MobileAccess Advanced Customization

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This advanced customization course is intended for system integrators and customizers who require the expertise to fully customize the MobileAccess user environment. Advanced programming and usage of the MobileAccess SDK are covered in Developer Training.

Who should attend: CRM Administrators, Deployment Planners, and Application Developers
Duration: 4 hours
Pre-requisite: MobileAccess Administrator Training Familiarity with CRM Customization


  • MobileAccess Concepts
  • MobileAccess Admin Console:
    • Mobile Profiles
    • Managing multiple profiles and customizations
    • Configuring offline record sets
  • Entity Customization
    • Custom Entities
    • Customizing mobile CRM forms
    • Using the form designer
    • Form, tab and field properties
    • Time based views and refresh jobs
    • View sort orders
    • Defining searchable fields (CRM)
    • Alerts and Notifications
  • Setting up unique views (standard CRM views, custom CRM views, custom FetchXML)
  • Ideas/samples for creating offline datasets: segmentation, time, related records to inclusion
  • Using the form designer

Support & Troubleshooting

  • Troubleshooting techniques
  • MobileAccess Assistant and gathering logs
  • eSupport and logging a case
  • Documents and Templates


For more information on the MobileAccess series of courses, please contact us.