To allow for more convenience and accessibility, Dynamics 365 and PowerApps are available on mobile devices for iOS and Android. There are 3 mobile apps, Power Apps mobile app, the Field Service mobile app, and the Sales mobile app. These are useful for salespeople on the road, field service workers, and others who need quick and mobile access to Dynamics 365 and PowerApps.
It is important to note that the Power Apps mobile app is equipped for both Model Driven apps and Canvas apps.
This article explores the Dynamics 365 mobile support for DocumentsCorePack (DCP) across the three available apps. The DocumentsCorePack dialog operates to full capacity in all three, enabling users to generate and process documents within each app.
Prerequisites: You must have the mobile app(s) of your choice installed to your mobile device and connected to an environment.
Table of Contents
- Step-by-Step tutorial: Power Apps mobile app
- Step-by-Step tutorial: Field Service mobile app
- Step-by-Step tutorial: Sales mobile app
- Canvas Apps
Step-by-Step tutorial: Power Apps mobile app
The Power Apps mobile app allows users to run Model Driven and Canvas apps on their mobile device. The app also integrates the Field Service, Sales, Customer Service, and other hubs.
To access the DocumentsCorePack dialog, open the mobile app and then select the Sign in button, choose your account, and enter your password to access Dynamics 365 and Power Apps from your phone.
You will then view the homepage with all your apps. Select the Dynamics 365 app of your choice, which in this example will be the Sales Hub.
Open the side panel and select the entity and record of your choice. For this example, we will select Quotes and then the first quote record in the list.
On the record, select the More icon at the bottom right of the screen.
Select the Create Document button to open the DocumentsCorePack dialog.
The Dialog will operate as usual but may at times appear different from a UI perspective. However, the functionality is the same. Continue through the dialog as seen below, and you can have a choice to preview the document before finishing.
It is also important to note that One-Click-Actions (OCAs) work in the DocumentsCorePack dialog for mobile apps as well. This is done by clicking on an OCA in the second step of Figure 5 rather than choosing the Let me decide every step option.
Please note: You can also add OCAs directly from the DocumentsCorePack dialog by selecting the settings wheel icon in the dialog (Note: It is recommended to edit or create OCAs from a desktop PC though).
Step-by-Step tutorial: Field Service mobile app
As mentioned before, the Field Service mobile app is also compatible with DocumentsCorePack (DCP). To show how to access the DCP dialog from the app, we will go through an example. The goal will be to take responses from a work order inspection report and generate them into a pdf document.
Please note: This example uses a DCP template that pulls in responses from an inspection report. Click here if you would like to learn how to create this template.
To start, log into the Field Service App, navigate to Work Orders, and select a work order that has an inspection report associated with it.
Then select Tasks and open a completed inspection report listed below.
Select the More button followed by the Create Document button. This will open the DocumentsCorePack dialog.
Proceed through the dialog as normal and preview the document at the end to ensure all is correct.
Below you can view a sample completed document.
Step-by-Step tutorial: Sales mobile app
In the Sales mobile app, we will use the DocumentsCorePack dialog to generate a quote document for an opportunity.
To start, open and log into the Dynamics 365 Sales mobile app.
Open the Sales Hub from the list of available apps, select the More option on the Homepage, and then select Opportunities.
Open an opportunity, select the More option on the opportunity, and then press the Create Document button to open the DocumentsCorePack dialog.
Navigate through the DocumentsCorePack dialog as normal.
Preview your generated document.
Canvas Apps
In addition, you can equip Canvas Apps with document generation capabilities. Canvas Apps are apps that can be easily designed by dragging and dropping elements rather than writing code.
You can run both Model Driven Apps and Canvas Apps from the PowerApps mobile app.
This is useful so that field workers, sales teams, and service professionals can generate documents on the go and engage in field service sign-off apps, quoting apps, etc. without needing access to a computer.
Find additional information on equipping Canvas App with document creation here.
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