Mobile Application

The Unified Interface within Dynamics 365 CE expands its capabilities to give users a seamless experience across desktop and mobile. Seamless is a word often used to describe many things within technology, and in this case it reflects the ability to allow

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Mobile Application The Unified Interface within Dynamics 365 CE expands its capabilities to give users a seamless experience across desktop and mobile. Seamless is a word often used to describe many things within technology, and in this case it reflects the ability to allow a user to use the same thought process whether using the application on a desktop, laptop, or mobile device. This is important because, as a result of restrictions on the number of fields and sections, forms within Dynamics 365 CE previously had to be designed separately depending on the device being used. This will no longer need to be the case with the Unified Interface, which will load forms optimally depending on the screen size of the application. This functionality gives the application some distinct advantages. It means that, within the Unified Interface, the user experience is the same in any single form factor whether the application is being used on the web (using different screen sizes, the tablet, or the phone) or in a mobile application. User experience is very important across software development and usage. It often determines how much a user enjoys using the application and has a direct influence on their being able to perform an activity within the application, despite user experience being a difficult concept to measure consistently. What can be said to be consistent is that the Dynamics 365 CE application has a single user experience across all the devices it is used on. It has the same UI and, where possible, the same controls; if not, they are optimized to make usage easier (e.g., buttons easy to use with fingers, rather than a mouse click). For all of this, it is easy to ask what the advantage is of using the downloadable Dynamics 365 CE app versus using the browser on a mobile device. The mobile application has a strong roadmap of features. It is often used for mobile offline use, which is not possible via the web application. This is particularly useful in scenarios where the sales team is traveling and want to update their appointments or review Dynamics 365 CE data without a guaranteed connection. Offline features will be returning to the application in the future and so won’t be covered in this edition of the book. The downloadable app also offers an improved experience when switching between other apps on the mobile device, such as Microsoft Outlook, and provides additional unique features, such as

© Sarah Critchley 2018 S. Critchley, Dynamics 365 CE Essentials, https://doi.org/10.1007/978-1-4842-3973-5_6

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Chapter 6

Mobile Application

pinch and zoom, easier-to-use navigation, and dedicated system settings. It is, however, personal preference and functionality-based decisions that push users toward using the downloadable app on Windows, iOS, or Android devices or simply using the web browser. There are specific requirements for the application to run on phones and tablets, which can be found in official Microsoft documentation, referenced in the “Further Reading” section at the end of this chapter.

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