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	<title>Microsoft Dynamics CRM Mobile and Tablet - Microsoft Dynamics 365 CRM Tips and Tricks</title>
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	<title>Microsoft Dynamics CRM Mobile and Tablet - Microsoft Dynamics 365 CRM Tips and Tricks</title>
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		<title>Accept Signatures on Mobiles and Tablets using Microsoft Dynamics CRM 2016/365</title>
		<link>https://www.inogic.com/blog/2017/01/accept-signatures-on-mobiles-and-tablets-using-microsoft-dynamics-crm-2016-365/</link>
					<comments>https://www.inogic.com/blog/2017/01/accept-signatures-on-mobiles-and-tablets-using-microsoft-dynamics-crm-2016-365/#comments</comments>
		
		<dc:creator><![CDATA[Inogic]]></dc:creator>
		<pubDate>Mon, 09 Jan 2017 11:09:30 +0000</pubDate>
				<category><![CDATA[Controls]]></category>
		<category><![CDATA[Customizations]]></category>
		<category><![CDATA[Dynamics 365]]></category>
		<category><![CDATA[Dynamics 365 Mobiles and Tablets]]></category>
		<category><![CDATA[Dynamics CRM 2016]]></category>
		<category><![CDATA[Microsoft Dynamics 365 Tablet and Mobile]]></category>
		<category><![CDATA[Microsoft Dynamics CRM Mobile and Tablet]]></category>
		<category><![CDATA[New signature control feature]]></category>
		<guid isPermaLink="false">https://www.inogic.com/blog/?p=4245</guid>

					<description><![CDATA[<p>With the world moving towards Mobile and tablets and using touch enabled controls and accepting signatures on the apps directly becoming the norm, it was time for Microsoft to start support for such controls for their tablet and phone apps. With Dynamics CRM 2016 / 365 many new controls were introduced to create a more… <span class="read-more"><a href="https://www.inogic.com/blog/2017/01/accept-signatures-on-mobiles-and-tablets-using-microsoft-dynamics-crm-2016-365/">Read More &#187;</a></span></p>
<p>The post <a href="https://www.inogic.com/blog/2017/01/accept-signatures-on-mobiles-and-tablets-using-microsoft-dynamics-crm-2016-365/">Accept Signatures on Mobiles and Tablets using Microsoft Dynamics CRM 2016/365</a> first appeared on <a href="https://www.inogic.com/blog">Microsoft Dynamics 365 CRM Tips and Tricks</a>.</p>]]></description>
										<content:encoded><![CDATA[<p style="text-align: justify;">With the world moving towards Mobile and tablets and using touch enabled controls and accepting signatures on the apps directly becoming the norm, it was time for Microsoft to start support for such controls for their tablet and phone apps.</p>
<p style="text-align: justify;">With Dynamics CRM 2016 / 365 many new controls were introduced to create a more touch-friendly experience on CRM for phones and tablets. In this blog, we are going to talk about using Pen Control to add a signature in mobile and tablets.</p>
<p style="text-align: justify;">Consider a scenario where we need to allow signing directly in CRM mobiles and tablets apps and store the signatures accepted.</p>
<p style="text-align: justify;"><strong>Steps to create control to accept signature </strong></p>
<p style="text-align: justify;">In such scenario, we can add the Pen control using “Multiple lines of text” field.</p>
<p style="text-align: justify;">Create a new field of type “Multiple lines of text” and set “Maximum length” of this fields as at least 15000.<img fetchpriority="high" decoding="async" class="aligncenter size-full wp-image-4253" src="https://www.inogic.com/blog/wp-content/uploads/2017/01/Signatures-on-Mobiles-and-Tablets.png" alt="Signatures on Mobiles and Tablets" width="666" height="345" /></p>
<p style="text-align: justify;"> Add the Customer Signature field on entity form and click on change Properties.<img decoding="async" class="aligncenter size-full wp-image-4247" src="https://www.inogic.com/blog/wp-content/uploads/2017/01/Add-the-Customer-Signature-field-on-entity-form-2.png" alt="Add the Customer Signature field on entity form 2" width="666" height="374" /></p>
<p style="text-align: justify;">Select Controls tab and then click on add control option:<img decoding="async" class="aligncenter size-full wp-image-4252" src="https://www.inogic.com/blog/wp-content/uploads/2017/01/Select-Controls-tab-3.png" alt="Select Controls tab" width="354" height="413" /></p>
<p style="text-align: justify;">Then Select Pen control option:<img decoding="async" class="aligncenter size-full wp-image-4250" src="https://www.inogic.com/blog/wp-content/uploads/2017/01/pen-control-4.png" alt="pen control" width="500" height="462" />Click on Add button.<img decoding="async" class="aligncenter size-full wp-image-4246" src="https://www.inogic.com/blog/wp-content/uploads/2017/01/Add-the-Customer-Signature-field-5.png" alt="Add the Customer Signature field " width="494" height="370" />Select Phone and Tablet and then click OK<img decoding="async" class="aligncenter size-full wp-image-4251" src="https://www.inogic.com/blog/wp-content/uploads/2017/01/Phone-and-Tablet-6.png" alt="Phone and Tablet" width="327" height="354" /></p>
<p style="text-align: justify;">Now, the pen control is added to the CRM form for mobiles and Tablets.</p>
<p style="text-align: justify;">This Pen control allows you to draw a signature using the touch screen of mobiles and tablets as shown below.<img decoding="async" class="aligncenter size-large wp-image-4248" src="https://www.inogic.com/blog/wp-content/uploads/2017/01/draw-signature-7-1024x610.png" alt="draw signature" width="665" height="396" /></p>
<p style="text-align: justify;"><strong>Note</strong>: You can clear and save this while drawing first time only. Once saved it does not allow us to clear this field from CRM App on mobiles and CRM.</p>
<p style="text-align: justify;">This field stores the signature as an image in base64 format. You can see this data in base64 format if you check this multiple lines of text field in CRM on the browser.<img decoding="async" class="aligncenter size-full wp-image-4249" src="https://www.inogic.com/blog/wp-content/uploads/2017/01/in-base64-format-8.png" alt="in base64 format" width="745" height="468" /></p>
<p style="text-align: justify;"> <strong>Conclusion:</strong></p>
<p style="text-align: justify;">Using the Pen control for Mobiles and tablets, we can now easily accept signatures and drawings and store them in CRM for later consumption. In the next blog, we will explain the steps to include the signature accepted in this article in a report for printing.</p>
<p style="text-align: justify;"><span style="color: #993300;">Monitoring User Adoption in Dynamics CRM? Now it&#8217;s time to gamify it &#8211; try <a style="color: #993300;" href="http://bit.ly/2gZHq8u%20">User Gamification Module</a> today!</span></p><p>The post <a href="https://www.inogic.com/blog/2017/01/accept-signatures-on-mobiles-and-tablets-using-microsoft-dynamics-crm-2016-365/">Accept Signatures on Mobiles and Tablets using Microsoft Dynamics CRM 2016/365</a> first appeared on <a href="https://www.inogic.com/blog">Microsoft Dynamics 365 CRM Tips and Tricks</a>.</p>]]></content:encoded>
					
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