General Interest

Using the iPad

Microsoft Dynamics CRM Online currently supports the Apple iPad for Microsoft Dynamics CRM Online users who choose to install Product Updates. Installing Product Updates. The iPad is not supported on Microsoft Dynamics CRM (on-premises). We’ve designed this feature for sales representatives who need to get work done from the road, while they’re on sales calls. We’ve eliminated popup windows from the user interface and made it simpler to use with the touch screen. You’ll log in to the online application through the web browser from the iPad as you would from a laptop or desktop. You’ll be able to access most functionality from the iPad, with a few exceptions.

Functionality in the iPad

When you look at the navigation pane on the left, you’ll only see What’s new, Account, Contact, Lead, Opportunity, and Dashboards. You may be able to navigate to other forms, but viewing them will take you to Mobile Express for Microsoft Dynamics CRM—you can make quick edits there, but it’s not for high-volume work. Customized forms will always open in Mobile Express. The Home and Most Recently Used buttons are removed, and the navigation pane is collapsed by default when in portrait mode.

Customized forms will show up only in a very basic layout. If you have added client scripts to any of the forms listed above, you’ll still be able to access them normally on other devices, but your customizations will not be present on the iPad.

You won’t be able to access the process editor for sales (or service) forms.

You won’t be able to share records.

You won’t be able to access the form editor.

Most of the commands that were available in the ribbon at the top of the screen have been moved to the command bar at the bottom of the screen.

You will be able to edit records individually, but you won’t be able to edit them in bulk.

You can’t re-size a chart, but you can maximize and minimize it.

To create new records, click the select the entity name from the left navigation pane and touch +.

To find the options you want on a given control, instead of hovering and waiting for a popup, tap it, and select from the list that appears.

To access Help, choose the question mark icon, and topics will appear in a new tab.