 375

Hi All

I am pretty sure from reading through not only the MS docs but many many blogs out there that there is not a way to configure the D365 solution to only display certain (not all active) views on the mobile app.  If that is true, would customizing using either a plugin or JavaScript be supported?  

If you were to have something that determines the device (i.e. web browser, phone, tablet, etc) then have certain views show accordingly?

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-utility/getglobalcontext/client

Basically we need to if possible, limit what views are displayed on the mobile app and we cannot do it by role alone since the same users/roles will need to be able to access all active views from the web browser. 

Has anyone had to deal with this requirement before?

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  • Verified answer
    Community Member Profile Picture
    on at

    Have you tried using the App Designer?  It should be located in Settings > Application > My Apps. 

    1. Look for the Mobile App,
    2. click the ellipsis 
    3. Choose Open In App Designer

    From there you should be able to select which Views you want to display:

    MS_5F00_Mobile3.PNG

    Dont forget to Save then Publish

    If you cannot seem to locate the Apps homepage via the sitemap, the direct URL is: {YOUR_URL}/tools/AppModuleContainer/applandingtilepage.aspx

     

    Good Luck!

  • RugerSR762 Profile Picture
    375 on at

    This is awesome! That solved my issue!

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