Add Custom Controls in CRM Online

System Administrators can add Custom Controls in MS Dynamics CRM Online with Update 1 for 2016. There a 15 new controls available to use for the CRM Phone and Tablet App.

In my previous post I talked briefly about the ability to add Custom Controls for use with the MS Dynamics CRM Phone and Tablet app’. In this post I will quickly show you how to locate and use these controls.

Before we get started, if you are working in solutions, you may want to create a new one, if so navigate to; Settings > Solutions > and click “New” to add a solution in CRM. Then add the Lead entity as used in this example (or the entity you wish to work with).

Please Note: With CRM 2016 you will need to select the assets to include in your solution, you can choose to “include all assets” if you wish to.

To add a custom control for an option set in the Lead form, please use the following navigation steps;

  1. Navigate to the lead entity in your solution (see above).
  2. Open the main “Lead” form, or alternatively navigate to the field list associated to the entity.
  3. Double-click the field or list you want to add the controls to; in this example we have used the “Preferred” field (preferredcontactmethodcode).

    Leadform1

  4. Click the Controls tab, then Add Control.

    leadfiedlproperties.jpg

  5. Select the control you want to use, (in this example – option set) and then click Add.

    leadoscontrols.jpg

    Please Note: Different controls are available depending on the field or list type. For example, slider controls might only be available for numerical or money fields.

  6. Select the devices you want the control to appear on (i.e. phone, tablet or both), then click “OK”. Alternatively you can choose to “Cancel” the configuration changes.

    leadaddcontrols.jpg

    Please Note: Controls are not available for the phone header at this time. There may be additional steps to configure values based on the type of control.

  7. Save the form and click Publish.
  8. You should now be able to check your changes in the CRM Mobile App.  Sign in to the app on your device , there should be a notification when you connect to your organisation, (like the one below). Then click Download.

    synccontrols

Navigate to a lead record and you should see the field displayed using the new custom control selected as per the example from the mobile app’ below.

leadcontrolsmob

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