DYNAMICS CRM 2013 MOBILE APPLICATIONS Nikita Polyakov | | NikitaP.com

WHOIS - NIKITA POLYAKOV  Mobility Architect  Dynamics CRM Practice at Tribridge My Past  Fully Custom Web Portals using Dynamics CRM SDK for 3 Years  Windows Phone MVP 6 Award Years  ASP.NET Programmer [almost 10 years]  Programmer [~15 years]

SURVEY  Dynamics CRM 2013  Windows 8  Touch screen Windows 8  Tablets  Phones

AGENDA  WHY  WHAT  WHO  WHERE  DEMOs  HOW

AGENDA - WHY  BYOD  Discovery of the Dynamics CRM App in various App Stores  Watch-out! Had client submit support tickets and discovered they did not configure Mobile for CRM, it was simply enabled OOB on a 2013 installation!  Data Entry on the Go – take where a laptop can’t go  Native Experience when going mobile  Phone  Tablet  Ease of Access and Quick Data Entry  Start Discovering and Learning about being Mobile

AGENDA - WHAT  Dynamics CRM 2013  Mobile Clients - Tablets (MOCA)  Windows 8, iPad  Phone Clients  Windows Phone, iPhone  Mobile Web  Any Modern* Mobile Browser  Spring 2013 Update [based on info from Convergence 2014]  Android  Windows 8.1 [Not Windows 8.1 Update 2 for Keyboard + Mice]

YOUR MOBILE OPTIONS TODAY  Managed  Partner Solutions  Custom Applications

PHONE APP VS WEB  Mobile Web on the Phone – Mobile Express  No Social  Very Limited UI and UX  Required Sing on – fumbling to get the shortcut, time outs  Dynamics CRM Apps for Phones  Social Integration  Offline only of read-data  Ex: No choice to pre-load, Accounts or Product Catalog for Offline  Simple Security  Stays Logged In (24hours timeout)  No Forced Remove Until App Connects to the Internet  No MDM – Just an App from a Store  User Role defined Access  Mobile Entities Phone vs Tablet separate toggles

TABLET APP VS WEB  Mobile Tablet Browser Support  Full screen – App-like Experience on many modern tablet browsers  Full UI – but not all of it is “fat finger friendly”  Required Sing on – fumbling to get the shortcut, time outs  Dynamics CRM Apps  Offline only of read-data  Ex: No choice to pre-load, Accounts or Product Catalog for Offline  Simple Security  Stays Logged In (24hours timeout)  No Forced Remove Until App Connects to the Internet  No MDM – Just an App from a Store  User Role defined Access  Mobile Entities Phone vs Tablet separate toggles

PARTNER SOLUTIONS - OTHER OPTIONS  ISV (CWR/Resco/etc)  Not Free  Rich Options for Customization  Security & Control Varies – some offer MDM – Mobile Device Management features  Custom Native Mobile  Programmed for you custom experience  Full control of deployment – private apps and no marketplace requirements  Public vs Private apps – Customer Apps and Employee Apps

AGENDA - WHO  Role Based  Sales first  Service second  Extended Experiences  Full Support for Custom Entities and Forms  Design Your Own

TABLET APP SUPPORTED ENTITIES

AGENDA - WHERE  CRM Online  CRM On-premise / Private Cloud  IFD only (Same as Mobile Web)

AGENDA  DEMO time!

TABLET APP FORM REFLOW

OFFLINE MODE

TIPS & TRICKS  Pinning Tiles  Most Used Records on the go!  Visual Chart Drill Down on Data  Changing Views  Adding Records  Side-by-side Experiences on Windows  Rename the “Sales Dashboard ” to “Tablet Dashboard” and hide it

PHONE CLIENT – WINDOWS PHONE 8  Screenshots!

IDEAS  Tablet Audience vs Phone Audience  Kiosk Mode / Unattended Mode  Do you need disconnected?

LEARN MORE  Convergence 2014 Videos:  Microsoft Dynamics CRM 2013: Mobility options  Microsoft Dynamics CRM: Building and customizing mobile applications  CRMUG Mobile SIG  Join! Ask! Grow! Recorded Video:  CRMUG SIG: Mobile CRM - Using the Mobile Application in CRM 2013: Functional Use Series (April 2014)

Nikita | NikitaP.com | Try all the Mobile Options with CRM 2013 Online with FREE Trial:

WINDOWS STORE

FIRST LOAD

APP – CRM SERVER URL

APP - LOGIN

USER ROLE IN CRM TO ACCESS TABLET APP

APP – LOADING CONFIG

APP – LOADING CONFIG – RE-DOWNLOAD

APP – HOME DASHBOARD

WEB – HOME DASHBOARD

APP - NAVIGATION

WEB - NAV

WEB – NAV – SUB ITEMS

WEB – NAV

APP – CONTACT LIST

WEB – CONTACT LIST

WEB – MRU – MOST RECENTLY USED

APP – SIDE RECORD SLIDER

APP – CONTACT SCREEN SCROLL SIDE

WEB – FORM – RELATED ENTITIES

WEB – ASSOCIATED LIST

APP SEARCH

APP SEARCH - RESULTS

APP – CONTACT FORM

WEB – CONTACT FORM

WEB – “RIBBON” ICON BAR

APP – APP BAR

WEB – SCREEN SIZE REFLOW TABS

APP – REFLOW TABS AND SECTIONS

APP – UPDATING NEW CONFIGURATIONS

Nikita Polyakov. | NikitaP.com | Try all the Mobile Options with CRM 2013 Online with FREE Trial: