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Customer experience | Sales, Customer Insights,...
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Customise Dynamics 365 Sales Mobile App

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We would like to edit the forms and hide some of the buttons and visibility of entities (some custom entities) on the app, however, have no ideas where to go and do this. Whatever changes we make to the entities are made to the Dynamics 365 for Phones app only, not the Dynamics 365 Sales app.

Could someone advise please? Read many articles and videos, yet found not solution.

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    Have you tried to edit the design of the Sales app and check if the mobile app will change along with it?

  • Community Member Profile Picture
    on at

    Hi Nya,

    How do I and where should I go to try that please? Is there an article or could you direct me please?

    Thanks.

  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi Nana,

    Here is the documentation which you can refer to:

    Customize the Dynamics 365 Sales app | Microsoft Docs

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