Additional controls for Dynamics 365 for phones and tablets

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Custom controls available

You can use a rich set of additional controls to create a more touch-friendly experience on Dynamics 365 for phones and tablets. These include sliders, switches, multimedia player, input masks, calendar, and other controls.

Note

You can use these additional controls only with the mobile apps. They aren’t supported in the web app.

To use these controls in the form editor:

  1. Double-click the field or list you want to add the control to.

  2. Click the Controls tab.

  3. Click Add control.

  4. Select the control you want and then click Add.

    Note

    Different controls are available depending on the field or list type. For example, slider controls might only be available for numerical or money fields, and the calendar control is only available for lists.

  5. Select the devices you want the control to appear on (phone, tablet, or both). Controls aren’t available for phone header fields.

  6. Configure the values for each property.

  7. Click OK when you’re done configuring the control.

    Following are descriptions for each control you can use on forms for Dynamics 365 for phones and tablets.

Calendar control

Use this control to configure forms so they show up as a calendar view in Dynamics 365 for phones and tablets. You can also use this control to replace dashboards, lists, or entity grids for phones and tablets.

Property Description
Start Date Define the start date and time of the item to visualize in the calendar view. The available values are any of the columns in this view of type date.
End Date Define the end date and time of the item to visualize in the calendar view. The available values are any of the columns in this view of type date.
Duration The duration in minutes. If you specify a value for End Date, Duration is ignored.
Description This is the caption you want to see for calendar items.

The minimum duration shown in the calendar is 30 minutes. Items with a duration less than 30 minutes will still appear as 30 minutes long.

The calendar control supports all date behaviors (User Local, Date Only, and Time-Zone Independent).

Timeline control

Provide a timeline of recent, relevant news articles and Twitter tweets for an account.

Property Description
CC_Timeline_Title Property to map for the title of each timeline item.
CC_Timeline_Title_Desc Description for Title.
CC_Timeline_Label1 Field to be displayed below the title of timeline item.
CC_Timeline_Label1_Desc Description for Label 1.
CC_Timeline_Label2 Field to be displayed after Label 1.
CC_Timeline_Label2_Desc Description for Label 2.
CC_Timeline_Label3 Field to be displayed after Label 2.
CC_Timeline_Label3_Desc Description for Label 3.
CC_Timeline_Label4 Field to be displayed after Label 3.
CC_Timeline_Label4_Desc Description for Label 4.
CC_Timeline_Label5 Field to be displayed after Label 4.
CC_Timeline_Label5_Desc Description for Label 5.
CC_Timeline_Timestamp Field to use for sorting timeline in reverse chronological order.
CC_Timeline_Timestamp_Desc Description for Timestamp.
CC_Timeline_Group Field to map for grouping timeline.
CC_Timeline_Group_Desc Description for Group field.
CC_Timeline_GroupOrder Order of the group the item belongs to relative to other groups (assign values 1, 2, 3, and so on for groups to be displayed). The group will be displayed in ascending value of group values assigned.
CC_Timeline_GroupOrder_Desc Description for Group Order field.
CC_Timeline_URL URL field to map for displaying the URL of each timeline item.
CC_Timeline_URL_Desc Description for URL field.
CC_Timeline_ThumbnailURL Field to map for thumbnail of image/icon to display for each item.
CC_Timeline_ThumnailURL_Desc Description for the ThumbnailURL field.
CC_Timeline_Filter Field to map for timeline filter.
CC_Timeline_Filter_Desc Description for Filter.
CC_Timeline_Footer Web resource to display as the footer of the timeline.
CC_Timeline_Footer_Desc Description for Footer field.

Linear slider

The linear slider control lets your users input numerical values by dragging a slider and also provides an option for typing in the quantity. The slider provides whole number input and display only. Use this control for any numerical or money field.

Property Description
Max Set the maximum value to display on the slider.
Min Set the minimum value to display on the slider.
Value The value to display on the slider.
Step Set the amount to add or subtract from the current value when entering data with this control.

Option sets

The option set control presents a set of choices for your users to choose from when entering data. Use this control for option sets with two or three choices only.

Property Description
Field Shows the field that the control is mapped to.

Flip switch

The flip switch is like an on/off switch, providing a choice between two values.

Property Description
Field Shows the field that the control is mapped to.

Star rating

Use the star rating to provide a visual representation of a rating. The maximum number of stars you can set is five. You can use this control for whole numbers only; it can’t accept decimal values.

Note

Be sure to select the Hide on web option for this control.

Property Description
Max Select the maximum number of stars for the control from the dropdown list.

Radial knob

The radial knob provides a way for users to enter data by sliding the knob, and shows up on the screen as a circle. The radial knob control provides whole number input and display only. Use this control for any numerical or money fields. You can use touch to change the value, or you can use the keypad to focus on the number and edit it.

