How the Unified Interface for Dynamics 365 Customer Engagement (CRM) Adapts to Mobile Capabilities

by | Updated November 2, 2020 | Dynamics CRM

As technology advances, the way people consume and interact with data is constantly changing. Business solutions are no different as we have seen a wave of users move away from their laptops in favor of their phones. Today, there seems to be an app for everything. The Unified Interface for Dynamics 365 Customer Engagement (previously CRM) is Microsoft’s answer to the growing popularity of working on the go.

Benefits

In order to support mobile devices, companies would often need to develop separate solutions for laptops, tablets, and phones. In some situations, they would even need to develop multiple versions for different device manufacturers, giving each solution a tailored interface for the size of the device. This was often very timely and costly to build. With Unified Interface Dynamics 365, screens are now fully responsive, and it can be built once and function across any device with any size screen.

 

Testing

Microsoft has not only made their product responsive across devices, but fully responsive on the size of a browser window as well. This is incredibly helpful as you can simulate different size devices on certain browsers. On Chrome, this is done by opening the dev tools (F12) and using “Toggle device toolbar” (Ctrl + Shift + M).

 

Limitations

As with all apps, screen size is the biggest limitation. When creating forms, fields and controls can be hidden on mobile devices by going into the properties and unchecking “Available on phone”. This is especially useful for web resources. Often, web resources are used on forms for complex user interactions that out of the box customizations cannot handle. These custom html pages should be responsive as well, but if the real estate on a phone is too small, they can also be hidden.

Certain controls are also not available on mobile devices and can be configured to display differently based on how the user is accessing CE. This can be configured by going to the properties and then the control tab.

Timeline

Clients already using an older version of CRM need to be aware that the web client is currently deprecated. Systems must be upgraded by October 1st, 2020. On-premise users might be able to keep using the legacy version but should make sure they don’t wait too long to upgrade as Microsoft will no longer be supporting the web client.

Learn more and see the UI and mobile capabilities live during our upcoming webinar:

Overview of the Unified Interface and Mobile Capabilities for Dynamics 365 Customer Engagement

Wednesday, January 22
12 – 12:30 p.m.

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