In this mobile world where more and more users prefer to work solely on mobile devices its desirable to be able to send links to each other that opens directly in the mobile client (not the web client)
In CRM 2016 you can use the new application handler for CRM mobile clients to directly link to CRM forms, views, and dashboards from external applications so that when you click on the link in an external application, the target element opens in CRM for phones or CRM for tablets. You can also open an empty form for creating an entity record.
If you are already signed in to your CRM instance in CRM for phones or CRM for tablets, the target record is displayed in the mobile client when you click the link in external application. Otherwise, you’re prompted to sign in to your CRM instance in the CRM mobile client, and upon doing so, the target element is displayed. You must have CRM for phones or CRM for tablets installed on your mobile device to use this feature
On my tablet in my CRM for Tablets app I navigate to a dashboard I’d like to share with a collegue
I swipe up from the bottom to see the commands available and press “Share Link”
A task pane flows in from the right and offers me to share the link via mail (and more). I click “Mail”
The Mail app kicks in with a mail prepopulated with the deep link to the dashboard in the CRM for Tablets (and the web link if needed). I can type a few sentences and send the mail.
On the recipient side the recipient receives the mail in his/her email app on the tablet
Note that the link contains the ID for the dashboard (read more here “Open forms, views, and dashboards in CRM mobile client with a URL” – link)
Clicking the links prompts a dialog asking if you want to switch apps (from the Mail app to the CRM for Tablets app)
Clicking yes opens the CRM for Tablets app…
… with the dasboard
One step closer to a fully mobile experience.
- CRM for Tablets on iTunes – link