Inogic is a hub of like minded professionals who believe that innovativeness is the key for providing the most optimum solutions in the SME segment.We are committed to putting our time and efforts to Research and Develop on Dynamics CRM so that you can be benefited by the cutting edge methodologies. We endeavor to share some of our work on this blog by introducing Tips, Tricks and products from our labs.
Mobile app for Dynamics CRM is out for Android, iOS and Windows Phone platform. When you navigate to CRM in your web browser on a blackberry device you are redirected to the mobile version as well. So true to BYOD, Dynamics CRM is now available through Web clients, Outlook Clients, Tablet Clients and Mobile clients as well :)
You can download the mobile apps on different platforms through their respective app stores.
When you start the app, you will be required to enter the credentials to sign in.
On an OOB CRM Org, you will find the following entities listed in the mobile app.
Entity configuration for mobile access
On the entity settings, check the CRM for phones option to make the entity available for access through mobile clients.
The mobile client unlike the earlier mobile express option provides a richer client and user experience in line with its tablet client. Though it does not provide for process driven forms, it still allows you to check on related records.
This is how an account form would look like on a mobile client.
Support for Click to Call and Click to Mail support.
You can click on a phone number field to directly dial the number on the mobile.
You can even add a field on the form for read-only access by clicking on the Read Only button.
This also means you can design multiple mobile forms per entity and provide role based access to each of them.
Use the Form Order setting to decide on the order in which forms are displayed
Posted by: Inogic
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Equipped with on the go mobile CRM, sales teams can respond to client emails and schedule calls without missing a beat. Fast response time and more accurate data retention will in turn lead to better relationships with clients. And we all know that better relationships yield better profits.With mobile CRM, each team member has access to what the other team members know, anytime, anywhere.
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