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Dynamics CRM 2011 Mobile Express

Posted on 2011-03-03
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Last Modified: 2012-08-13
I'm wondering if anyone might know how to change the default view of a related entry on the mobile view from Dynamics CRM 2011? Any related entities show up using the default "Active" view for the related entity.  

For example, if I have an entity (projects let's say) that is related to Accounts, and I enable the mobile views, then both show up on the PDA. Under the Accounts form, I see a related entry for Projects. However, the default view that it uses is "Active Projects". I was hoping I might be able to show both active and inactive projects, but I'm not sure if I can change the default view.  

I imagine there is an XML file somewhere that could be edited to allow this to happen, however, I can't find it.

Any leads?

Cheers,

Dave
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Question by:dmaslen
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Expert Comment

by:Chinmay Patel
ID: 35325517
Hi dmaslen,

You could just edit the Active Projects view and it should reflect the changes you are looking for. You can do it form Advanced Find itself.

Regards,
Chinmay.
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Author Comment

by:dmaslen
ID: 35325563
Chinmay,

If I change the Active Projects view, this will be reflected in both the application (web and outlook) and mobile express. I don't want it changed in the application.

I only want to customize the view being pushed out to mobile express. That is the challenge.

Cheers,

Dave
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LVL 27

Expert Comment

by:Chinmay Patel
ID: 35325677
Hi Dave,

Oh!!! That'd be a tricky one. I don't think that would be possible in a straight forward manner.
How critical this is for your current implementation?

Regards,
Chinmay/
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Author Comment

by:dmaslen
ID: 35325824
Hi Chinmay,

It is not the end of the world if I can't do this, but it would be nice to be able to customize the mobile views separately from the application views.

I figured it wouldn't be an easy fix. I thought maybe there was a way to edit the XML for the mobile view.

Cheers,

Dave
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Accepted Solution

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Chinmay Patel earned 500 total points
ID: 35325954
Hi Dave,

Hmmmm.. I was ... wondering [I love and kindda specialize in Hacks like this.. but requires a lot of effort sometimes], how about if you could determine if the call is coming from a mobile device... you could... intercept the query[savedquery] and
when it is being retrieved you will replace the query with your own query... how about that?

Regards,
Chinmay.
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Author Comment

by:dmaslen
ID: 35326087
Hi Chinmay,

That makes sense to me, and would serve the purpose nicely.

Cheers,

Dave
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LVL 27

Expert Comment

by:Chinmay Patel
ID: 35326640
Do consider performance cost tho.
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Author Comment

by:dmaslen
ID: 35332536
The cost of performance vs. the cost of purchasing a 3rd party plug-in is worth it. :)

Cheers,

Dave
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LVL 27

Expert Comment

by:Chinmay Patel
ID: 35333164
:) ahaha... I totally agree with you but I was thinking... we could give it some more thought and come up with something even better and managable. But I don't have access to a CRM 2011 environment so it is difficult to come up with a practical solution[without R&D I can't make it].

Regards,
Chinmay.
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Author Comment

by:dmaslen
ID: 35335883
I'm wondering if 4.0 with the Mobile Express add-on is similar to 2011. I bet it is, so you may be able to test on a 4.0 deployment with the Mobile Express add-on?

They integrated Mobile Express in to 2011, but I honestly don't know how much they changed.

I unfortunately, don't have a 4.0 deployment to test antmore. :)

Dave
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LVL 27

Expert Comment

by:Chinmay Patel
ID: 35336970
No.. This is client environment.. I can't do anything here..maybe I can try once I'm home. In the mean time you can try building the plugin.
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