Dynamics 365 Mobile Apps

In Dynamics 365, there are mobile apps you can download and use for your tablet and phone. To download the apps, head to the app store for your device:

Install the app, and you will be presented with a login screen:

Enter the URL to your organization. You will see a welcome message:

And you will then be able to enter your username and password

At this point, the app will download the latest metadata and customizations. The app will then open:

From here, you can select home screen:

Sliding right will display the default dashboard you have set up in the web client with each of the components of the dashboard such as charts and views:

Selecting the menu drop down will display a list of entities, as displayed in the web client:

Selecting Accounts will display the list of My Active Accounts:

Of which the view can be changed by pressing the ellipse in the lower right:

Different view:

Selecting search will open the search page:

Which can be filtered:

Selecting the icon in the bottom left will open Mobile Task Flows.

Selecting the bottom right ellipse will open the menu:

One option allows you to select a dashboard:

You can find and open a record such as a case. Note some of these controls you can customize to be more mobile friendly through customizing the entity in CRM:

Within Dynamics 365, you have control over which entities you enable for mobile apps. In the Outlook & Mobile section of an entity, you will see several options for enabling for mobile, including a read-only and offline option (which will be discussed in another post):