Mobile App Customization
How to customize the RapidStart CRM mobile experience including offline mode, form factors, and site map configuration.
Mobile Form Factors
Model-driven apps in Power Apps support both web and mobile form factors. The mobile form factor controls what users see when they open the app on a phone or tablet.
| Form Factor | Description | Best For |
|---|---|---|
| Web | Full desktop layout | Desktop and tablet browsers |
| Phone | Optimized for small screens | Smartphones |
| Tablet | Optimized for larger touch screens | Tablets |
Customizing Mobile Forms
To customize the mobile form for a table, go to the Power Apps Maker Portal and open your solution.
- Select the table you want to customize (e.g., Account).
- Click Forms under the Data Experiences tab.
- Look for forms with the type Mobile - Phone or Mobile - Tablet.
- Click the three dots and select Edit to open the form designer.
Configuring Offline Mode
Offline mode allows users to access and edit CRM data even without an internet connection. Changes sync automatically when connectivity is restored.
Step 1: Enable Offline Mode in the App
- In the Maker Portal, open your app in the App Designer.
- Click Settings in the top navigation.
- Under General, toggle Can be used offline to On.
- Click Save and publish.
| Setting | Value |
|---|---|
| Can be used offline | On |
| Offline mode | Enabled |
Step 2: Configure the Offline Profile
- In the Maker Portal, go to Solutions and open your solution.
- Click Add existing → More → Mobile offline profile.
- Select the RapidStart CRM Mobile Offline Profile and click Add.
Step 3: Assign the Offline Profile to Users
- Go to the Power Platform Admin Center.
- Select your environment and go to Settings → Users + permissions → Mobile configuration.
- Select the offline profile and add the users or teams who should have offline access.
Customizing the Site Map for Mobile
The site map controls which items appear in the navigation menu of the mobile app. You can customize it to show only the tables and dashboards relevant to mobile users.
- In the Maker Portal, open your app in the App Designer.
- Click Navigation in the left panel.
- Drag and drop items to reorder them, or click the + icon to add new items.
- Remove items that are not needed on mobile by clicking the three dots and selecting Remove.
- Click Save and publish when done.
Mobile-Specific Columns
Some column types behave differently on mobile. The table below summarizes the key differences:
| Column Type | Mobile Behavior | Notes |
|---|---|---|
| Phone | Tap to call | Opens the phone dialer |
| Tap to email | Opens the email client | |
| URL | Tap to open | Opens in the browser |
| Location | Tap for directions | Opens maps app |
| Image | Camera capture | Can take photos directly |
| Signature | Touch signature | Draw with finger |
Getting Help
For assistance, contact your RapidStart Certified Partner or reach out to our support team.