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Create and edit mobile forms for CRM for phones express

Applies To: CRM 2015 on-prem, CRM Online

Microsoft Dynamics CRM for phones express uses a form that is optimized for use with a phone. While editing the form, you select which fields you want to display the order in which you want them to appear. You can make certain fields read-only, but can’t use form scripting in the CRM for phones express forms.

CRM for phones express is the previous version of the phone app for Microsoft Dynamics CRM. The latest version of the phone app, Microsoft Dynamics CRM for phones, provides the same full-featured experience as the Microsoft Dynamics CRM for tablets app. For information about customizing CRM for phones and tablets, see Customize CRM for phones and tablets.

When you have multiple forms, you need to adjust the form order and assign appropriate security roles to ensure your users see the forms tailored for their needs.

The first step in customizing the mobile form is to understand what it looks like. Start the CRM for phones express app on your phone and sign in to your organization.

From there, locate the entity that has the form you want to edit and open an existing record or create a new one.

As you can see, the form is simply a list of fields.

CRM for phones account form in Dynamics CRM
Only the fields that contain data display.

To edit the data, click the Edit icon at the bottom of the form. The position of the field labels shifts to provide more space for editing. All fields are now displayed. If you scroll down, you can see a list of all the related entities as defined by their entity relationship definitions.

If you need more than one mobile form, create a new one in the same manner you would create any other type of form. If you create more than one form, you need to set the form order and security roles for the form. Users can’t switch forms in the CRM for phones express app; they’ll see the first form in the form order that their security roles allow them to see. For an example, see Multiple forms.

  1. Go to Settings > Customizations. (How do I get there?) Choose Customize the System.

  2. Expand the Entities node and select the entity you want to create a new mobile form for.

  3. Expand the entity and select the Forms node.

  4. Choose New and select Mobile – Express.

    If you don’t see this option, the entity is not enabled for CRM for phones express. You can change this for some entities. See Enable or disable options for more information.

  5. Choose File > Save As, type in a Name and Description, and then choose OK.

    You don’t have to give your mobile express form a unique name, but you should give it a meaningful name so you can differentiate it from other mobile express forms in the list. This is important when you set the form order.

  6. You can now edit the form or choose Save and Close to close it. More information:Edit a mobile express form

  7. Set form order

    1. In the list of forms for an entity, choose Form Order and select Mobile - Express.

    2. In the Form Order dialog box, select a form and use the green arrows to move the form up or down in the form order.

      This is where you will be glad you gave your new mobile form a unique name.

    3. Choose OK to close the Form Order dialog box.

As someone with the system administrator or system customizer security role, you have access to all forms. The only way for you to view customizations to mobile express forms in the CRM for phones express app is by setting the form order so that the form you created is at the top.

Unlike other entity forms, you can’t create new attributes or entity relationships in the mobile express form editor. However, you can always edit the mobile express form within the default solution.

  1. In the default solution, using the solution explorer, expand the Entities node and select the entity with the mobile form you want to edit.

  2. In the form list, choose a form with the Form Type column set to Mobile - Express.

This opens the mobile form editor.

With such a simple form, the tasks related to customizing this form are:

  • Choose what fields to include in the form.

  • Choose where to position the fields.

  • Decide whether to make certain fields read-only.

  • Publish customizations when you are done. See Publishing customizations for more information.

Mobile form editor in Dynamics CRM

By default, all fields that are business or system required are included in the form and can’t be removed. If you set a required field as read-only, users can’t edit that field. If a user creates a new record, a read-only field won’t display, but the user can still save the record without this data. When a user edits this same record in the web app or CRM for phones and tablets apps, the user will have to provide this value before saving any changes.

See Also

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