CRM 2011 ships with Mobile Express, an html 4.0 compliant browser application that provides remote access to your CRM system. Mobile Express came with Rollup 5 in CRM 4 but Microsoft has enhanced the product and provided it right from the get go with CRM 2011.
You can access Mobile Express by simply appending /m to your CRM Server Url.
On Premise
http://<Server>:<Port>/<Organisation>/m
CRM Online
https://<Organisation>.crm.dynamics.com/m (North America)
https://<Organisation>.crm4.dynamics.com/m (EMEA)
https://<Organisation>.crm5.dynamics.com/m (APAC)
So you might be thinking what will Mobile Express do for me, well here are 11 reasons to go mobile with CRM 2011.
1. Access your data from anywhere
On the way to a client site , in a meeting, at the airport or at home, your data is waiting to be accessed.
2. Access your data from any web capable device
Web capable devices are becoming more common every day. The most common device is the mobile phone though there is an increasing number of other such mobile devices that are just waiting to be connected to Microsoft CRM.
3. Easily configurable within the CRM UI
Enable the entities you want, select the available fields, then publish. It’s really as easy as that. You can even take advantage of Role based forms.
4. Everybody has a mobile device
Do you know anyone who does not have a mobile device.
5. Real-time access to CRM data
Need up-to-date stock levels, case information, an account’s status or even address data, its live data and you want it now.
6. No installation on mobile device required
No need to install special software, no maintenance per device, just a simple Url, bookmark the Url in your mobile device browser and you’re always ready to go.
7. View, Update and Create CRM data on the move
You may need to check pricing, create an appointment, update an account, close a case, and the list goes on. Why wait until you get back to the office, are you even going to go back to the office?
8. Get the competitive advantage
Are your competitors using a CRM Mobile application? They aren’t waiting around to see if you are, so get it first.
9. Talk to your customer and access CRM data at the same time.
While on your phone or in a meeting, you could be giving your customer info they want right there and then, forget about “I’ll have to get back to you later” statements.
10. Increased Productivity
Having CRM data at your finger tips allows you to create that new appointment or update that case without even opening your laptop or turning on your PC, now you can go get that coffee and donut.
11. It’s FREE
What is there more to say, CRM Mobile Express is free with Microsoft CRM and its waiting for you to connect, check it out and get that competitive advantage now.
To see a great overview of CRM 2011 Mobile Express check out these articles
http://crmmongrel.blogspot.com/2010/10/mobile-express-for-dynamics-crm-2011.html
http://crmmongrel.blogspot.com/2010/10/mobile-express-for-dynamics-crm-2011_12.html
http://crmmongrel.blogspot.com/2010/10/mobile-express-for-dynamics-crm-2011_2662.html
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FYI – AFAIK you can’t create or edit activites on the mobile express platform… which is a huge downfall in my oppinion.
Hi Steven, by default it is not enabled, but you can enable activities for Mobile in the customisation area. By Selecting the entity (task, Appointment, etc…) and under the General Tab select the checkbox for Mobile Express. You can find this checkbox under the Outlook and Mobile section. This will then allow you to work with activities in Mobile Express, you do not even have to publish the entity after setting the checkbox value, just save it and then open Mobile Express.
Regards,
Rhett
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Hi Rhett,
Actually, you can enable activities by updating the Entities’ properties.
But you won’be able to create appointments, only tasks.
You won’t be able to create quotes as well.
AFAIK, the Mobile Express Client is essentially a read-only Client (except for Accounts, Contacts, Leads, Opportunities, taks, notes and few other entities)
Should yo really want to add information from within Mobile Express, you might have to create additional entities and workflows or purchase 3rd parties softwares like CWR Mobile CRM or Mobile Access.
Regards,
Thomas
hI Rhett ,
The Dashboards can view in in a mobile device? Its, a requerimient from my customer.
Thanks.
Hi Jose, you might like to take a look at CWR Mobility, they have dashboards in there mobile client.
Regards,
Rhett
Thanks man, the client precisely choose CWR Mobility by our recommendations.