iPad – Mike Hammons

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.

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

Thank you Microsoft. This makes things so much easier!

The apps are available now in the respective app stores.

Notes from CRMUG Summit 2013 – Dynamics CRM 2013 Mobile Client Details (MoCA)

One of the major new features of Dynamics CRM 2013 is a new mobile client and framework, dubbed internally as CRM 2013 Mobile MoCA (Mobile Client App)

Beth Steinke, Microsoft CRM Mobile Program Manager gave use some insight and details into this amazing new feature…best of all, it’s included FREE in Dynamics CRM 2013 (available now on iPad and Windows 8 app stores!)

Highlights

CRM on the go, wanted a consistent experience, configure once and deploy across applications and devices for seamless experience
User experience.
Dashboards, currently a single dashboard, up to 6 components
Currently does not support web resources or iFrames
Drill down and filtering is supported
Multiple entity search, up to 10

Personalization

Tiles, can pin to start screen of the dashboard (iPad and Win), or the Windows Start screen for Windows 8+
Can change views on lists grids and charts, this is a way to get around the 6 item limit
Sticky columns on views (remembers your changes)

Productivity focus

Reflows the forms (responsive design) in a horizontal experience, more tablet like than just giving a web client experience on the device
All controls are touch friendly
Business process flows work across the clients (woohoo!!!)
Will use quick create forms if available, otherwise it comes from full form
Communication: email and phone aware, on Windows uses Skype, when either phone or email is tapped, an activity form will open for entering notes
Communication form or card, represents a user or contact
Renders on entity forms and dashboard, currently hard coded (will be configurable in feature)
Immediate drill down when touching charts in dashboards or list views

Can search across 10 entities
Using the quick find definition for scratches
Can pin views to dashboard
Resizable columns
Win 8 can do the split thing screen
Quick create available from anywhere
If multiple forms are used in Customization area, it takes the top order one; and does not support multiple forms yet

Configuration

User privilege.entity setting
Tablet dashboard, by default it is called the sales dashboard but can be renamed
Setting up search
Form structure, will get slide that shows this
Availability
Online and onpremise but does require IFD
Currently only iPad and Win 8, smarphones are next, Android “at some point”
Offline is cached and read only at this time
Mobile Express has had some improvements and a UI refresh (actually looks pretty good now, check it out!!

Here is short demo of the new mobile capabilities for Dynamics CRM 2013 – the demo itself starts at 1:50 into the video.