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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM for mobile "d...
Microsoft Dynamics CRM (Archived)

CRM for mobile "downloading customizations"

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Posted on by Community Member Microsoft Employee

Hi all,

I'm investigating whether or not my organisation could make use of the CRM for Mobile app in order to help with things like offline/remote data capture. I downloaded the app onto my personal iPhone just to see if I could sign in and what kind of things I could do with it out of the box. I read that the first person to sign in for a given organisation should prepare for a long wait as it has to build some metadata for all the customisations before downloading them... but I've been stuck looking at this screen for about 4 hours now. Does it usually take this long? Is there something I should change to help this along? Has anyone else had a similar experience? We're using a CRM Online instance and I'm trying to connect to our Sandbox version, if that's relevant at all...

Any advice appreciated!

Thanks,
Jonathan

*This post is locked for comments

  • CU18060610-0 Profile Picture
    CU18060610-0 16 on at
    CRM for mobile "downloading customizations"
    CRM for mobile allows businesses to manage customer relationships on the go. Downloading customizations ensures the software meets specific needs, enhancing efficiency and user experience. For companies like "computer repair Leeds," a customized CRM can streamline operations and improve customer service. Additionally, computer repair Leeds can benefit from mobile CRM by offering technicians real-time access to client information, leading to faster response times and higher satisfaction. This flexibility is crucial for maintaining a competitive edge.
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM for mobile "downloading customizations"

    I'd be happy to hear how satisfied you are with the app when you have some opinions. I have no experience with iPhone app but the one on Android is ... well ... it can't be considered as a CRM app that sales person would regularly use every day.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM for mobile "downloading customizations"

    Ah, it seems to have worked! For anyone else having this problem: I'd recommend closing the app entirely and trying again from scratch as Wayne suggested.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM for mobile "downloading customizations"

    Thanks Wayne. It's step 4/5 it seems to be hung on: "downloading customizations". I have quit the app and started it again, it flies through the first 3 steps then just hangs on step 4...

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: CRM for mobile "downloading customizations"

    Four hours is definitely unusual.  I'd quit and restart and see if it moves forward.  What step does it get to? There's 5 steps and the one it's sticking at might help.

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