Tuesday, 30 August 2011

Changing Columns in Mobile Express Views

Just an incredibly quick post to point out that when using Mobile Express, the Mobile views will always reflect the core views within Dynamics CRM, and will display the first two columns.

In the example above, the "My Active Accounts" view shows Account Name and Main Phone and we need to displaye the City instead. To change the columns displayed you will need to change the "My Active Accounts" view for all users, change the order of the columns, publish and you will then see your desired columns within the Mobile Express client.

So remember to take into consideration which columns are important to your mobile users and make sure that these are always the first two columns within the standard views.

If you need more functionality however, consider using a third party mobile solution such as CWR Mobility.

See you with more posts soon.

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