Use Dynamics CRM Mobile App on Mobile Device

For today’s tip we will take a look at how to use Dynamics CRM Mobile App on your mobile device. With the way we are always on the go today we can’t always be at our computer anymore but we also can’t fall behind on keeping up with our work. The solution is putting the Dynamics CRM App right on your phone to have access on the go at all times!

• Open your Phone’s App Store on your device.

• Search the App Store for Dynamics CRM and download the Microsoft Dynamics CRM for iPhone

• Locate the app on your iPhone and tap to open it.
  • On the Get Started screen, type your company’s CRM web address.
  • Enter in the Gemini crm URL: https://crm.gembio.com
  • Tap Go to continue.
  • Then enter your Username: gembio\username
  • Then enter your Password

• When you first open CRM for phones, you’ll see a list of record types such as accounts, contacts, and leads.

• From the list of record types, tap the one you want, for example Contacts.

• Search for records from a list
  • Tap the Search button at the bottom of the screen. Enter text to search.
  • Tap the Search button .

• Search for records from a lookup field
  • In a lookup field, tap the Search button .
  • Tap Look Up More Records.
  • Enter a few characters to search and tap find.
  • Select the record and tap done.

• Change the current view
  • Tap the view name and select the view you want.

Initially, 10 records display. Scroll down to retrieve more records.

• Start a call or email
  • Tap a phone number or email address to start a call or launch your email app.

• Mark activities complete
  • Follow the steps for the app you’re using.

• Windows Phone
  • On a Windows Phone, tap the check

• iPhone or Android phone
  • On an iPhone or Android, tap the more button, and then tap MarkActivityAsComplete.

• Add an attachment to a record
  • Tap the attachment button and select the document, picture, or other item that you want to attach.

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