Dynamics CRM Mobile Apps Updated

Dynamics CRM Mobile Apps Updated

Good news for those of you that are using the Dynamics CRM 2013 Mobile Apps. Microsoft just posted an update that includes the ability to reconfigure the apps to different URL’s and organizations.

Those of you using these apps may already know, it’s been “challenging” to switch the apps to a different URL, e.g. a test instance and production instance. The only option was to delete the app from the device, then re-install it. Yeah, not pretty or friendly. If you haven’t been using the Mobile Apps, stop what you are doing right now and go download the apps. This is a free option and a great addition to easily access your Dynamics CRM data and applicaiton while on the go.

Mobile Features Include:

  • Access to your activities, accounts, contacts, leads, and opportunities
  • Easy-to-use interactive dashboards
  • Simply tap to quickly enter customer data
  • Access your personal views to see your most important data
  • Pin records as tiles to your Start screen to instantly access your most important information

Reconfiguring the Mobile App

To reconfigure your app, start the app on your device. From any screen, swipe up or tap the ellipses … to find the reconfigure option.

CRM Mobile Configurable App Reconfigure

This will take you to the initial screen where you can enter a new URL.

CRM Mobile Configurable App Login

Thank you Microsoft. This makes things so much easier!

The apps are available now in the respective app stores.

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