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Microsoft Dynamics CRM Online Data Display Problem on iPad

Microsoft Dynamics CRM Online Data Display Problem on iPad

We recently had a CRM online customer describe a "display problem" when using the Microsoft Dynamics iPad app to view CRM records.  When he opened a lookup field on an Opportunity record, the iPad showed possible record suggestions in a black bar running across the screen.  This is the expected behavior on the form. While the list of items showed 3 slots for field data, only the top one showed text, and the other two showed up as two hyphens instead of actual field data - like this:   "--"

After considerable testing and review, we found three things were needed to fix the "display" issue:

1. Recreating the Default Lookup View for the entity - removing the columns and putting them back.

Opp lookup view

2. Enabling the Opportunity entity for both "mobile" and "crm offline data."

enable entity mobile offline

3. Ensuring that the first three columns in the Lookup View were populated with data - as these are the fields displayed the iPad lookup selections.

lookup view 1st three fields

Hope this helps if anyone else sees a similar problem in the MS Dynamics CRM app on iPad.

Beringer Associates is always here to provide expert knowledge in topics like these. Please contact us with any questions you may have.


theProfessor

theProfessor

Rob is the CTO of Beringer Technology Group, and focuses his efforts on software development, cloud engineering, team mentoring and strategic technical direction. Rob has worked with Beringer since 2005, and has influenced every department from Development, Security, Implementation, Support and Sales. Rob graduated with his MBA from Rowan University in 2012, earned his Bachelors of Computer Science in 1997, and is current with several Microsoft technical certifications. Rob is very active, and loves to mountain bike, weight train, cook and hike with his dog pack.