Microsoft Dynamics CRM 4 Mobile Express is here!
Accelerators, Administrator, Consulting, CRM 4.0, Downloads, General Users, Salespeople March 9th, 2009
NOTE: This article was published for the release candidate version. The final version of Mobile Express can be downloaded at this link.
The mobile version of Microsoft Dynamics CRM is finally here! See below for the relevant download links.
- Microsoft Dynamics CRM Mobile Express – Homepage [microsoft.com]
- Mobile Express for Microsoft Dynamics CRM 4 i386 [microsoft.com]
- Administration and User Guide for Mobile Express for Microsoft Dynamics CRM 4 [microsoft.com]
The administration page in CRM for this mobile solution looks really easy to manage. All you need to do is browse to Settings, then Mobile Configuration. Some things you can do here:
- Entities can be added and removed from the list of available entities by selecting the entity and clicking the relevant button.
- Entities can be assigned as Read Only or Editable.
- Choose the fields that are available for viewing.
- Publish the changes.
Mobile Express Administration page
CRM Mobile Express - Entity
The entities supported in this solution are:
• Custom Entities (this is a big one!)
• Invoice Product
• Account
• Lead
• Annotation
• Letter
• Address
• Marketing List
• Appointment
• Opportunity
• Case
• Order
• Campaign
• Order Product
• Contact
• Phone Call
• Competitor
• Quote
• E-mail
• Quote Product
• Fax
• Task
• Invoice
• User
Some other screenshots are below. I’ll give this accelerator a go this week. Let me know your thoughts if you’ve tried it already!
CRM Mobile Express - System Views
CRM Mobile Express - System Views 2
CRM Mobile Express - Read Only Form
CRM Mobile Express - Editable Form
Tags: Microsoft Dynamics CRM, Mobile, mobile client, Mobile Express
Microsoft’s latest statement outlines big plans for the future of Dynamics CRM [PDF download]
Administrator, Consulting, CRM 4.0, Customizations, Developer, Downloads, General Users, Microsoft Dynamics, Salespeople July 28th, 2008
Sales. Service. Marketing. Dynamics CRM's got you covered.
If your business or career involves Microsoft Dynamics CRM, this is probably the announcement you’ve been waiting for. Microsoft released a statement today addressing several important topics on the future of Dynamics CRM. You can really tell they believe in the software and has big plans for it in the future.
The Microsoft Dynamics CRM Team Blog released a document titled “Statement of Direction”, which is available for download at these links:
- Microsoft Dynamics CRM: Statement of Direction [PDF, 487KB]
- CustomerSource [link]
- PartnerSource [link]
Some of the topics covered in this statement include:
- Roadmap
- CRM Mobility
- Solution Accelerators
- SharePoint Web Parts
- BizTalk integration
- New features in CRM Online
- CRM “V-Next” (aka, Dynamics CRM 5.0!)
Some major announcements I’ve collected from reading this statement:
- Microsoft will release “CRM Mobile Express” in Q3 of 2008. This fully-supported software will allow CRM to run on any HTML 4.0 capable phone. To support Blackberry customers, Microsoft partnered with TenDigits to provide their MobileAccess 4.0 software at a cost-effective price.
- The list of confirmed CRM Accelerators are as follows:
- Analytics
- eService
- Event Management
- Enterprise Search
- Sales Methodologies
- Extended Sales Forecasting
- CRM Notifications
- Business Productivity
- An updated SharePoint web part for CRM 4.0 will be released in the second half of 2008. It will support multi-tenancy, IFD deployments and 64-bit environments.
- New tools and features will be phased into CRM Online between now and CRM “V.Next”. This will include advertising management, search engine, new analytics elements and dashboards.
CRM “V.Next”, or perhaps more known as CRM 5.0, deserves it’s own special section. It’s slated to be released late 2009 to early 2010. I’ve summarized some of the goals for this next version below.
- Deliver a “rich and satisfying user experience, leveraging new usability advances in the next releases of Microsoft Office and Windows.”
- Enhance the Outlook and Office “ribbon” experience.
- Streamlined user interface.
- More user personalization options.
- Closer integration with SharePoint, especially around document management.
- Improved Business Intelligence tools.
- Balanced workload management for more efficient use of resources.
- Overall improvements to:
- Contact and Account Management
- Team-Based Collaboration
- Call Center and Unified Communications Support
For the full Table of Contents, click on the link below.
Tags: CRM, CRM 4.0, CRM 5.0, CRM Online, Microsoft, Microsoft Dynamics CRM, Mobile, SharePoint
Mobile v1.1 for Dynamics AX and NAV is now available in PartnerSource
Downloads, Links, Microsoft Dynamics April 4th, 2008
Thanks to Cesar, I was informed that the Mobile piece for Dynamics AX and NAV was officially released! This is great news for the Microsoft Dynamics world, but I’m still impatiently holding out for the official CRM 4.0 version. 
This release contains:
- Microsoft Dynamics Mobile – Mobile Development Tools.zip
- Contains the Server and the Framework Components for Microsoft Dynamics Mobile together with Release notes for both parts.
- Microsoft Dynamics Mobile – Mobile Sales.zip
- Contains the installer for Mobile Sales and Release Notes.
- Microsoft Dynamics Mobile – Documentation.zip
- Contains the installer for all documentation for both Mobile Development Tools and Mobile Sales.
See below for all relevant links.
The full description of CRM Mobile from the Microsoft website can be found below.
Tags: AX, Documentation, download, installation, Microsoft, Microsoft Dynamics, Mobile, NAV, Sales
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