Mobile app for Dynamics CRM is out for Android, iOS and
Windows Phone platform. When you navigate to CRM in your web browser on a
blackberry device you are redirected to the mobile version as well. So true to
BYOD, Dynamics CRM is now available through Web clients, Outlook Clients,
Tablet Clients and Mobile clients as well J
You can download the mobile apps on different platforms
through their respective app stores.
When you start the app, you will be required to enter the
credentials to sign in.
Note: Unlike the tablet client the mobile client
allows you to sign out and sign in to another org without having to
uninstall/re-install, since it only requires the credentials and not the org
url to login.
Home Page
On an OOB CRM Org, you will find the following entities
listed in the mobile app.
Entity configuration for mobile access
On the entity settings, check the CRM for phones option to
make the entity available for access through mobile clients.
Rich Client
The mobile client unlike the earlier mobile express option
provides a richer client and user experience in line with its tablet client.
Though it does not provide for process driven forms, it still allows you to
check on related records.
This is how an account form would look like on a mobile
client
Related entities
Support for Click to Call and Click to Mail support.
You can click on a phone number field to directly dial the
number on the mobile.
This however does not create a phone call record in CRM.
Similarly click on an email address to pop-up the email
client prompt for composing an email.
The email again is not tracked in CRM.
Complete Task
You can check off your to-do list in CRM from your mobile by
selecting the task and marking it complete
Support for lookup selection
You can now perform a lookup search similar to the webclient
to select the appropriate record.
Customize Mobile form layout/design
Once you have enabled an entity for mobile access, you need
to configure the mobile form for the entity. The tablet client used the same
form as the web client and only rendered it differently. However the mobile
forms are rendered off the mobile forms designed for the entity.
You can even add a field on the form for read-only access by clicking on the Read Only button.
Note: When the form is rendered fields that do not have any
data assigned to them are not displayed on the form in View mode. When you
click Edit button, all fields are displayed.
Mobile forms also support Role-based access. Assign
the roles that need to have access to a particular mobile form.
This also means you can design multiple mobile forms per entity
and provide role based access to each of them.
Use the Form Order setting to decide on the order in which
forms are displayed
Conclusion
The new mobile client that only provides support to CRM
organizations provisioned on the O365 platform and for On-Premise environment,
IFD configuration is essential is a true rich client that matches the tablet
client released earlier. This now brings CRM to your mobile and much more
easily accessible and usable than before.