Note

This control isn’t supported on Android 4.2 and 4.3 devices. It impacts the scrolling experience on those versions.

Property Description
Max Set the maximum value to display on the gauge.
Min Set the minimum value to display on the gauge.
Value Get or set the value to display on the gauge.
Step Set the amount to add or subtract from the current value when entering data with this control.

Website preview

Use the website preview control to map a URL field and show a preview of the website.

Important

By enabling this control, you consent to allow your users to share certain identifiable device information with an external system. Data imported from external systems into Customer Engagement are subject to our privacy statement at Microsoft Privacy and Cookies.

Privacy notices

Property Description
Field Shows the field the control is mapped to.

Bullet graph

The bullet graph control displays a single key measure with a comparative measure and qualitative ranges to instantly signal whether the measure is good, bad, or in another state. Use this control in dashboards for any numerical or money field. For example, you can map the value to actual revenue and the target to estimated revenue to visualize actual versus estimated revenue.

Property Description
Max Set the maximum value to display on the graph.
Min Set the minimum value to display on the graph.
Good Set a value that’s considered good for the measure (optional).
Bad Set a value that’s considered bad for the measure (optional).
Value Shows the field that the control is mapped to.
Target Map this to the field you want to compare the value with. For example, if Value is mapped to Actual Revenue, you can map Target to Estimated Revenue, or you can provide a static value.

Pen control

Use the pen control to capture written input such as signatures.

Note

The minimum recommended Maximum Length specified for the field this control maps to is 15000.

Be sure to select the Hide on web option for this control.

Property Description
PenMode Specify PenMode!Draw, PenMode!Erase, or PenMode!Select to determine what happens when a user drags a pointing device in a pen control.

Auto-complete

The auto-complete control filters an item list as you type and lets you select a value from the drop-down list. For example, you can use this control to let users choose from a dropdown list of states or countries/regions. This control maps to a Single Line of Text type field.

Property Description
Field Shows the field the control is mapped to.
Source Set the source for the data (Grouped Options, Option Set, or View).
Option Set Select the option set for this field.
View Select the entity and view for this field.
Field Select the field of the view’s primary entity to use as the data source.

Multimedia

You can embed videos to provide a richer customer experience for sales and field people on the go. Use this control to map to a URL field that contains the audio or video link to play in the control.

Note

This control is supported on Android versions 4.4 and later.

YouTube videos aren’t currently supported on Windows 8 and Windows 8.1 tablets and phones. On Windows 10, only HTTPS videos (including YouTube) are supported.

Supported media types include:

  • Streaming MP4 files

  • YouTube videos

  • Azure media

  • Audio streams

    Privacy notice

Property Description
Media Enter the URL of the media to play in this control.

Number input

Use the number input control to help users enter data quickly. Users only have to tap the plus and minus buttons to change a numeric value in increments you set. Use this control for any numerical or money field. Users can also type a number directly into the field. This field is only supported in edit mode.

Property Description
Step Set the amount to add or subtract from the current value when entering data with this control.
Field Shows the field the control is mapped to.

Input mask

With the input mask control, you set the formatting for a field like phone number or credit card to prevent entering invalid data. For example, if you want users to enter a United States phone number in the format +1-222-555-1011, use the input mask +1-000-000-0000.

Property Description
Mask Enter the mask to use for validating data as users enter it. You can use a combination of the following characters for the mask:

0 – Digit

9 – Digit or space

# – Digit, sign, or space

L – Letter

I – Letter or space

A – Alphanumeric

A – Alphanumeric or space

< – Converts characters that follow to lower case

> – Converts characters that follow to upper case

| – Disables case conversion

\ – Escapes any character, turning it into a literal

All others – Literals
Field Shows the field the control is mapped to.

Linear gauge

The linear gauge lets your users input numerical values by dragging a slider instead of typing in the exact quantity. The slider provides whole number input and display only. Use this control for any numerical and money fields.

Property Description
Max Set the maximum value to display on the gauge.
Min Set the minimum value to display on the gauge.
Value Get or set the value to display on the gauge.
Step Set the amount to add or subtract from the current value when entering data with this control.

Arc knob

The arc knob provides a way for users to enter data by sliding the knob, and shows up on the screen as an arc. The arc knob control provides whole number input and display only. Use this control for any numerical and money fields. You can use touch to change the value, you can also focus on the number and edit it using the keypad.

Note

This control isn’t supported on Android 4.2 and 4.3 devices. It impacts the scrolling experience on those versions.

Property Description
Max Set the maximum value to display on the gauge.
Min Set the minimum value to display on the gauge.
Value Get or set the value to display on the gauge.
Step Set the amount to add or subtract from the current value when entering data with this control.