CRM Mobile


CRM Mobile Survival Guide -All you need to know to survive the ever changing mobile world with Dynamics CRM


In the constantly evolving world of mobile devices there are some best practices we all should know. In the CRM Mobile Survival Guide you’ll learn those best practices and comparisons between the top platforms and their offerings with Dynamics CRM.

• Strengths (and limitations) of common devices and deployment scenarios

• Troubleshooting

• Head to head comparison on key features between iOS, Windows and Android mobile platforms

two bonus chapters

What’s to come for mobile in CRM 2015? Learn all about the planned features.

Mobile development interest you? Learn all about the planned features. Guest author Kenichiro Nakamura writes of the ins and outs for developing your mobile apps with the Dynamics CRM platform.

In the Dynamics CRM Mobile Survival Guide book, you will find tips and tricks on how to master mobile CRM like never before. You will learn what the strengths and limitations of the major device types are, what the best practices for mobile deployments are, and you will learn about the nuances of each of the mobile interfaces. This book will help you push the limits of the mobile UI and help you find what else is out there. The CRM Mobile books is full of all information needed to master CRM for mobile devices. Keep an eye out for the bonus chapter on what’s coming with CRM 2015!

about the author... Joel Lindstrom is a Solution Architect and seven-time Microsoft Dynamics CRM MVP. He has worked for Hitachi Solutions (formerly Customer Effective) for the past 8 years. In this role he has participated in hundreds of successful Dynamics CRM deployments, leading requirements gathering, design, configuration, integration, reporting, installation, and training.

Before working as a CRM consultant, Joel worked for Datastream Systems selling Asset Management software. Using multiple CRM systems in his job gave Joel an appreciation for CRM software, and how CRM system design choices can impact user experience. He is passionate about CRM user experience, as it drives user adoption of CRM.

Joel enjoys empowering users by making complex topics easy to understand. That is why he loves Dynamics CRM: it empowers customers to make the system fit their business processes without having to be developers. But with this power comes some considerations. It is very easy to configure a form in Dynamics CRM, but it is also very easy to configure a form badly.

By sharing lessons learned from many Dynamics CRM implementations, Joel’s goal is to help others learn from mistakes that he and others have made and ensure that their deployments are successful. Joel blogs regularly at crmtipoftheday.com and blog.customereffective.com. He is a frequent speaker at Microsoft Dynamics conferences, like the CRMUG Summit and Microsoft Convergence. He also regularly tweets original Dynamics CRM content @JoelLindstrom.

On mobile: Joel’s first “mobile devices” were the original Diamond Rio MP3 player and a Palm Pilot in 1998. Since then he has used many different smartphones and tablets. With the release of mobile friendly Dynamics CRM interfaces, many Dynamics customers have expressed a variety of reactions. Some want to do everything on a mobile device and ditch laptops, without consideration of what using a business application in “touch first” mode really means to user experience, and others want to hold users back in the last century and ignore the BYOD revolution.

Joel was inspired to write this book after implementing CRM mobile apps in multiple deployments, in an effort to help others have realistic expectations of what works best on a mobile device. Each device type has its own strengths and limitations, and with proper expectations and best practices, It is possible to safely and successfully make mobile an integral part of your Dynamics CRM deployment.