Tuesday, March 25, 2014

What’s new in CRM 2013 for mobile users? And how to configure CRM 2013 with Android.

Introduction

There are 12 features in CRM 2013 mobile app below is the list in detail. If I missed something please use comments section :) . There are three types of apps available in market.
  1. Windows Phone 8 users http://go.microsoft.com/fwlink/?LinkID=328765
  2. Apple iPhone Users (Thanks Microsoft you save our life :p) http://go.microsoft.com/fwlink/?LinkID=328968
  3. Android phone users http://go.microsoft.com/fwlink/?LinkID=328969

As we all know CRM 2013 comes with a lot of new feature. One feature is the Mobile APP. The UI and settings of this app is really easy. And it helps all the stack holders to stay connect and keep checking what’s going on. I am an Android user so I only configure CRM with Android.

You can download the app from following link.

Once we installed the app and opens it shows us following screen

Give your company’s CRM Web address for example in my case the address is
After successfully checking your connection it will asks for the credentials. 

Features

That’s it following are the features of this new app

Navigation and search

We can navigate to any entity that has CRM for Phones enabled in its settings.
Search option


Views

All views are available with its first two columns. You can easily change the view from selection

Forms

We can access the Mobile forms for the entity.


Relationships related entities

That option is available when we swipe down.

Lookup fields

Lookup view is also available in this app.

Call or email

We can directly call or email any user after opening its record. Click or tap the phone number to start a call. And if you want to email just tap the email field and it will open your email app.

Complete activity

Complete activity option is available now for phone users


Add attachments

That’s my favorite feature. You can attach any file from gallery with the records.


Activity feeds

Same like activity feeds in CRM all the activity feeds are also available in this app.


Record panorama

We can see additional information of any record by just swiping down.


Offline

That option is available for only Windows user. You can access recently viewed records while you are discounted from the internet.
Clear local cache
If you made any changes in your CRM at organization level you must need to clear the cache to check its effect in CRM mobile app. In settings click about and just hit the clear local cache button then you can see your new settings.




Comparison of features


Windows phone
iPhone
Android
Navigation and search
Yes
Yes
Yes
Views
Yes
Yes
Yes
Forms
Yes
Yes
Yes
Relationships related entities
Yes
Yes
Yes
Lookup fields
Yes
Yes
Yes
Call or email
Yes
Yes
Yes
Complete activity
Yes
Yes
Yes
Add attachments
Yes
Yes
Yes
Activity feeds
Yes
No
No
Record panorama
Yes
No
No
Offline
Yes
No
No
Clear local cache
Yes
No
No


The following table lists the browsers that CRM for phones works with. (Source)
Browser
Version
CRM for phones app
CRM for phones browser
Windows Phone - Internet Explorer Mobile
7.x

X

8.x
X
X
Safari on iPhone iOS
5.x

X

6.x
X
X

7.x
X
X
Android
2.3

X

3.3

X

4.x
X
X
Blackberry
6.x

X

7.x

X

10.x

X

Thanks everyone. :)