Visual controls in Microsoft Dynamics CRM 2016

Microsoft Dynamics CRM 2016 introduces controls for mobile and tablet applications that help the users to enter and use CRM apps faster. These controls are designed considering the touch-friendly environment provided by modern smart phones and tablets.

The main advantage of these visual controls is that they are very user-friendly and they make operating easier while using the app on phones or tablets. These controls are more interactive, and typing is not the only alternative. They also control the format of data displayed in a consistent way.

The following types of visual controls are introduced with Microsoft Dynamics CRM 2016:

  • Linear slider: The linear slider control displays any numeric or currency field as a slider. The following image shows this control:
  • Option set: The option set control displays an option set field in mobile and tablet apps. The following image shows control:
  • Flip switch: The flip switch control displays a two-option field, such as a switch control, in mobile and tablet apps. The following image shows this control:
  • Radial knob: The radial knob control displays numeric or currency fields as a radial in mobile and tablet apps. The following image shows this control:
  • Pen control: The pen control is used to input multiple lines of text in text fields to capture pen input, such as signatures. The maximum length of the field is 15,000. Signature input cannot be changed once it is inputted. The following image shows this control:
  • Calendar control: Calendar control is used to give a calendar view on entity grids. The following image shows this control on the phone app:
  • Website preview: The website preview control is used to map to a URL field to show a preview of the website URL provided. The following image shows this control:
  • Number input: The number input field is used for numeric or currency fields. The following image shows this control:
  • Input mask: The input mask control is used in the case of any single line of text field, where the input must be entered in a specific format, such as in the case of a credit card. The following image shows this control:
  • Linear gauge: Linear gauge is used to create a linear gauge input for numeric or currency fields. The following image shows this control:
  • Arc knob: Arc knob is used to create arc-like inputs and visual fields for numeric or currency fields. The following image shows this control:
  • Autocomplete: Autocomplete can be used to create an autocomplete input, which can be mapped to any option set or view. The following image shows this control:
  • Multimedia control: The multimedia control is used to map to a URL field that contains the audio or video link to be played. The following image shows this control:
  • Star rating: The star rating control is used for a whole number field. The maximum number of stars is 5. The following image shows this control:
  • Bullet graph: Bullet graph is a visualization control for any numeric or currency field. This is useful in cases where there is a need to show such field types. The following image shows this control:

The following table summarizes the control type against the supported mode and the corresponding field type:

S.No.

Control type

Supported modes

Supported CRM field types

1

Linear slider

Edit, Read

Whole number, currency, floating-point number, decimal

2

Option set

Edit, Read

Option set

3

Flip switch

Edit, Read

Two options

4

Radial knob

Edit, Read

Whole number, currency, floating-point number, decimal

5

Pen control

Edit, Read

Multiple lines of text

6

Calendar control

Edit, Read

NA, Supported for entity grids

7

Website preview

Read

Single-line URL

8

Number input

Edit

Whole number, currency, floating-point number, decimal

9

Input mask

Edit

Single-line of text

10

Linear gauge

Edit, Read

Whole number, currency, floating-point number, decimal

11

Arc knob

Edit, Read

Whole number, currency, floating-point number, decimal

12

Autocomplete

Edit

Single line of text

13

Multimedia control

Read

Single-line URL

14

Star rating

Edit, Read

Whole number

15

Bullet graph

Read

Whole number, currency, floating-point number, decimal

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