Microsoft Dynamics CRM Mobile Phone Apps - What's Available, What's Next!

Every licence of Microsoft Dynamics CRM includes access to mobile phone apps at no additional cost.

These are an ideal solution for anyone who needs access a lighter version of Microsoft Dynamics to quickly check and update CRM data on the go.

Free CRM mobile apps are available for:

• Android smartphones on Google Play
• iPhones on iTunes
• Windows Phones on the Windows Store

Click here to check which versions of these devices are currently supported with Microsoft Dynamics CRM Online and CRM 2015. Keep reading to see what's next for CRM Mobile...

These apps don’t provide the same full functionality compared to accessing Dynamics via a web browser or using Microsoft Outlook but they deliver access to records in a convenient easy to use interface.

No longer solely a resource for sales professionals, CRM for Phones also works for marketing, servicing and other teams.

This includes access to: CRM sale opportunities, accounts, contacts, emails, campaigns, appointments, tasks, users, cases and campaigns.

CRM mobile apps can also be configured to include selected custom record entities.

CRM for Phones apps are optimized for average‐sized phone screen resolutions and will display a single column.

We've listed a selection of screenshots to demonstrate the present mobile interface...

Scroll through to access multiple
entities using the CRM mobile app:

Check CRM Account information,
click to phone or email:

Check CRM contacts to access emails, tasks
& other entities related to this record:

Create a new CRM
sales opportunity:

Schedule a new task & assign
it to another user:

CRM for Mobiles are a simple alternative compared to Outlook or Exchange sync which involves moving contacts to Exchange contacts. As a result, this process can inundate phones by including every contact record that an individual user is set as the record owner.

The CRM Mobile apps provide a more convenient option to access CRM detail and click to dial without the need to rely on contact sync.

CRM for Windows Phones

Being a Microsoft product the Dynamics CRM app delivers a some extra functions on a Windows devices.

This includes Bing Maps displays when a contact or account address is clicked and caching of recently viewed contacts for offline access.

Best of all, Windows 8.1 phone users can utilize its voice activated tool, Cortana!

Cortana enables CRM users to execute routine CRM functions with voice activated commands.

This includes searching for records, scheduling meetings, creating new records, checking your task list and creating a reminder activities on the go.

Click here for a list of supported Cortana voice commands and check out a demonstration video from Hitachi to see this amazing productivity enhancing technology in action!

Configuring CRM for Phones

CRM Online is automatically enabled to work with supported the CRM Mobile apps.

For On-Premise environments an Internet Facing Deployment is required, or using an alternative method to expose the CRM website.

Database administrators control which users will be granted access to CRM Mobile via the regular security roles page.

CRM for Phone is shown as an option on the Business Management tab.

In the example below all CRM users assigned to the Salesperson role have entitlement to access CRM using the mobile app:

The read / write permissions for each security role determine which entities each CRM user can access via the mobile app.

To enable or disable mobile permissions for individual entities in Dynamics CRM go to Settings > Customise the System and select the relevant entity.

In the example below the Case entity has been enabled for CRM for Phone access:

Login Process

Once the app is installed on your mobile device users can login with their regular credentials.

CRM for Phones authenticates to Dynamics CRM using an Active Directory Federation Services (ADFS) connection. This is a claims‐based authentication method meaning that when you log in, the ADFS server grants you a token that authenticates you into CRM.

This token is cached in your browser to automatically authenticate users until expiry. Token expiration is determined by the timeout settings on your ADFS solution.

What's Next for CRM Mobile...

November 2015 Update: New Mobile Friendly Dynamics CRM Controls

In March 2015, Microsoft unveiled its update plans for CRM Mobile.

Using the mantra, 'design one, deploy everywhere' the new mobile interface will offer a unified experience across all devices.

In CRM 2015 Update 1 (Spring 15) the new Mobile apps will add:

• User defined home page & dashboards
• CRM charts
• Process driven interface including business process flows
• Form logic to run client API

Offline CRM mobile access will also arrive later in 2015...

Here's a taster of what to look forward to:

New menu &
customizable home page

Process driven process UI
including business flows

View CRM dashboards
including charts

Role based CRM
dashboards

Click to drill down
pipeline charts

Microsoft has stated the new reimagined mobile application will work with:

• iOS: 7.x and 8.x (RAM 1GB+)
• Android: 4.4 (RAM 1GB+)
• Windows: 8.1 (RAM 512MB+)

It’s likely that the mobile interface won’t be your only means of working with Microsoft Dynamics but CRM for Phones offers a fast and convenient method to access CRM on the go.

Combined with other accessibility options including CRM for Tablet it guarantees there are always plenty of choice to decide how you want to work with CRM!

Please contact us to find out more and discuss how to optimise your CRM forms for mobile access.