Part 2: Displaying the Signature Image on the Web Interface In the rare occurrence that a signature needs to be removed (usually you should never delete signatures), this must be done by using the Web interface to delete the text string displayed in base64 format. Once the signature is saved, it cannot be deleted or edited on the mobile device. The checkmark icon will save the signature. The clear button will do just that, clear the signature to start fresh. By now you have likely noticed the clear button and circle checkmark icons that appear underneath the signature line after signing. Create a new contact or select an existing contact and scroll down to the signature block where you should see a signature line with the field label on the left. In this example, our signature field is located on the Contacts entity.
When you have properly accessed the Dynamics 365 mobile environment, navigate to the entity on which your signature field is located. If this is your first time in the app you will have to configure it to connect to your Dynamics 365 environment first, then click on the appropriate hub.
Head on over to your phone or tablet, and if you haven't already, download the Dynamics 365 for Phones and Tablets App. Capturing Signatures with The Dynamics 365 for Phones and Tablets App This process will be addressed in step 2 of this blog. This means the Web interface can be customized to display the signature if desired. In other words, the field on the Web interface will look like a long set of random characters but is a format that JavaScript can easily read and display. When no signature has been captured, the Web interface will show a blank text field that could be typed in (which users should not do), but when a previously captured signature exists, the web interface will display the signature using base64 encoded format. Once added, enable Pen Control for Web, Phone, and Tablet by clicking on the radio buttons located next to Pen Control, and don't forget to save and publish your changes.Īt this point, it should be noted that capturing signatures can only be done through the mobile interfaces including Phone and Tablet, but not the Web interface. Pen Control should be an available option to select and add click Add Control. To do this, first highlight the signature field and click on 'Change Properties' in the Home section of the ribbon, then click on the Controls tab on the far right of the Field Properties popup. Once the field is placed in the desired location, we will want to enable Pen Control for the signature field located on the Main Contact for Interactive Experience form (or other mobile form you may be using). Signature blocks usually play nicely with a wider section if possible. Navigate to both form editors where you want the signature field to be placed and drop the field in the desired location on both forms. The Main Contact form refers to the main form users will see on the Web interface, while the Main Contact for Interactive Experience form refers to the form users will use on the Dynamics 365 for Phones and Tablets app.Ī word of advice, make sure you have written down or remember the Schema Name of the field you have just created, in this case "po_clientsignature", as this will be important for displaying the signature in the web interface on Part 2 of this blog. In this example, we have created a Multiple Lines of Text field named 'Client Signature' in the Contact entity and will be placing it on the Main Contact form as well as the Main Contact for Interactive Experience form. Without this high number of characters, the signature block will likely exceed the maximum character length of the field. Multiple Lines of Text is the only type of field that allows for capturing signatures, and the number of characters should be modified to hold 15,000 characters. Part 1: Creating a Signature Field and Capturing Signatures Creating a Signature Fieldsįirst things first, we need to create a "Multiple Lines of Text" field.
Today's blog will teach you how to enable signatures in Dynamics 365 in addition to capturing signatures in the Dynamics 365 for Phones and Tablets app.
To make the signature process a breeze, Dynamics 365 allows for signatures to be captured on the spot with the Dynamics 365 for Phones and Tablets App. In our increasingly digital world it is important for businesses to have the ability to capture signatures without relying on printed documents.