Mobile
Notes on Dynamics 365 for Phones and Tablets app – Part 5 (Dashboards)
Category: Dynamics 365,Dynamics 365 for Phone App,Dynamics 365 for Phones,Dynamics 365 for Tablet App,Dynamics 365 for Tablets,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 2 months ago Comments: 0

Continuing the previous post, In this post let us try configuring the Dashboard for mobile. We have created a custom dashboard having the test entity and have kept the “Enable for mobile” option as unchecked Now let us add this dashboard in our model-driven app and update the sitemap. Publish the changes and open the … Continue reading “Notes on Dynamics 365 for Phones and Tablets app – Part 5 (Dashboards)”
Source: Nishant Rana


Notes on Dynamics 365 for Phones and Tablets app – Part 4 (Entity Configuration)
Category: Dynamics 365,Dynamics 365 for Phone App,Dynamics 365 for Phones,Dynamics 365 for Tablet App,Dynamics 365 for Tablets,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 2 months ago Comments: 0

Continuing the previous post, Now let us see how do we enable a specific entity for mobile. To begin with, let us first create a custom entity named Test. For now, let us leave the Enable for mobile option unchecked. We have created a new model-driven app and added that entity in the sitemap. Let … Continue reading “Notes on Dynamics 365 for Phones and Tablets app – Part 4 (Entity Configuration)”
Source: Nishant Rana


Notes on Dynamics 365 for Phones and Tablets app – Part 3 (supported iPad devices)
Category: Dynamics 365,Dynamics 365 for Phone App,Dynamics 365 for Phones,Dynamics 365 for Tablet App,Dynamics 365 for Tablets,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 2 months ago Comments: 0

Continuing our previous post on attachments, here we will cover the list of iPad devices supported. Here first have the look at the list of supported versions and RAM (minimum) for different platforms. And if we are using the web browser in Tablets to access Dynamics 365 application below are the supported devices. Here the … Continue reading “Notes on Dynamics 365 for Phones and Tablets app – Part 3 (supported iPad devices)”
Source: Nishant Rana


Notes on Dynamics 365 for Phones and Tablets app – Part 2 (Attachments)
Category: Dynamics 365,Dynamics 365 for Phone App,Dynamics 365 for Phones,Dynamics 365 for Tablet App,Dynamics 365 for Tablets,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 2 months ago Comments: 0

Continuing the previous post https://nishantrana.me/2020/04/06/notes-on-dynamics-365-for-phones-and-tablets-app-part-1/ here we will look at the attachments. As we are aware, the file size limit for attachments in Notes is governed through System Settings à Email Tab. The default value is 5120 KB And maximum it can be set to 131,072 KB If the attachment size increases, we’d get the … Continue reading “Notes on Dynamics 365 for Phones and Tablets app – Part 2 (Attachments)”
Source: Nishant Rana


Notes on Dynamics 365 for Phones and Tablets app – Part 1
Category: Dynamics 365,Dynamics 365 for Phone App,Dynamics 365 for Phones,Dynamics 365 for Tablet App,Dynamics 365 for Tablets,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 2 months ago Comments: 0

For one of our requirements we have started exploring Dynamics 365 for Phones and Tablets, so just noting down a few of the key points identified during the exploration Supported devices for the app We can use the Web browser on Tablet for accessing Dynamics 365 Model-driven apps with the following specifications. Using the Web … Continue reading “Notes on Dynamics 365 for Phones and Tablets app – Part 1”
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Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app
Category: attachment,Attachments,Dynamics 365,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 2 months ago Comments: 0

Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App. Attachment to Notes à https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/ Using SetWordTemplate to combine multiple attachments as a single doc à https://nishantrana.me/2020/04/01/calling-setwordtemplate-from-custom-ribbon-button-in-dynamics-365/ Using the above approach, we can get … Continue reading “Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app”
Source: Nishant Rana


Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365
Category: Attachments,Dynamics 365,Microsoft Dynamics 365,Mobile,PowerApps,PowerPlatform,wordtemplate Author: Nishant Rana Date: 2 months ago Comments: 0

Recently in one of our projects, we had proposed Dynamics 365 for Phone / Tablet as the device for our sales user. The user will be capturing the image of the customer’s document and will be attaching it in notes, which will then later be moved to the document management system. Here, one of the … Continue reading “Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365”
Source: Nishant Rana


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