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Dynamics CRM 2015: Tablet Client (MoCA) Enhancements

Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega).  Check out the Dynamics CRM 2015 Release Preview Guide to see what features are coming with 2015.

Next up for our review is reviewing the changes being made to the Mobile Client Application (MoCA).  The first version of MoCA filled a much needed gap to have a native tablet application, but with the improvements below, it’s clear Microsoft see’s mobile as the direction they want to continue to head as they make investments in improving the product.

The following improvements were made with CRM 2015:

Offline Drafts:

  • Users will now have the ability to create and update records while offline.
  • The create/edit mobile experience will use the Quick Create Form defined for the entity
  • A Draft button will appear in the sitemap while offline, taking the user to the Draft Page (+ icon that appears on lists will do the same)
  • The Draft Page will display a count of draft records on the Site Map
  • Users can discard or update drafts while offline
  • Drafts are deleted when the user signs out of MoCA for security reasons (warning displayed first)
  • No lookups / party list support while offline:  However, there’s a workaround to populate lookups while offline by starting at the parent entity and creating a child record from the parent (e.g., creating an Opportunity from a Contact defaults the Contact lookup for the new Opportunity)

You can see from the screenshots below that I have the ability to create records offline (in this instance a Lead), and see a count of how many draft records (creates/updates) that have yet to be uploaded to the CRM server.

If I click on the Draft Records link from the Site Map, I’ll see a list of all the records that have changes that have yet to be uploaded and if I wanted to, I can make further changes to them from this list.

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It’s important to note that with the Offline Drafts, users can only modify records that they created offline.  Users will still be unable to go to a record that they had previously viewed while online, and modify that record while offline.

Also, when the user goes online, they will have to save the Draft records manually (they’ll no longer appear on the draft page).  This isn’t an automatic action that’s taken when a user reconnects online

Mobile Analytics:

Microsoft now allows you to have any and as many dashboards on your tablet (system or personal).  Previously you were able to just have the one “Sales Dashboard” on the Tablet Client, but now Microsoft allows administrators to configure multiple. 

A new “Enable For Tablets” checkbox has been added to dashboards to allow it to show up in MoCA (this field is solution aware and can be toggled via the SDK).

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There’s a new “Dashboards” Site Map entry that you’ll notice when clicking around the Tablet Client.  Also, the default dashboard users see when initially logging onto the tablet client (prior to personalizing their experience) is defined and configurable by the Site Map XML.

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When on a Dashboard, users can:

  • Set as Home:  when users click the Home icon, this dashboard will show
  • Pin to Win 8 Start
  • Pin to Home:  you can pin Dashboards to your Home Dashboard similar to how you pin records – this means you could have a Home Dashboard be one dashboard, and have other dashboards pinned on it for easy access.
  • Select Dashboard to select a different Dashboard

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With all these changes, there are few other notes that users should be aware of regarding the Tablet Client:

  • There are no storage limitations (the same limitations will apply to MoCA that apply to the device)
  • All improvements in 2015 / Vega will work on Win 8, Android, and iPad devices (except the “Pin to Start” will be Win 8 devices only)
  • Plugins are still not supported on the device, but when data hits the server they’ll run (no offline plugins)
Topics: Enterprise Mobility Microsoft Dynamics CRM Microsoft Dynamics CRM 2015 Microsoft Dynamics CRM Online