Scenario 1

Roy is the CRM administrator at Acme Ltd. He wants to explore the mobile capabilities that are available, preview the account entity form, and check the look and feel of the form in Microsoft Dynamics CRM 2016 mobile and tablet applications.

The following steps are required for the CRM administrator:

1. Navigate to Settings | Customizations | Customize the System:

2. A popup window will open with all the customization components of the system (Solution: Default Solution). Expand the entities. Select Account and pick Forms:

Note

Note:Default Solution is a container containing all the customization elements and code elements that are configured in the CRM system.

3. Double-click the Information form to open it with a form editor:

4. Note that there is a Preview button available. Click on it to expand it, select Mobile Client, and you will be presented with two options—one for Tablet and another for Phone:

5. Pick Tablet experience. The following screen will be presented across to you while the preview...