MOCA Client Enhancements

MOCA is a native tablet client for CRM. With this new version of Dynamics CRM comes more enhancements to the mobile client including offline data entering capabilities, users may sometimes find themselves in a situation where their device is offline where internet connection is not available for that we can create and update entity records in draft mode while offline; these will be synchronized to the server when we connect. All the records created or updated in draft mode are available in the Draft Records area.

Multiple dashboards

Another enhancement in MOCA allows us to add any number of dashboards from the system or personal category. Previously, only the sales dashboard was exposed, but now we can add any type of dashboard whether personal or system. We can also pin dashboards to the home page.

To make any dashboard available for mobile and tablet clients, we can edit its property and can set Availability options as in the following screen.

Was this article helpful?

No 0