One of the added bonuses of Dynamics CRM is it ability go where you go! with the Spring ' waves Update, you can now download CRM to your tablet with Windows 8.1. If you currently has the CRM for tablets installed, make sure to uninstall it before beginning and completing these steps .
1. The Tablet app for Windows 8.1 is simply named Microsoft Dynamics CRM.
2. The Tablet app for Windows 8 are labeled as Microsoft Dynamics CRM for Windows 8.
3. After installing the receive this message:
4. You'll need to follow these steps to modify your registry and add keys.
Note:as always, back up your registry first.
Using Regedit
- Start Registry Editor.
- Before making changes to your registry, your should make a backup. Click or tap File > Export and Enter your settings.
- Locate the following registry subkey:HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVersion\Policies
- Right-click or tap policies, point to New, and then click or tap Key.
- Type Packages, and then Press ENTER.
- Right-click or tap Packages, point to New, and then click or tap Key.
- Type Applications, and then save the text.
- Right-click or tap applications, point to New, and then click or tap DWORD (32-bit) Valu E.
- Type Enabledynamiccontenturirules and then save the text.
- Right-click or tap enabledynamiccontenturirules, and then click or tap Modify.
- Type 1 in the Value Data box, and then click or tap OK.
- Right-click or tap applications, point to New, and then click or tap Key.
- Type Contenturirules, and then save the text.
- Right-click or tap contenturirules, point to New, and then click or tap String value .
- Type 1, and then save the text.
- Right-click or tap 1, and then click or tap Modify.
- Type your CRM organization ' s URL in the Value Data Box (for example, https://contoso.com), and then click or tap OK.
- Exit the Registry Editor.
5. Now your URL should successfully connect. Note: Ensure you don't have a '/' (slash) at the end of the URL.
6. On the OAuth screen, successfully log in if OAuth isn't configured.
7. If So, click Cancel and you should is presented with the ADFS login:
8. The metadata sync would run for a few minutes. Go get a cup a coffee and it should be do when you return.
9. After completion of the metadata, sync you'll be to the Tablet dashboard which is the Sales dashboard.
Start enjoying new features such as sign-out and reconfigure.
If you is looking for more information in other Spring ' Wave topics, look to these great resources:
Happy CRM ' ing!
Spring ' Wave update:installing Dynamics CRM on Tablets for Windows 8.1