Once you’ve set up Dynamics CRM 2011 Mobile Express and it is established from the administrator, you can create accounts, contacts, opportunities, tasks, phone calls, and access custom entities and custom activities from your mobile device. In the demonstration below I will be utilizing Safari to show how Mobile Express renders the Dynamic CRM mobile form.
As you open Dynamics CRM 2011 via Mobile Express, you will find all the different entities which are available for you to view and/or edit. Any custom entity can be made accessible and editable through Mobile Express.
To make an entity available via the Mobile Express, you will need to login to Dynamics CRM on a Windows platform and customize the entity by selecting Mobile Express on the general tab.
You can then proceed by editing the mobile form and making certain fields available for viewing and editing or viewing only.
By clicking on accounts, we can now see the accounts that are visible to me based on my security settings. Assuming I am an administrator or a manager, I have the ability to change the different views and search for the specific contact.
Searching for the account name works similarly to using the quick find feature in CRM. If the account was not in the system, I would click on new to add the account information.
By opening the account that I searched for, I am able to view the basic account information and the fields that I published for Mobile Express.
By clicking on edit, I now have the ability to modify the information on Blue Company account. In this instance, I am going to update the customer rating field and save the record.
Notice that the customer rating field now shows up on the main screen. The order in which field appears on the mobile form can be controlled through by re-arranging the fields on the mobile form.
By navigating to the contacts while staying on the Blue Company record, I now have a list of all the contacts that are associated to Blue Company. The existing contacts can be edited and new contacts can be created.
Creating a new contact automatically maps the address fields from the account record to the contact record. We now have a new contact associated to the Blue Company account.
I can now schedule a task for myself regarding the newly created contact, Isabelle Adjani, by navigating to the task area and clicking on new.
Once saved, the record is available for other related entities to be associated to it. We can now schedule a task, create an opportunity, assign a new case or create a note.
Scheduling a task for myself to follow up with the contact allows me to select the start and end date, and add a custom description for the task.
Opportunities and cases can also be created from the mobile device.
For what it's worth, a lot of our clients are satisfied with the capabilities of Mobile Express in Dynamics CRM 2011. In addition, Mobile Express is included in the CRM license fee so there is no additional cost. You can’t beat that!
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