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Customize CRM for phones

You can select which entities are available to Microsoft Dynamics CRM for phones users. For each entity, you can define which attributes are available on the form for the entity.

Edit the entity to show or hide it in CRM for phones. For more information, see Create and edit entities in the Customization Guide.

Edit the mobile form to select which fields you want to display and in what order you want them to appear. For more information, see Create and edit mobile forms in the Customization Guide.

You can also define who has permission to use CRM for phones by setting the CRM for phones privilege. All default security roles include this privilege. If a user's security role gives them access to an entity in Microsoft Dynamics CRM, they have the same permission in CRM for phones. For more information, see Create or edit a security role.

Applies To

CRM Online

CRM 2013 on-prem

 
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