Limitations Of Microsoft Dynamics CRM Mobile App OOB

In Out-Of-the-Box aspect or feature particularly in software, is a feature of a product that works instantly after setting up without any configuration or alterations.

Every software in the market offers some set of aspects without any configuration and in the similar way Dynamics CRM offers you rich set of OOB features accessible without any customization and configuration, you can access these compliments and features as soon as you set up your CRM on appropriate deployment or online account.

Here are some drawbacks which need some attention while designing.

• System defined or default values for out of the box fields do not get populated.

• Out of the box correlated records filtering does not work in the mobile client. Special JavaScript has to be written to maintain it. work around should be done on this point.

• The default create form is the fast create form for the entity. So the fast create form needs to be immobilized for the entity to exhibit the entire create form according to the necessity.

• Lookups in mobile client all the time take the default lookup view for the entity even if a dissimilar view is configured for the lookup field from the form. In case if any filters are applied to the default lookup view the same will be applied to the view in the mobile client.

 • Out of the box carbon copy recognition rules also do not work properly in the mobile clients.

• Quick view forms are not supported

• The create form experience is confined to barely occupy only one third of the screen size. Because of this we have to avoid multiple fields on create form for good user experience.

• A tab at all times takes up its own room on the edit form even if there is nothing inside it. We may have a tab with 2 parts, each includes a sub grid on the web form. On the mobile form, it provides as a white box for the tab having 2 grids.