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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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by:Chinmay Patel
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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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by:dmaslen
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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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by:Chinmay Patel
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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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by:dmaslen
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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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Chinmay Patel earned 500 total points
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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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by:dmaslen
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Hi Chinmay,

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

Cheers,

Dave
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by:Chinmay Patel
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Do consider performance cost tho.
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by:dmaslen
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The cost of performance vs. the cost of purchasing a 3rd party plug-in is worth it. :)

Cheers,

Dave
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by:Chinmay Patel
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:) 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
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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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by:Chinmay Patel
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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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