For today’s Friday flash tip, it’s all about testing CRM forms! Say you want to test your CRM forms on a mobile device. You can! Let’s take a look at how we accomplish this. For today’s example, we will be focusing on testing for Dynamics CRM 2016.
It’s easy to test what your forms will look like, even if you don’t have a mobile phone or table to test on.
On the form customization page, click Preview, then Mobile Client. From here you can select if you want to view a preview for a Tablet or Phone.
Here’s the Tablet View:
Here’s the Phone View:
That’s all for the blog today! CRM and mobile just go hand-in-hand. Check out the ways you can take your CRM mobile to learn more!