Set Up and Limitations
Dynamics CRM 2015 now (with some restrictions) allows HTML web resources and iFrames on the tablet client. This is a feature customizers and developers have been asking for since the tablet client launched with the CRM 2013 release in order to get the most out the custom UI elements and other integrations they’ve built on top of the product.
The main limitations are:
- Initially available for CRM Online only
- iOS and Android tablets only (no Windows based devices)
- No pop-ups from an iFrame or web resource
- No authentication for embedded Office 365 sites
- Could cause instability in the client
- No Silverlight and image web resources
You can see the full article regarding all limitations¬ here.
If you have a scenario where this could work for your organization you’ll need to enable the feature under Settings -> Administration -> System Settings and then navigate to the Customizations tab.
If you’re going to want to use one of the supported types of web resources you’ll also need to enable it for the tablet client. You can do this by opening the web resource from the Customizations area and making sure the ‘CRM for tablets’ option is checked.
Once you’ve added the web resource to the form the last step is to check the ‘CRM for tablets’ option on the properties.
Here is a screenshot from an Apple iPad.
If you are looking to use an iFrame should remember to use a HTTPS URL in order for it to show up correctly in the supported tablet clients. Like web resources you will also need to enable it to be displayed on the properties.
Screenshot from an Apple iPad
You might also notice the icon on the upper right hand corner, if you select this it will open a larger version for easier browsing.
We hope you found this helpful. Make sure to stop by our main blog page for even more Dynamics CRM fun or check out our Education page for trainings,¬ webinars and boot-camps designed specifically with you in mind!