Book Image

Microsoft Dynamics CRM 2015 Application Design

By : Mahender Pal
Book Image

Microsoft Dynamics CRM 2015 Application Design

By: Mahender Pal

Overview of this book

<p>Businesses can have their developers build complete apps or plug-ins and interfaces to suit their business needs. With the application of MS CRM, administrators can alter the content, layout, and business logic for each business use case. Businesses can choose to run Dynamics CRM on their own internal server or to link to web-hosted installations. This book is an enhanced guide that covers all the new features released with Microsoft Dynamics CRM 2015. Coming straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements, this book is a complete guide for all your Dynamics CRM questions.</p> <p>Starting off, this book will introduce you to the deployment options such as online and on-premise, and the software and hardware requirements as CRM customization. It will also teach you how to develop a sample application.</p> <p>Going deeper, this book teaches you about the new enhancements in Microsoft Dynamics CRM 2015 such as business process, new client-side scripting, mobile application, and actions enhancements. You will quickly get up and running with plugin development and project tracking concepts with the help of sample applications.</p> <p>The book concludes with how Microsoft Dynamics CRM extends its mobile capabilities and bring more feature-rich experience to the app users.</p>
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2015 Application Design
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Customizing mobile clients


We don't need to do additional customization for CRM for Phones and tablet clients because they share the same updated entity form like the Web and Outlook client. We need to select which fields we want to show for Phone Express. We can add the required fields through the Mobile-express form. We can open the Mobile-express form and can add fields under Selected Attributes using the Add button. Fields are present in the same order as they appear in the Selected Attributes section. We can use the Move Up and Move Down buttons to rearrange the field order. We can also make fields read-only using the Read Only button.

Once fields are added we can save and publish our changes. We can create more than one Mobile-express form just like other entity form types. Following is a screenshot of the access account record using Mobile Express:

We can also use JavaScript for mobile clients although the Mobile-express client does not support JavaScript; however, CRM for Phones and...