{Dynamics 365 Quick Tip} Hiding Navigation Pane in forms exposed on Mobile (including Owner relationship)

Dynamics have evolved over the years and with time it has become a really vast tool. So many features are in there that we may not have used till now in all our projects. They are there though, sitting quietly and can do some pretty cool stuffs. But you remember them when you need them the most. Once such scenario, I am going to describe here.

So here I was working for a customer who wants to expose their CRM on mobile. We created separate forms for mobile, light-weight than the web versions and exposed them on mobile. However with the mobile real-estate being really less, customer wanted the navigation options to be hidden.

So it started, developers removed all the links in the navigation pane using form editor. And published the form.

Wouldn’t it be perfect. It should just work right. Sadly no. You may end up removing all but the nagging owner relationship (for user owned entities). And in mobile, it would just occupy the first tab.

image

Well, it won’t go, no matter how much hard you try, until you go to the Form Properties –> Display Tab –> Uncheck “Show Navigation”

image

Save and publish the form. And voila, it just works!

Hope this helps

 

Debajit Dutta (Dynamics MVP)

For training/ consulting please write to info@xmrforyou.com or visit us at www.xrmforyou.com

Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s