Transcript Internal Presentation Template NZ

Microsoft CRM Tablet App for
Dynamics CRM 2013
Travis Chen
Fujitsu
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
0
Copyright 2014 FUJITSU New Zealand Limited
Summary
 Hardware & Software Requirements
 Navigation
 Search
 Customisation
 Offline
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
1
Copyright 2014 FUJITSU New Zealand Limited
Support Device
 Windows 8.1 and Windows 8




OS: Windows 8.1 or 8
Processor: ARM-based
Memory: 1GB
Resolution: 1366 X 768 or higher
 Apple iPad
 Device: iPad 3 generation or later
 Screen: 9 inch or larger , iPad Mini not supported
 Android Tablet
 Device: Google Nexus 10, Samsung Galaxy Tab3, Asus tranfomer Pad,
Samsung Galaxy Note 10
 OS: Android 4.2, 4.3. Android 4.4 is not supported
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
2
Copyright 2014 FUJITSU New Zealand Limited
Support Deployment
 Microsoft Dynamics CRM Online Fall 2013
 Supported with both O365 and Live ID authentication
 Microsoft Dynamics CRM 2013 On-Premise
 Requires IFD (Internet Facing Deployment)
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
3
Copyright 2014 FUJITSU New Zealand Limited
Install
 Download and install from
 Windows Store
 App Store
 Google Play
 Multiple language supported based on device language
settings.
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
4
Copyright 2014 FUJITSU New Zealand Limited
Hybrid Architecture
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
5
Copyright 2014 FUJITSU New Zealand Limited
Administration
 Security Role Required – Use CRM for tablet
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
6
Copyright 2014 FUJITSU New Zealand Limited
Navigation - Dashboard
 Sales Dashboard
Support only one Dashboard – ‘Sales Dashboard’
No Personal Dashboard Supported
 Dashboard Design
Maximum 6 component
Only supports Charts and List, no web resource or iFrame
The default views of these component can be set
Layout is predefined
 Pin Dashboard – Pin both record and list
 Communication Card
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
7
Copyright 2014 FUJITSU New Zealand Limited
Navigation – Navigation Bar
 Available from top-left corner
 Displays all entities enabled for CRM for tablets
 Order based on Sitemap from Web Application
 Shown as a flat list without duplicates
 Custom entities will use a fixed custom
entity icon
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
8
Copyright 2014 FUJITSU New Zealand Limited
Navigation – Command Bar
 Based on command bar definitions from web application
 Commands can be hidden based on display rules
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
9
Copyright 2014 FUJITSU New Zealand Limited
Search
 Multi-entity Search
 Only available in CRM for tablets
 Searches across 10 entities (max)
 Uses the Quick Find View definitions for determining the fields
to search as well as the fields to display and the sort order.
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
10
Copyright 2014 FUJITSU New Zealand Limited
Customisation – Metadata Sync
 Download Metadata Changes
 Metadata initially retrieved when you configure the app
 Notified when customisations have changed
 Choose to download now or postpone
 Metadata check
 Metadata checked each time app is opened
 Or when app is inactive in background and reactive (if last check was
over 24 hours ago)
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
11
Copyright 2014 FUJITSU New Zealand Limited
Customisation - Entity Configuration
 Out of box limited set of entities are enabled
 The entities which are disabled out of the box, cannot be
enabled
 All custom entities can be enabled
 Lookup of entities which are not enabled, from a record which
is enabled , will show the data – but will not be clickable
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
12
Copyright 2014 FUJITSU New Zealand Limited
Customisation - Entity Configuration
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
13
Copyright 2014 FUJITSU New Zealand Limited
Customisation - Form
 CRM tablet uses main
form from Web Application
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
14
Copyright 2014 FUJITSU New Zealand Limited
Customisation - Extensibility
 Business Logic





Bound by client SDK (DOM customisation might not be supported)
Business Rules and Client API calls flow through
JavaScript bound to evens – supported
Web Resources – not supported
iFrames – not supported
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
15
Copyright 2014 FUJITSU New Zealand Limited
Customisation – SDK Supported
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
16
Copyright 2014 FUJITSU New Zealand Limited
Customisation – Command Bar
 Rendered from ribbon XML
 Some OOTB buttons are not visible
 Permission checks will be honoured
 Enable rules will be honoured
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
17
Copyright 2014 FUJITSU New Zealand Limited
Customisation – Server side
 Fully Supported
 Include both workflow and plugins
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
18
Copyright 2014 FUJITSU New Zealand Limited
Customisation - Developer Tips 1
 No Alert function. Use XRM.Utility.alertDialog and
confirmDialog to display message
 Below functions won’t work in CRM
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
19
Copyright 2014 FUJITSU New Zealand Limited
Customisation - Developer Tips 2
 Specify what code will run in CRM for tablets
 Specify what commands will display in CRM for tablet
 Xrm.Page.context.client.getClientState() – Check client state
i.e. online or offline.
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
20
Copyright 2014 FUJITSU New Zealand Limited
Customisation – Developer Tips 3
 Test scripts thoroughly using the web application.
 Test tablet flow using Xrm.Page.context.client.getClient and
verify that the logic is appropriate for the experience people
should have when using CRM for tablets
 Install CRM for tablets on a computer with Windows 8 and
Microsoft Visual Studio installed. Include debugger
statements where you want to launch the debugger using
Visual Studio.
 use Xrm.Utility.alertDialog to display values from your code
within CRM for tablets.
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
21
Copyright 2014 FUJITSU New Zealand Limited
Customisation Limitations
 Javascript web resources are supported
 iFrames will not be displayed
 Composite fields not supported
 5 tabs on the form
 75 fields on a form
 10 lists on a form
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
22
Copyright 2014 FUJITSU New Zealand Limited
Offline
 Read-only (no create or update capability)
 No full client data sync process (e.g. Outlook Client offline
capabilities)
 Manual Reconnect
 Not available for on-premise
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
23
Copyright 2014 FUJITSU New Zealand Limited
Offline
 Caching
 Records which you visit will be cached and available when
disconnected on these
 Cannot choose what to cache or schedule caching
 Data on these records will be from the time visited
 Timestamp is shown to the user at the bottom left of the screen
 Cache Priority




The records in cache are retained in the following order:
Pri 1 – Dashboard (lists) and Data for tiles (not every fields)
Pri 2 - Entity pages which are visited
Charts are not cached since they are aggregate data
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
24
Copyright 2014 FUJITSU New Zealand Limited
Other Consideration - Accessibility
 No support for tabbing through UI for forms
 No support for multi select
 No adjustable font size
 No screen reader
 No high contrast
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
25
Copyright 2014 FUJITSU New Zealand Limited
INTERNAL USE ONLY
FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE
26
Copyright 2014 FUJITSU New Zealand Limited