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Selecting starting point for native mobile app customization

  • 1.  Selecting starting point for native mobile app customization

    Posted Mar 17, 2019 03:51 PM
    I'm getting started with mobile app customization.  Initially, we'd like to play around with the native experience before exploring a custom mobile app (using the MSFT framework) or a separate custom app entirely (not desired at this time).  That said, when I'm on my desktop, I see all of the following - image.png
    However, when I'm on my iPhone using the native Dynamics 365 app (deleted and reinstalled to make sure I had the latest), after connecting to the Sandbox URL, I see only the following two options.  
    image.png
    Which is the native/vanilla/OOB one?  I was thinking I'd see something corresponding to the top right in the tiles in the first screenshot ("Dynamics 365" straight up).  I'm guessing I'm missing something basic, but I thought I had seen the basic/regular option before we upgraded to 9.0.

    Using the Customer Service Hub doesn't make sense for our organization because we're looking for Accounts, Contacts, Opps, and one custom entity....the focus of the Customer Service Hub isn't aligned.  So, is there another option I'm missing or is it best to start from scratch?

    Thanks!
    Cherish



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    Cherish Orozco, CRM Consultant
    HITT Contracting Inc
    Falls Church VA
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  • 2.  RE: Selecting starting point for native mobile app customization

    TOP CONTRIBUTOR
    Posted Mar 18, 2019 12:31 PM
    @Cherish Orozco - The Dynamics 365 Mobile App uses the new Unified Interface for the interaction. If you are trying to compare the UI experience between the mobile app and the browser, then you need to ensure you are using the Unified Interface in the browser as well.

    Also, the menu navigation is controlled by the Site Map within the model-driven app under customizations. This is also where you will define which forms, views, dashboards, etc. are made available within the app.

    You will need to think (roughly) about Dynamics 365 in this way: The foundational layer is the Common Data Service. On top of this is the ​Dynamics 365 application solutions. On top of that is the model-driven apps.

    The native model-driven apps are the Customer Service Hub, Sales Hub, etc. However, you can create your own app to meet your specific business needs. You can even use an existing model-driven app as your starting point and then customize from there.

    You can check out my article on how to create these custom apps. While the article is from 2017, and some small things have changed (such as the wording from "apps" to "model-driven apps"), the premise is still the same.

    https://www.crmsoftwareblog.com/2017/12/designing-a-custom-app-for-dynamics-365/

    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    CRMUG Summit - Post


  • 3.  RE: Selecting starting point for native mobile app customization

    Posted Mar 18, 2019 04:21 PM
    Thanks for your response @Aaron Back, MCSE.  I appreciate the breakdown in structure.  I was thinking there would be like a generic all-in-one app you could customize vs. the model driven ones.  Even if there was a more generic all-in-one, it'd likely have too much in it and would require stripping things out.  I'll take a look at modifying one of the existing model driven apps, but I suspect we'll start from scratch with our own app - focusing on just a few entities and user mobile use cases.  I'm appreciative of the guidance within the article you linked to for that as well.  Much appreciated.  ​

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    Cherish Orozco
    HITT Contracting Inc
    Falls Church VA
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  • 4.  RE: Selecting starting point for native mobile app customization

    TOP CONTRIBUTOR
    Posted Mar 19, 2019 09:39 AM
    I have had good luck with making a copy of one of the new apps as a starting point for building our own. Generally speaking, they're about 60-80% of what we need anyway, which really reduces the scope of work to make it unique to our clients.

    Of course, if you're working in a process that is more XRM and not the traditional sales/service flows CE supports, that might not work very well.

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    Wayne Walton
    CRM Practice Lead
    DXC Technology
    Atlanta GA
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  • 5.  RE: Selecting starting point for native mobile app customization

    TOP CONTRIBUTOR
    Posted Mar 19, 2019 09:40 AM
    Hey @Aaron Back, MCSE can you tell me how to update the custom URL for the app I created?​ I created it with a silly name (testing...) and now it is the app I want to use but I cant figure out how to change the URL.  Thanks you so much!  Laura


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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 6.  RE: Selecting starting point for native mobile app customization

    TOP CONTRIBUTOR
    Posted Mar 19, 2019 03:45 PM
    @Laura Mortick - Sure. They put this option in a rather odd place. ​​

    Navigate to the "My Apps" area under "Settings".
    Click the 3 dots in the corner of the app tile and select "Manage Roles"

    At the top of the side panel, click on "App URL Suffix". Then you can update the wording.



    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    CRMUG Summit - Post


  • 7.  RE: Selecting starting point for native mobile app customization

    TOP CONTRIBUTOR
    Posted Mar 19, 2019 03:57 PM
    @Aaron Back, MCSE thank you so much! Someone showed that to me one other time and I looked forever and could not find it!  Like you said, in a rather odd place :)​  Thanks so much! Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    ------------------------------

    CRMUG Summit - Post


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