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Customer experience | Sales, Customer Insights,...
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D365 sales mobile app (+) add option layout

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Hey, 

Have any one changed or edit the layout and fields of the D365 sales mobile app. I want to add and delete some entities in the (+) add option in the mobile app. Can someone help me or give me any guide how to do it or any documentation that would help me. Is there a way we can add entities from power platform. I will attach picture for better understanding. 

Best Regards,

Furqan Majeed.

  • Suggested answer
    RE: D365 sales mobile app (+) add option layout

    Hi Furqan,

    You can enable entities for the mobile app through checking 'Enable for Unified Client' option:

    pastedimage1641889643394v1.png

    For the form, you can hide components from appearing in the phone app. You can hide tabs, sections, subgrids, fields, and charts. (Available on phone option)

    pastedimage1641890195587v2.png

    You can refer following document:

    Set up Dynamics 365 for phones and tablets | Microsoft Docs 

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