Configuring & Using “Dynamics CRM” Mobile App - Story From: Microsoft Dynamics CRM Team Blog
Dynamics CRM Mobile App is recently released to the windows phone Marketplace. Here, in this article, I’ll try to explain how to take configure the app against your CRM Online & IFD organizations and its high level capabilities to use from the phone.
Configuring “Dynamics CRM” for your organization:
You can find “Dynamics CRM” app on your windows phone (7.5 Mango or higher) by searching in the Marketplace. It is a free app from Microsoft Corporation.
Once you install and launch the app, it will take you through the first run experience. You need to specify user name and password which you normally use to connect to your CRM Online instance from web client or outlook client.
I have provided the below screenshots to guide you with the step by step process.
You can also use the app to configure against IFD (Internet Facing Domain) environments. If you want to connect to an IFD organization, you need toggle the switch “Microsoft Dynamics CRM Online” (it becomes “Custom” as seen on the below screen) and enter your Server URL & Home realm URL. You can talk to your administrator if you don’t know what to put in for these fields.
Note: If your administrator doesn’t have a Home realm URL, you can leave it as blank.
Also, if you belong to more than one organization, you need to choose the right organization after entering your login details.
Using “Dynamics CRM” App:
You’ll get the full experience of app only when administrator enables Activity Feeds for your organization.
To know more about Activity Feeds, please take a look at recently released Microsoft Dynamics CRM Activity Feeds solution to the Dynamics Marketplace. You need to be running on UR5 or greater update to take advantage of Activity Feeds.
Once you configure the mobile app and activity feeds is enabled for your organization, it will not only help you stay on top of the situation but also helps with several other day to day CRM activities.
Here is a brief list of things you can do from your phone:
- View latest Posts (both auto & user posts)
- Make a Post or Comment
- Delete a Post or Comment (if you have appropriate permissions)
- Refresh a Post
- Navigate between Posts(using left & right arrows appearing on screen)
- Navigate between entities(by tapping blue text on the form)
- View CRM entities (Accounts, Contacts, Opportunities, Users, Leads and Custom entities )
- Pick a View for an entity
- Search for a record
- View a record in the form
- Follow/Un-follow a record
- Launch Email, Phone, Bing Maps tasks from record form
- Ability to look at record wall next to the form itself
- Change saved password (Settings -> change login)
- Reconfigure the app to a different organization(Settings -> forget me)
You can also work with your system administrator or system customizer to do the following tasks.
- Enable specific entities for Mobile
- Choosing right columns to display for each entity view.
Note, by default, primary sort column and first column of the view are shown on the phone. If your first column is already the primary sort column then it will be replaced by second column of the view.
Additionally, you can setup personal views on your web or outlook client which will get downloaded to the phone after 24 hours. The same applies to any metadata changes that happen on the server.
Cheers,
Srikanth Nallamothu
Categories: CRM Basics, CRM Online, Microsoft Dynamics, Mobile, Mobile Express Tags: microsoft dynamics crm
What Does Mobile CRM Need to go Mainstream? Real World Use Cases - Story From: CRM Outsiders
The CRM industry has been talking about mobile CRM for years now. Entire companies have oriented their product lines around it; it’s a routine bit-player in new release notices; the security aspects of it have been discussed at length. So what’s the one aspect of mobile we haven’t seen? Widespread adoption. That’s not to say [...]
Categories: Mobile, On-Demand CRM, Social CRM, SugarCRM, Uncategorized Tags: CRM Reviews, SugarCRM
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John Hollon, Vice President of Editorial for TLNT.com, reports on a new research study by Bersin & Associates, which says that “mobile learning finally has gone mainstream, driven by consumers in both the developed and developing worlds, and by mobile-technology oriented industries including high-tech, business services, and health care.” Rising Global Use of Mobile Devices [...] Related posts:
Categories: Intuit QuickBase, Learning, Mobile, Training, productivity Tags: Intuit QuickBase, QuickBase, QuickBase Marketing, QuickBase Project Management, QuickBase Sales Management
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You have been able to integrate your EBSuite Calendar with your Google Calendar for some time.
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Launch: Basecamp Mobile - Story From: 37signals Product Blog
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Categories: Basecamp, Basecamp: Extras, Highrise, Mobile Tags: Basecamp, Highrise, HighRise CRM
Ascent is a Windows Phone 7 mobile client for Basecamp - Story From: 37signals Product Blog
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Categories: Basecamp, Basecamp: Extras, Highrise, Mobile Tags: Basecamp, Highrise, HighRise CRM
Kompass, Basecamp portal for smartphones, now in free public beta - Story From: 37signals Product Blog
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Categories: Basecamp, Basecamp: Extras, Highrise, Mobile Tags: Basecamp, Highrise, HighRise CRM
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Categories: Basecamp, Basecamp: Extras, Highrise, Mobile Tags: Basecamp, Highrise, HighRise CRM
Does Santa Use SugarCRM? - Story From: CRM Outsiders
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Categories: CRM, Mobile, On-Demand CRM, Social CRM, SugarCRM Tags: CRM Reviews, SugarCRM
Taking CRM Global, Mobile and Social - Story From: CRM Outsiders
I try to walk a pretty clear line here on the blog, even though it does blue from time to time. What I mean, is that while I am obviously biased towards SugarCRM, I try to keep this blog a more open discussion and an inclusive discussion about next-generation sales, marketing and support technology and [...]
Categories: CRM, Mobile, On-Demand CRM, Social CRM, SugarCRM, social media Tags: CRM Reviews, SugarCRM
The Higher Ed Cloud; Studentforce + Chatter = Brilliant - Story From: CRMFYICRMFYI
Today’s guest post is by Ed Schlesinger, better known as @studentforcenow on Twitter. Ed is a father and a businessman who has an incredible vision for the possibilities of cloud computing to help higher education. His brainchild, Studentforce is a unique portal for universities which connects students to faculty and administration to everyone. With the announcement of Chatter, Ed immediately saw the amazing potential that Chatter would have on Studentforce and I want you to hear what he’s poured his …
150 responses to "The Higher Ed Cloud; Studentforce + Chatter = Brilliant"
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, Mobile, News, guest blog post Tags: AppExchange, Chatter, Dreamforce
How Does Mobile Fit into Your Current CRM Strategy? - Story From: CRM Outsiders
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Categories: CRM, CRM Reviews, CRM Technology, Customer Centric, Customer Retention in a Recession, Mobile, Social Business, Social CRM, SugarCRM Tags: CRM Industry, Social CRM
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Categories: CRM Basics, CRM Reviews, CRM Technology, Custom Solution, Customer Centric, Customer Retention in a Recession, Guest Star, MVP, Mobile, Mobile Express, Tips and Tricks, Workflow Tags: CRM Reviews
Reassigning Records with Mobile Express
CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective , blogs about Mobile Express solutions. I have found myself using Dynamics CRM Mobile Express fairly frequently lately. I’ve been away from the office and had to address cases...(read more)
Categories: Business Intelligence, CRM Basics, CRM Best Practices, CRM Software, CRM Technology, Contact Management Software, Contact Management Software Free, Contact Management Software Reviews, Guest Star, MVP, Mobile, Mobile Express, Tips and Tricks, Web-Based Contact Management Software, web 2.0 Tags: Contact Management Software, CRM Software
