CRM Mobile

Microsoft@ Dynamics CRM Mobile Client

Included as a standard additional client with Microsoft CRM

Microsoft Dynamics CRM Mobile is a mobile client for Microsoft CRM. Microsoft CRM Mobile provides salespeople with up-to-date information about their accounts and contacts, and helps them manage sales opportunities and track sales-related activities.

Functionality

Microsoft CRM Mobile components are installed on each mobile device and on the computer running Microsoft CRM Server in the corporate network:

• Microsoft CRM Mobile. Runs on the mobile device. Users can view and enter data related to relevant accounts, contacts, opportunities, and activities when the mobile device is disconnected. When corporate network access is available, data on the mobile device can be synchronised with data in Microsoft CRM. Users choose the subset of data that applies to them so that only relevant data is downloaded to the device.
• Device support: Pocket PC (Windows Mobile) 2003, Pocket PC 2003 2nd Ed and Pocket PC 2005 with or without radio.
• Microsoft CRM Mobile server components. These components synchronise data between mobile devices and the Microsoft CRM server. Two tools are included for system administrators:
• Mobile Deployment Manager is used to create deployment packages. Deployment packages are used to install and configure Microsoft CRM Mobile on mobile devices, and can also be used to configure other device settings.
• CRM Mobile Customisation is used to customise which Microsoft CRM data will be available to mobile users and to customise the look of forms and views on the device.
• The application is a .NET CF 2.0 and SQL CE 3.0 thick client and works in both connected (wireless, cellular data or cradled) and disconnected modes.
• The software will be localised to German, French and Spanish.
• High DPI support
• Support for Account, Contact relationships.
• Support for Opportunity Roles
• Portrait and landscape enabled (device dependent)
• QWERTY keyboard support (device dependent)
• Wireless WAN support (GPRS/EDGE) (device dependent)

Additional information:

• Microsoft CRM Mobile FAQ
• Microsoft CRM Mobile Implementation Guide
• Microsoft CRM Mobile - Brochure

Download:

• Microsoft CRM Mobile 1.2
• Microsoft CRM Mobile Certificate Diagnostic Tool

Usage

Typically, mobile device users will use Microsoft CRM Mobile both at the office and while they are travelling, for example:

• At the office, with the mobile device cradled, a salesperson prepares for a day or week of meetings with customers by subscribing to information that is pertinent to upcoming meetings.
• Before leaving the office, a salesperson synchronises the mobile device with Microsoft CRM.
• While travelling, a salesperson updates information related to customers and opportunities, and notes required follow-up activities.
• While travelling with a Pocket PC Phone Edition device, a salesperson calls a contact by tapping and holding a phone number.
• Back at the office, or anywhere a salesperson has access to a computer with virtual private network (VPN) access to the corporate network and a Microsoft ActiveSync connection with the device, the salesperson synchronises the mobile device with Microsoft CRM, and uses Microsoft CRM on the desktop or laptop to complete any follow-up.

System requirements

• Supported Operating Systems: Windows 2000 Service Pack 4, Windows Server 2003, Windows XP Service Pack 1
• Mobile device requirements: To run Microsoft CRM Mobile, each mobile user must have his or her own mobile device that meets the following requirements:
  • Windows Mobile™ 2003-based Pocket PC (ARM or Xscale processor)
  • 64 megabytes (MB) of RAM minimum, 64 MB recommended
  • 400-MHz processor (minimum)
  • 3.5" display, 240 x 320 pixels (minimum)
  • Recommended: secure digital card slot and a secure digital card, or CompactFlash card slot and a CompactFlash card.