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Microsoft Dynamics CRM (Archived)

Mobile Express for Microsoft Dynamics CRM 4.0

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Posted on by 200

Please would anyone know how I could delete the "Related Entities" section from displaying (bottom section of the frame/form)? 

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  • Suggested answer
    Mamatha Swamy Profile Picture
    5,426 on at

    Related entities are displayed based on the relationships defined for that entity. You can toggle the display in the relationship customization to remove it. Note that this also affects the web or outlook client. You cannot set it only for the mobile client.

  • RobertMTN Profile Picture
    200 on at

    Thank you for the response...

    Couple of questions please:

    1-) Where would I configure/update the defined relationship for each entity?

    2-) Where can I change the "Edit" and "delete" functions once I open each of thes entirties wihtin the Mobile Express?

  • Suggested answer
    Mamatha Swamy Profile Picture
    5,426 on at

    Customizations can be done in the Web client not in the Mobile Express.

    1. Settings -> Customizations -> Entity -> Relationships

    2. Edit / delete functions would be based on the Security Role of the user. you can change it by updating the role. Settings -> Administration -> Security roles

    Again, these changes apply to all CRM clients not only Mobile Express

  • RobertMTN Profile Picture
    200 on at

    Please for the Edit/Delete option, where within the Security Roles this is changed?  I am able to Edit the Opprtunity and Quote from the client.  However when tring to use the Mobile Express the Opportunity is okay, but no EDIT for the Quote (?).  

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