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Dynamics 365 for Phones - Dashboard view showing different fields on mobile than desktop

  • 1.  Dynamics 365 for Phones - Dashboard view showing different fields on mobile than desktop

    GOLD CONTRIBUTOR
    Posted Jan 21, 2021 02:41 PM
    Hello everyone,
    Wondering if anyone experienced this...
    I have configured My Open Opportunities Dashboard for both desktop and Mobile and installed Dynamics 365 for Phones. On the App the dashboard shows all the tiles/charts as designed and expected, except the My Open Opportunities List (from a Tile). According to the My Open Opportunities View, the list is supposed to have the first two fields showing (by the way I did enable the view for Mobile),but it does not, it shows two different fields. In the desktop version, the Dashboard shows the Card form for each Opportunity in the list (expected). I do not have any views with the first two fields - topic and Date...which are showing in the Mobile App Dashboard.... Not major, but this has been bugging me for a while...

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    Emilia Scott
    Data Architect
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  • 2.  RE: Dynamics 365 for Phones - Dashboard view showing different fields on mobile than desktop

    TOP CONTRIBUTOR
    Posted Jan 25, 2021 04:24 PM
    Emilia -

    When your list shrinks down to that card view, you will see 3 fields representing the first 3 columns of the view selected with one caveat....the first field shown will always be the record name.  I believe the "Topic" is the name field in the Opportunity entity so that would be why it is showing first.

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Original Message


  • 3.  RE: Dynamics 365 for Phones - Dashboard view showing different fields on mobile than desktop

    GOLD CONTRIBUTOR
    Posted Jan 25, 2021 05:03 PM
    Thank you Jill,
    Yes, indeed - the Topic shows first - which is what I need, but the second field is a date field and I have a different type of field as the second field in all my views....

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    Emilia Scott
    Data Architect
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    Original Message


  • 4.  RE: Dynamics 365 for Phones - Dashboard view showing different fields on mobile than desktop

    TOP CONTRIBUTOR
    Posted Jan 26, 2021 04:18 PM
    Look for a view that has the date first - since it will automatically insert the topic first, it could be using a view that has the date first, not topic then date.

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
    ------------------------------

    Original Message


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