Display Custom Entity on IPad or Windows 8 CRM App Home Screen

Rajeev Pentyala - Microsoft Power Platform

I recently got a chance to work with CRM on Tablets. The requirement was to display a Custom entity on Tablets home screen.

It’s very easy to achieve with below steps.

Enable entity for tablets

  • I have a Custom entity ‘Change Of Address’
  • To enable this for tablets, Go to Customization and check ‘CRM for tablets’ check box

Enable entity for Tablets Enable entity for Tablets

Getting Entity on Tablet home screen

  • By default ‘Sales Dashboard’ will get displayed on Tablet Home screen
  • So to get ‘Change Of Address’ entity on home screen, I added ‘Change Of Address’ entity view to the ‘Sales Dashboard’. (Note : Only 6 sections of Sales Dashboard visible on Tablet home screen)

Customize Sales Dashboard Customize Sales Dashboard

  • Once you publish the changes and reopen the CRM application those changes will take effect

Tablet - Sales Dashboard Tablet – Sales Dashboard

Points to be noted while working with Tablets

Form Limitations

  • We get the ‘Main’ form of…

View original post 203 more words

Published by Sreeni Pavalla

Working as a Assistant Technical Manager in Positive Edge Technologies. Having over 11 years of extensive hands-on experience in MS Dynamics CRM 4.0, 2011, 2013, 2015, 2016, Dynamics 365 with over 5 years of experience in CRM Online. You can visit my blog here https://sreenipavalla.me/

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