User experience best practices dictate that you should only serve up the most relevant information and dispose of the unnecessary items that can make user adoption difficult. This is particularly relevant in regards to mobile experiences, where screen real estate is at a premium and navigation can potentially be difficult if the user interface is not optimal. In today’s blog, we’ll show you how to configure CRM relationship tiles for iPad and iPhone express for optimal use.
When navigating to a specific record within Dynamics CRM apps for iPad and iPhone Express, you may have noticed a plethora of tiles under Relationships as shown in the image below:
Figure 1- iPad CRM App
Figure 2- iPhone Express App
As you can see, there is a lot going on in the examples above. There are too many tiles that are not relevant for the implementation. You may also have noticed that there are repeating tiles like Tasks and Appointments.
How to Configure What Tiles Appear
The title of the section where the tiles appear gives us a clue as to where to start. In our example, we will be looking for the Relationships section. There are two related areas that show Relationships:
- In the solution under the appropriate entity.
- In the Navigation section on the form in question.
For this example, we will look at the Account entity and customize how the tiles appear.
1. First, look at how relationships are currently displayed by navigating to the Account entity and look at the Relationships in that entity.
Notice how there are two relationships with the Appointment entity. This will result in two Appointment tiles showing.
2. Next, double-click on the relationship you want to suppress. In this case, we will suppress the Entitlement tile.
Verify that you have the correct relationship. Then look at the section Navigation Pane Item for Primary Entity, which will in this case be the Account entity.
3. Under Display Option, there are three choices. Select Do Not Display.
4. Save and continue to the next entity tile you’d like to suppress. Repeat as necessary. This is how it looks like after cleaning the Relationship tiles up on the iPad app:
We now have fewer tiles as before and there are no repeated tiles. You can eliminate even more tiles if you the user access those entities via a sub-grid or other device.
Please be aware that there is no getting around suppressing certain tiles like Owner and other system relationships.
In addition to the method above, you can also access Relationships via the form on the primary entity, in this case, Account:
1. In the form, select the Navigation button. This will activate the pane on the left side showing the relationships. You can now click on these buttons.
2. To suppress the tiles, you can double-click on the button to get to the relationship settings page we showed earlier (pressing the Entitlements button – not shown):
You can also select the tile and press the Delete key, which will successfully remove the tile. In addition, you can drag and drop the tiles to arrange the order of the appearance.
As you can see, there are various ways to suppress the tiles on the iPad app and the mobile apps to make the user experience a better one. Want to learn more about Mobile CRM? Check out our webinar on The Voice of the Customer: Understanding the Customer Experience on the Go.