1

Cannot add product lines in opportunity form (in both mobile and tablet) in Dynamics 365 App for phone

Cannot find + new product button in opportunity form in Dynamics App for Phone in both phone and tablet - we would like to have this feature as what we see in web version (in web version, it will pop up a new screen for user to select the product items (add) and change the value in editable gr...

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Category: Mobile Application (77)

STATUS DETAILS
New
1

Entity View in Mobile App should have feature to add columns and looking like UCI Web View

 Display list/grid views for entities instead of card view on Dynamics Sales mobile app

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Category: Mobile Application (77)

STATUS DETAILS
New
1

Tracking inbound appointments from Dynamics 365 mobile app

Our Sales team and Client teams often receive meeting invites from Clients, Prospects and Intermediary organisations to discuss work and also to enhance our strategic alliances. It would be very useful for our users to be able to track these inbound appointments from the mobile Outlook app int...

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Category: Mobile Application (77)

STATUS DETAILS
New
1

Cannot open PDF files in dyn 365 for phones and tables when are stored in sharepoint integration Android

Issue:

Customer has SharePoint integration setup and the files are storage there, so when customer wants to open a PDF file thru the Dyn 365 mobile application it shows two options, open with PDF reader of Drive and Chrome

If they Select PDF reader of Drive the systems try to open ...

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Category: Mobile Application (77)

STATUS DETAILS
New
1

Sales Hub Moble App support for application protection policies (MAM)

Our organization requires that all mobile applications use mobile application protection policies and this is enforced by conditional access policies. This means we are not able to use the Sales application on mobile devices. It is surprising that a product as impactful of Dynamics 365 does n...

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Category: Mobile Application (77)

STATUS DETAILS
New
1

Use Microsoft teams for outbound calls on Android

It will be great to have an option how to make calls from the sales app on Android always via the teams app. This way the calls always come from the same caller ID of the company instead of a personal mobile number

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Category: Mobile Application (77)

STATUS DETAILS
New
1

Include mobile phone number in Quick View on Dynamics 365 Sales mobile app

A contact record in Quick view currently includes 'Business Phone' only. Please can you add to, or replace 'Business Phone' with 'Mobile Phone'. With an increasing amount of remote and mobile working, mobile phone details are becoming more important than business/desk phone details. Thanks.

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Category: Mobile Application (77)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for sharing the idea! We would like to let you know that it is already available.

To add and remove different fields please modify the Quick View Form - see relevant public documentation here.

Stay tuned to future app releases for more capabilities and exciting features. 

The Dynamics Sales team

1

Unable to see custom theme color in Dynamics 365 mobile app

-https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-themes-organization- branding#the-custom-theme-isnt-applied-on-devices-running-the-power-apps-mobile-app. -This particular article says that "The custom theme isn’t applied on devices running the Power Apps mobile app"....

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Category: Mobile Application (77)

STATUS DETAILS
Needs Votes
1

Calender view

Can you please improve the calender view so it will be possible to see a whole month. This is for the mobile app. Use the same view as the Outlook app for iphone. Same features plz.

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1 Comments

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Category: Mobile Application (77)

STATUS DETAILS
Declined
Ideas Administrator
The Mobile app provides a quick view into upcoming and recent meetings. To view the entire calendar, please use either Outlook, the Calendar app of your choice or the full web Dynamics view using the Sitemap. 
1

Open Record functionality for synced Meeting

Sales mobile app: Add Open Record functionality on the synced with CRM (set regarding contains data) Meeting record. It will streamline the process of updating the record after the meeting

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Category: Mobile Application (77)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for sharing the idea! We will be reviewing the idea as a feature candidate. 

 

The Dynamics 365 Sales mobile team