For the iPhone Lovers Out There: Updated on the go CRM app for your iPhone
Posted by Jen Bieker on June 25, 2014
Back in October 2013, Microsoft released its Dynamics CRM iPhone app; however, many were disappointed with it’s performance. So, just recently, Microsoft released an updated version of the app, greatly improving the performance. I think it’s time to give this a try again!
Stay up to date with your customer info—on the go. Arrive prepared for every appointment, and update your notes, tasks, contacts, accounts, leads, and opportunities while the details are still fresh in your mind.
In just a few easy steps, you too can have on the go Microsoft Dynamics CRM information.
1. Download the app from the app store
2. sign in to your CRM system
3. View and edit your data
Please note - your Dynamics CRM administrator has to have granted permission to entities to be displayed on phones and/or tablets for you to see information through this app.
To do this, the Admin needs to go into each entity, and selects the option of whether or not the entity is available in ‘CRM for Phones’. If this is checked, the entity will appear as an option in the main navigation of the app for you.
This app is for use Internet-facing deployments (IFDs) of Microsoft Dynamics CRM Online Fall '13 and Microsoft Dynamics CRM 2013.