CRM Mobile
CRM Mobile Survival Guide - Chapter Overviews
Chapter 1 - Welcome to the Future
So you want to drop the heavy laptop and live the dream of being a mobile professional? Great! In this chapter, we separate the dream from the reality. We look at what it really means to go “tablet only,” and each of the leading mobile device operating systems (Android, IOS, and Windows). Each has its own strengths and weaknesses, and this chapter will help you decide what type of device will be the best fit for your use case.
Chapter 2 – CRM for Phones
The smartphone is the most frequently used type of mobile device, and with “CRM for Phones” you can access CRM from your smartphone, create, read, and update records. In this chapter we discuss the features and the limitations of the phone client, best practices for configuration, CRM security on a phone, the challenges of working from a small screen, and what “phablets” mean to CRM..
Chapter 3 –Configuring for CRM for Tablets
Tablet users have a choice in how to access Dynamics CRM. Should I use browser, or should I use the CRM for Tablets app? In this chapter we dig into the differences between the tablet browser and app experience. After reading this chapter, you will understand what users are better suited by the app and which should use CRM in browser (or which should consider using both app and browser). We also address data and user security for both browser and app, and we cover the installation process for the tablet app.
Chapter 4 – Configuring for CRM for Tablets: Browser
When deploying Dynamics CRM for use in tablet browser, the configurator needs to consider the unique characteristics of a tablet. Touch is the primary input method, and even in landscape mode, the browser does not have as much available real estate. Dynamics CRM is designed to be responsive, and reposition form components based on available space. The configurator will want to consider what this experience means for users on a tablet browser. In this chapter, we cover what you need to know when configuring CRM for a tablet browser: Dashobards, navigation, views, forms, and charts. dd>
Chapter 5 – Configuring for CRM for Tablets: App
CRM for Tablets app renders the user’s default forms and dashboards using a touch optimized, fast loading form. For users who like the experience of a mobile app, CRM for Tablets app is probably going to be the preferred CRM access method. To give your users a great experience via the CRM for Tablets app, you need to configure your forms to provide an optimal user experience. In this chapter we cover best practices for configuration when users are using the app. This includes Dashboards, navigation, views, forms, and charts. We also discuss some of the limitations of CRM for tablets (and how to remove some of them)..
Chapter 6 –Can I do _______ on a Tablet?
This is the chapter where we push CRM to the limits on a tablet. By default, certain power-user features are disabled when CRM is accessed via a tablet browser. In this chapter, we see what happens if we enable these features in tablet browser, and what the experience is using different types of devices. They don’t all work, but many of them do. • Advanced find • Activating workflows • Document management • Creating new personal views
Chapter 7 –Troubleshooting
In a perfect world, everything always goes right and there are never any problems. And if you follow the advice in the previous chapters, your experience should be very good. However, problems will still happen from time to time. It is very important that you have a strategy to support your users. This is increasingly a challenge in the BYOD era; however, with proper planning, it can be done. This chapter covers strategies for user support, how to troubleshoot issues with CRM for tablets, tools necessary to support mobile users, and the most common issues and resolution for CRM tablet or phone issues.
Chapter 8 – What Else is out There?
Dynamics CRM can be accessed natively from smartphones and tablets, but Microsoft also has a rich partner ecosystem with third party mobile options. In this chapter we look at some of the leading third-party mobile solutions and discuss when a third party option would be best. Maybe rolling your own custom app might be a good option for you? We also look at when to consider a custom solution. This chapter also contains guidance on how to evaluate third-party mobile apps.
Chapter 9 –What's New in CRM 2015
Dynamics CRM 2015 (also known as CRM Online Fall ’14) introduces some great new enhancements for CRM for Tablets. Records can be created offline, and the app now supports multiple dashboards. In this chapter, you will learn how to take advantage of these new features. What does disconnected record access mean, and how does it compare with the CRM for Outlook “offline” capability? How do you enable dashboards for mobile access?
Chapter 10: CRM Mobile for Developers
This chapter covers how to create custom mobile applications, how to register your app with Windows Azure Active Directory, how to use Windows Azure Authentication, difference between early and late bound programing and how to develop Microsoft Dynamics multi-tenant application.