With Dynamics CRM 2016, Microsoft has targeted delivering a seamless user experience across mobile devices, including tablets and phones, in a “configure once, deploy everywhere” model. New features on the CRM Mobile and Tablet app include Mobile offline support, Document Management, support to Web Resources and IFRAME and a modern mobile friendly experience using custom controls.

Controls available per attribute type

There are altogether 15 new UI controls that can be bound to data fields through configuration. These controls are only available on the CRM Phone and Tablet app at this stage. The various attribute types and the available controls for each attribute type are listed below.

Available ControlsAttribute TypeImage
CalendarOnly applicable at an entity level. Entities can either be displayed as a List/Form or as calendar entries.calendar
Auto CompleteSingle Line of Textauto complete
Input MaskSingle Line of Text
Email

URL

Phone
input mask
Pen ControlMultiple Line of Textpen control
Multimedia ControlURLmultimedia control
Website PreviewURLwebsite preview
Option SetOption Setoption set
Arc KnobWhole Number

Float

Currency

Decimal
Arc knob
Bullet GraphWhole Number

Float

Currency

Decimal
bullet graph
Linear GaugeWhole Number

Float

Currency

Decimal
linear gauge
Linear SliderWhole Number

Float

Currency

Decimal
linear slider
Number InputWhole Number

Float

Currency

Decimal
number input
Radial KnobWhole Number

Float

Currency

Decimal
radial knob
Star RatingWhole Numberstar rating
Flip – SwitchTwo Optionsflip switch

Considerations for Client Side Scripting

The custom controls support all client APIs supported by CRM controls. There is an exception to the following methods:

Auto-completion – The auto-completion methods are newly defined methods with CRM 2016. This is a commonly requested feature by customers, and I’m happy that Microsoft has released client APIs for auto-completion. Since ‘Auto Complete’ custom control is already available for ‘Single line of text’ fields, this nullifies the impact of the non-availability of the client API.

getValue – This method gets the latest value as the users keep typing. This validates the data and alerts the user as they type characters in a control. This will be used on the Single Line of Text, Multi line of text, URLs and Email fields. Controls such as Input Mask, Multimedia Control, Website preview, Pen Control will not work on the CRM Phone and Tablet app when this client API is being used on those appropriate fields.

Keypresss –This method helps the user perform data validation on the control even before the record is saved and as the user starts keying in text. None of the controls available for input fields will work on the CRM Phone and Tablet app when Keypress client API is used.

Lookup controls and methods – Does not impact the users as there are no custom controls available for lookups.