Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see what features are coming with 2015.
Next up for our review is reviewing the changes being made to the Mobile Client Application (MoCA). The first version of MoCA filled a much needed gap to have a native tablet application, but with the improvements below, it’s clear Microsoft see’s mobile as the direction they want to continue to head as they make investments in improving the product.
The following improvements were made with CRM 2015:
You can see from the screenshots below that I have the ability to create records offline (in this instance a Lead), and see a count of how many draft records (creates/updates) that have yet to be uploaded to the CRM server.
If I click on the Draft Records link from the Site Map, I’ll see a list of all the records that have changes that have yet to be uploaded and if I wanted to, I can make further changes to them from this list.
It’s important to note that with the Offline Drafts, users can only modify records that they created offline. Users will still be unable to go to a record that they had previously viewed while online, and modify that record while offline.
Also, when the user goes online, they will have to save the Draft records manually (they’ll no longer appear on the draft page). This isn’t an automatic action that’s taken when a user reconnects online
Microsoft now allows you to have any and as many dashboards on your tablet (system or personal). Previously you were able to just have the one “Sales Dashboard” on the Tablet Client, but now Microsoft allows administrators to configure multiple.
A new “Enable For Tablets” checkbox has been added to dashboards to allow it to show up in MoCA (this field is solution aware and can be toggled via the SDK).
There’s a new “Dashboards” Site Map entry that you’ll notice when clicking around the Tablet Client. Also, the default dashboard users see when initially logging onto the tablet client (prior to personalizing their experience) is defined and configurable by the Site Map XML.
When on a Dashboard, users can:
With all these changes, there are few other notes that users should be aware of regarding the Tablet Client: