Basic navigation on Dynamics 365 for phones and tablets

Use Dynamics 365 for phones and tablets to run customer engagement apps—such as Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Marketing—on your mobile device. To install the app, go to Install Dynamics 365 for phones and tablets.

You can run your Sales Hub app, Customer Service Hub app, and Dynamics 365 Customer Engagement (on-premises) apps on the Dynamics 365 mobile app. For more information, go to the following articles:

Note

For information about the following mobile apps, go to these articles:

Home screen

It's easy to get around in Dynamics 365 for phones and tablets. The following image shows the primary navigation elements on the home screen.

Navigation controls, expanded view

Legend:

  1. Site map: Open the site map to move between apps, get to your favorite and recently used records, access settings, and more.
  2. Search: Search for all records in the app.
  3. New: Create a new record, and quickly enter almost any type of information into the system.
  4. Search: Search for records in the current view.
  5. Show Chart: Show the list of records in a chart view.
  6. Task: Create a new task record.
  7. More: Access more commands such as adding activities, starting a task flow, using the assistant, and more.

Early access features

If you've enabled early access, you'll have a different navigation experience. This section describes the improved experience on form pages, including form tabs and subgrids.

Your administrator has to opt in to early access updates for your environment and then install the updates to get this feature. More information: Opt in to early access updates

Form page with tabs

When you're on a form page with tabs, you can scroll and span horizontally across the screen. When you select a tab, the header is adjusted so you can easily view the next few tabs.

Form pages with tabs

Add a new record on subgrids

On a subgrid with no records, you can now add a new record quickly.

Add a new record on a subgrid

More commands

You can easily see the commands on a subgrid that appear at the bottom of the screen.

More commands on subgrids

Search this view

When you're on a view, use the Search this view option to search the current view.

Search this view

Site map

On the home screen, select the site map Site map to access entities, favorite or most-used records, other apps, and settings.

This image demonstrates how to get to the site map

The following image shows the primary navigation elements on the site map.

Elements of the site map

Legend

  1. App selector: Open this menu to close your app and switch to another app.
  2. Home screen: Select this to go back to the home screen.
  3. Profile: Go to the Profile screen to sign out of or reconfigure the app.
  4. Recent records: View a list of records you were recently using.
  5. Pinned records: View and open your favorite (pinned) records.
  6. Entity navigator: This area lists the entities available in the app.
  7. Help: Access help content for more information about how to use the app.
  8. Offline status: Work with your data in offline mode, even when you don't have internet access. More information: Work offline on your mobile device
  9. Settings: Access settings.

Pin favorite records

The Pinned and Recent lists provide quick access to records that you've recently used or pinned to favorites. Use the Recent list to pin favorite records.

  1. On the site map Site map icon, select Recent Recent records.

  2. On the Recent records screen, select the pushpin Pinned favorites next to a record to add it to your favorites (pinned records).

  3. To view the newly pinned records, select Close Close button, and then select Pinned Pinned favorites.

    This image demonstrates how to pin favorite records

Unpin a record

  1. On the site map Site map, select Pinned Pinned.

  2. Select Remove Remove a pin next to a record to remove it from favorites (pinned records).

    This image demonstrates how to unpin a record

Change views

  • On the home screen, select the down arrow Change view next to the current view, and then select a new view.

    This image demonstrates how to select a different view

Add a record quickly

  1. On the home screen, select New Create record button.

  2. Fill in the fields, and then select Save. After the record is created, you can view the new record.

    Create a new record

  • To save and open the record that you created, select More More commands, and then select Save and open.

  • To save and create another record, select More More commands, and then select Save and create new.

    This image demonstrates how to save a record and open it, or save and create a new record

View commands for a record

  1. On the home screen, open a record.

  2. On the open record, select More to access more commands.

    This image demonstrates how to access more commands on a record

Edit a record

  1. On the home screen, open a record that you want to edit.

  2. Edit the record, and then select Save. To cancel your changes, select Discard.

    This image demonstrates how to edit and then save a record

Go back to the home screen

  • To get back to the home screen when you're in a record, select Back Back.

  • At any point, you can select and hold Back Back to go back to the home screen.

    This image demonstrates how to go back to the home screen by selecting and holding the back arrow

Sign out

On the site map Site map, select Profile Profile, and then select Sign out.

Reconfigure and clear cache

If you used the mobile app on a phone or tablet temporarily and want to remove all your cached data before giving the device to someone else, you need to reconfigure the app.

Reconfiguring deletes data and metadata for the current organization from the cache; however, don't rely on this as a security measure.

Make sure you use the Reconfigure option before you sign out. If you sign in to another organization but you wanted to delete data for the previous organization that you were signed in to, you'll need to sign back in to that organization and use the Reconfigure option to delete data and metadata for that organization from the cache.

To reconfigure the app, select the site map Site map, select Profile Profile, and then select Reconfigure.

Note

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