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Troubleshooting and things to know about CRM for phones

 

Applies To: Dynamics CRM 2013

The following are known limitations and known issues with Microsoft Dynamics CRM for phones.

Windows Server 2012 R2 required for multi-factor authentication (MFA) with Microsoft Dynamics CRM 2013 (on-premises) mobile apps

For on-premises deployments, Microsoft Dynamics CRM web application and mobile clients are capable of multi-factor authentication (MFA) using Windows Server 2012 R2 or another authentication provider that supports MFA. Using MFA can help make client authentication more secure.

Notice that using MFA requires that the device, operating system, and web browser are all MFA-capable. We recommend that you thoroughly test your MFA-capable devices running Microsoft Dynamics CRM to verify that your environment works correctly before deploying in a production environment. More information: Overview: Manage Risk with Additional Multi-Factor Authentication for Sensitive Applications.

Redirected URLs do not work when you configure CRM for tablets or CRM for phones

URLs that redirect, such as IIS host headers or link-shortening websites such as tinyurl or bitly, do not work when you use the URL in the CRM web address field with Microsoft Dynamics CRM for tablets or CRM for phones during configuration.

For example, an https://www.contosocrm.com host header for a Microsoft Dynamics CRM (on-premises) website URL that is actually https://crm.contososerver001.com, will not work and will display an error message. To work around this behavior, you must enter the actual web address for the Microsoft Dynamics CRM Online organization or Microsoft Dynamics CRM server (on-premises).When this issue occurs and you have enabled logging, the information logged is similar to the following. Notice that the URLs in lines 2 and 3 are different. That difference indicates a redirected URL.

  1. User entered URL: https://URL_entered

  2. Constructed server URL: https://URL_after_CRMforTablets_processing

  3. HTTP Response location: https://URL_that_the_response_came_from

To enable logging, see Enable tracing for CRM for tablets.

Changes in the web application aren’t changed in CRM for phones

For Windows Phone users, changes made in the web application may not appear when you use Windows Phone. To force the change to appear in Windows Phone:

  • For organization settings such as customization changes, clear the cache on your Windows Phone by tapping the gear icon and then tapping clear local cache.

    Organization settings are commonly managed using Microsoft Dynamics CRM > Settings > Administration.

  • For user settings changes such as language settings, you must uninstall and reinstall Windows Phone.

    User settings are commonly managed by clicking the gear icon > Options.

Furi-gana is not included on mobile forms

By default, Furi-gana (Yomi field) is not included on mobile forms. You can add the Yomi field by going to Settings > Customizations > Customize the System. Select the entity you want, and then click or tap Forms. Open up the mobile form and add the Yomi Account Name attribute to the list of Selected Attributes.

See Also

Set up CRM for tablets (for admins)
CRM for tablets: Set up and use
Set up CRM for phones (for admins)
CRM for phones: Set up and use

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