explore engage elevate Dynamics CRM in the Mobile

explore engage elevate Dynamics CRM in the Mobile First, Cloud First World 20 August 2014 Dana Martens John Messelt

explore engage elevate

What’s On Tap… v v CRM in the Mobile First, Cloud First World Demo of the App Tips & Tricks For Daily Use Resources For Later explore engage elevate

Mobile – CRM On the Go Anywhere Access • Right data at the right time on the right device • Outcome driven user experience Embrace BYOD Scenarios • Tailored app for tablets (i. Pad, Windows & Android) • Simplified phone apps on multiple platforms Easy Administration • Available in Marketplaces Secure Data Access • Consistent security roles & privileges • Optional two-step authentication

CRM for Phone Anytime, anywhere access to CRM data across modern devices: Windows Phone 8, i. Phone and Android Create, update and delete records such as Contact, Account, Lead, Opportunity, etc. Add and modify Tasks and Notes as well as other relevant Sales data Make phone calls using native device experience Customizable experience Windows Phone 8 Only: Map customer addresses, view social activity feeds and offline experience explore engage elevate

explore engage elevate Demo

Dig In & Learn! v CRM Customer Center v Dynamics CRM Community www. crmcustomercenter. com explore engage elevate

Tips & Tricks For Using CRM for Tablets Use Open in Browser command for features not available in tablet app (ex. Yammer) explore engage elevate

Tips & Tricks For Using CRM for Tablets Pin records and views to dashboard Helps ensure record is cached for offline Can resize tiles to large to see more info explore engage elevate

Tips & Tricks For Using CRM for Tablets Tap and hold on a list or chart to see available commands explore engage elevate

Tips & Tricks For Using CRM for Tablets View Next and Previous Records Available when you access a record from a list or grid Navigate to the next or previous records from the originating list explore engage elevate

Tips & Tricks For Using CRM for Tablets Resize columns in views 3 1 2

CRM for Tablets FAQ v. Which form will users see? Top order role based form v. Which dashboard will users see? “Sales Dashboard” v. Unsupported items Activity Feeds, Yammer, i. Frames, web resources, Bing Maps, Share. Point document management, explore engage elevate

CRM for Tablets Limitations v. Limited language support v. Limited offline support v. Some entities are read only (ex. Product, E-mail) v. Some entities are not available (ex. Quote, Order, Invoice) v. No support for Activity Feeds or Yammer v. No support for i. Frames v. No support for Web Resources except Java. Script v. Connect to 1 org at a time v. No form switcher for role based forms explore engage elevate

CRM 2013 Videos v. CRM 2013 RTM http: //community. dynamics. com/crm/b/dynamicscrmsupportblog/a rchive/2013/11/14/microsoft-dynamics-crm-2013 -support-videorecommendations. aspx v. CRM 2013 SP 1 and Spring ‘ 14 http: //community. dynamics. com/crm/b/dynamicscrmsupportblog/a rchive/2014/06/05/new-videos-for-microsoft-dynamics-crm-2013 sp 1 -and-spring-39 -14. aspx explore engage elevate

Troubleshooting CRM for Tablets v. Tracing and Troubleshooting http: //technet. microsoft. com/en-us/library/dn 660982. aspx v. Testing in a browser http: //crmtipoftheday. com/2014/05/06/test-crm-for-tablets-from-apc-browser/ NOT SUPPORTED but can be helpful for troubleshooting v. Understand how to completely close a Windows 8 app http: //windows. microsoft. com/en-US/windows-8/how-close-app explore engage elevate

Troubleshooting CRM for Tablets v. Rule out customizations v. Connect to another organization without customizations v. Disable script events v. Make sure metadata is up to date on tablet v. Version of App and CRM server v. Viewable in About section within Settings v. Permissions v. Issue only occurs for certain users? v. Check if issue occurs only for users with certain security roles explore engage elevate

explore engage elevate