You are here

CRM

Subscribe to RSS - CRM

Dynamics 365/CRM 2016: How to Share Personal Views in the Mobile App

Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

Dynamics CRM: Add Items to an OptionSet

While working in Dynamics CRM, I needed to add several options to a few different optionsets on the Lead entity. Adding the options isn’t difficult, but can be tedious and repetitive, so I didn’t want to do it manually. I decided to leveraged the CRM SDK and used a LINQPad query to populate the optionset as shown in Figure 1.

Pages