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Microsoft Dynamics CRM (Archived)

Cant add Competitors on Mobile Phone App CRM 2015

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I'm currently configuring the mobile phone app for CRM 2015 online.

The issue i'm having is that i cant seem to add competitors, either directly or to an existing Lead or Opportunity. Although the entity appears in the lead and opportunity records, it only shows already added competitors (which were added via the browser or tablet app). I don't seem to have the option to add new competitors within the mobile phone app as the little "+" symbol at the top of the form is not present.

I have the competitors entity enabled for the mobile phone app and tablet app. the tablet app works fine.

I've also noticed that competitors entity appears on the tablet home page navigation but not on the mobile home page.

Any suggestions?

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I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi James,

    What smart phone are you using? what is the OS version?

  • James Donohoe Profile Picture
    on at

    Hi Oana,

    It's a Samsung Galaxy S4 mini - Android version 4.4.2

    Regards,

    James  

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi James,

    Thanks for the info. I have tested the scenario and you are correct. Competitors do not appear as main Entity and there is no option to create a Competitor on the phone.  According to this article it should be possible: technet.microsoft.com/.../dn531085.aspx

    The recommendation at this point is to create a connect suggestion or a support ticket and have the issue addressed by the product team. Please come back to the thread if you create a connect post so anyone else encountering the issue can vote to have the feature available.

  • James Donohoe Profile Picture
    on at

    Thanks Oana.

    I have opened a ticket with Microsoft so i'll post here once they get back to me.

  • Community Member Profile Picture
    on at

    Ok, James.

    It might be good to mention the thread in the ticket.

    What is the support case number?

    Thank you.

  • James Donohoe Profile Picture
    on at

    Hi Oana,

    Case number is 115030590943222

  • Community Member Profile Picture
    on at

    Hi James,

    I have spotted this connect item on a similar request as yours: connect.microsoft.com/.../1245386

    Feel free to vote on it and thus send your feedback directly to the product team.

    Thanks!

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