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For the latest updates to this post please visit the original posting here: Capture Leads from Your Mobile Phone Straight into Dynamics CRM
By now, you’ve probably heard of the PowerWebForm add-on for Microsoft Dynamics CRM (if not, you may be living under a rock). This tool lets you capture leads from your website directly into Microsoft Dynamics CRM. Well, PowerWebForm can also provide you with a quick way to capture lead information from a mobile device, such as a mobile phone (iPhone, Windows phone, or Android for example) or tablet. This would provide your outside sales team with an easy way to quickly enter information from leads into your CRM while they’re out and about.
To get started, you first need to import the PowerWebForm add-on into your Microsoft Dynamics CRM. Remember, you must have a CRM online OR an on-premise CRM with ADFS OR a partner-hosted CRM for PowerWebForm to work.
After you’ve imported the PowerWebForm add-on and registered for your free 30 day trial, you’ll need to build the form. When you create a simple lead generation form within CRM, it may look something like this:
After you’ve built your form and tested it to ensure that the leads are being successfully created in your CRM, click on Preview & Deploy in the upper ribbon of the web form record, and then click Copy URL.
Then, create an email, paste that URL into the body of the message and send it out to your sales team, or anyone else who will be entering leads into your CRM on the go. Sales people will want to create a shortcut on their mobile device for this URL, by associating the form to an app. When they want to enter a lead, they will click on the shortcut’s icon, a form will display, they will fill it out and submit, and that lead will show up in your CRM system.
On an iPhone, navigate to the URL from the email in your browser, and select the button on the lower toolbar that looks like a forward arrow coming out of a box. Choose “Add to Home Screen” and give the shortcut a name. That shortcut will be added to your home screen. Now, when you choose that shortcut, the form will be displayed.
On an Android, you will want to click on the link in the email so that it opens in your mobile browser, and bookmark that page. Then, go to the home screen you would like to add the icon to and hold down in an empty space to bring up the “Personalize” menu. Select Shortcuts > Bookmarks and choose the form’s bookmark. The icon associated with the shortcut will automatically be the “bookmark” icon. When you choose that shortcut, you will be brought to the web form.
On a Windows Phone, navigate to the URL in the email, and click the “…” at right of the screen. Choose “Pin to Start” and a shortcut tile will be created on your home screen. Select that tile, and it will bring you back to the form.
Now you have a quick, easy way to enter leads while you’re out and about in the world. Remember PowerWebForm is available for a free thirty-day trial on our website!
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