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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quick View Form in Sal...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Quick View Form in Sales mobile App doesn't show fields in order

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Posted on by Nicolas Payan 8

Hello, everybody,

Reading the official documentation from Microsoft is states that the Dynamics 365 Sales mobile app uses the Quick view form for displaying data in the mobile app.

pastedimage1675172655802v1.png

I am editing the quick view form to use the sales app for mobiles and the order of the fields are not the same as the customization I have done and it is the correct form because have a particular field I need, screenshots below. 

As it shows in the Sales App for Mobile

pastedimage1675172931928v2.pngMicrosoftTeams_2D00_image-_2800_54_2900_.png

As it should be shown

MicrosoftTeams_2D00_image-_2800_55_2900_.png

Does anyone knows why is this happening?

Regards,

Nicolas Payan

I have the same question (0)
  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,397 User Group Leader on at

    Hi  Nicolas Payan ,

    This might be because of caching issues with the form. Please try again publishing the changes and see if the changes are reflected. Also, you can try logging out from device and login back to see the changes. 

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    I agreed with naveen suggestion, You need publish the changes and try by logout and sign it again.

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Super User 2025 Season 2 on at

    Please clear the app cache/log out and log in again. Also have you published the form? 

    Thank you, 

    Amit Katariya

  • Nicolas Payan Profile Picture
    Nicolas Payan 8 on at

    Hello, Naveen,

    Sure, I have done it before, but still not working, I even delete the app and re-install it.

    Thanks,

    Nicolas Payan

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Super User 2025 Season 2 on at

    Are you referring to the correct app from list?

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    Please check below property in customization:

    pastedimage1675175865266v1.png

    I tested this and if above property is checked then field will not visible on mobile.

  • Nicolas Payan Profile Picture
    Nicolas Payan 8 on at

    Hi, Amit,

    Sure, I have added in the sales hub app and check the order of forms.

    Thanks,

    Nicolas Payan

  • Nicolas Payan Profile Picture
    Nicolas Payan 8 on at

    Hi, Pradeep,

    The fields are showing in the form, the issue it is not displaying in the correct filed order

    Thanks,

    Nicolas Payan

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Try by Publishing All Customization

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,397 User Group Leader on at

    Hi Nicolas,

    Please make sure you are editing the right form. I believe you are doing it with a quick view form not for quick create.  

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