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A client is using Microsoft Dynamics CRM and their agents will have the app on their phones. Is it possible to access their CRM contacts using some inter-app communication on their smartphone? a) It avoids us having to go to the Microsoft Dynamcs CRM web services for this data, b) it'd be faster, c) it'd work offline and d) it avoids our app also having to store this contact data.
Can someone point me to the relevant documentation if this feature is available?
Yes you can use the Organization Web Service to access your CRM data : msdn.microsoft.com/.../gg309449.aspx
But I suggest you to check the Resco Mobile CRM app which can do all you described : www.resco.net/mobilecrm
I can't use the IOrganizationService web service offline, which is a major problem I'm trying to solve.
The Resco Mobile CRM app doesn't make access to their contacts available to other apps (I've asked them).
What about the Microsoft Dynamics CRM app (itunes.apple.com/.../id678800460). Does it allow access to its CRM contacts by other apps on the phone?
I'm not sure for the CRM app but maybe there is a workaround :
If the phones are synced with Exchange you can enable Server Side Synchronization for the contacts (you can also sync emails, appointments and tasks).
I think you can access to contacts like it was usual contacts.
More info about Server Side Sync here : technet.microsoft.com/.../dn531109.aspx
But for accessing Dynamics CRM data you must have to connect at least one time to get the data (using Organization web service). Isn't it?
How about something like that:
Once the user connects to the internet,
* detect the connection and get the relevant data
I am not a iPhone developer, so can't guess, if all this will work for you. Just a brain storming ....
Speaking for Resco Mobile CRM - it is possible to use URL scheme, that will launch the other app with CRM data (name, company and other) as parameters. This, of course, requires the other app to be able to accept such request.
What exactly are you trying to accomplish?
What I want is my app to access any Microsoft Dynamics CRM contacts held by the Microsoft Dynamics CRM or Resco Mobile CRM apps, offline, like an app can access the normal phone contacts on the device.
Having this means we don't have to pull CRM contacts and store in our own app for offline access, we can just retrieve contacts from the CRM apps.
Do the Microsoft Dynamics CRM or Resco Mobile CRM apps expose CRM contacts as part of the normal phone contacts list and this can be read by another app on the phone?
we don't store CRM contacts on the phone's address book. But as said, previously, what you can do is to navigate to the contact in the Resco Mobile CRM app and launch your app from within. You can pass the contact's name, ID, phone number etc. with an URL scheme onto your application.
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