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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.

tips-and-tricks

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.

Testing CRM Forms

Here’s the Tablet View:

Testing CRM Forms

Here’s the Phone View:

Testing CRM Forms

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!

Happy CRM’ing!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.