0Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Microsoft CRM Tablet App for Dynamics CRM 2013 Travis Chen Fujitsu

1Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Summary Hardware & Software Requirements Navigation Search Customisation Offline

2Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Support Device Windows 8.1 and Windows 8 OS: Windows 8.1 or 8 Processor: ARM-based Memory: 1GB Resolution: 1366 X 768 or higher Apple iPad Device: iPad 3 generation or later Screen: 9 inch or larger, iPad Mini not supported Android Tablet Device: Google Nexus 10, Samsung Galaxy Tab3, Asus tranfomer Pad, Samsung Galaxy Note 10 OS: Android 4.2, 4.3. Android 4.4 is not supported

3Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Support Deployment Microsoft Dynamics CRM Online Fall 2013 Supported with both O365 and Live ID authentication Microsoft Dynamics CRM 2013 On-Premise Requires IFD (Internet Facing Deployment)

4Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Install Download and install from Windows Store App Store Google Play Multiple language supported based on device language settings.

5Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Hybrid Architecture

6Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Administration Security Role Required – Use CRM for tablet

7Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Navigation - Dashboard Sales Dashboard Support only one Dashboard – ‘Sales Dashboard’ No Personal Dashboard Supported Dashboard Design Maximum 6 component Only supports Charts and List, no web resource or iFrame The default views of these component can be set Layout is predefined Pin Dashboard – Pin both record and list Communication Card

8Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Navigation – Navigation Bar Available from top-left corner Displays all entities enabled for CRM for tablets Order based on Sitemap from Web Application Shown as a flat list without duplicates Custom entities will use a fixed custom entity icon

9Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Navigation – Command Bar Based on command bar definitions from web application Commands can be hidden based on display rules

10Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Search Multi-entity Search Only available in CRM for tablets Searches across 10 entities (max) Uses the Quick Find View definitions for determining the fields to search as well as the fields to display and the sort order.

11Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation – Metadata Sync Download Metadata Changes Metadata initially retrieved when you configure the app Notified when customisations have changed Choose to download now or postpone Metadata check Metadata checked each time app is opened Or when app is inactive in background and reactive (if last check was over 24 hours ago)

12Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation - Entity Configuration Out of box limited set of entities are enabled The entities which are disabled out of the box, cannot be enabled All custom entities can be enabled Lookup of entities which are not enabled, from a record which is enabled, will show the data – but will not be clickable

13Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation - Entity Configuration

14Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation - Form CRM tablet uses main form from Web Application

15Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation - Extensibility Business Logic Bound by client SDK (DOM customisation might not be supported) Business Rules and Client API calls flow through JavaScript bound to evens – supported Web Resources – not supported iFrames – not supported

16Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation – SDK Supported

17Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation – Command Bar Rendered from ribbon XML Some OOTB buttons are not visible Permission checks will be honoured Enable rules will be honoured

18Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation – Server side Fully Supported Include both workflow and plugins

19Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation - Developer Tips 1 No Alert function. Use XRM.Utility.alertDialog and confirmDialog to display message Below functions won’t work in CRM

20Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation - Developer Tips 2 Specify what code will run in CRM for tablets Specify what commands will display in CRM for tablet Xrm.Page.context.client.getClientState() – Check client state i.e. online or offline.

21Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation – Developer Tips 3 Test scripts thoroughly using the web application. Test tablet flow using Xrm.Page.context.client.getClient and verify that the logic is appropriate for the experience people should have when using CRM for tabletsgetClient Install CRM for tablets on a computer with Windows 8 and Microsoft Visual Studio installed. Include debugger statements where you want to launch the debugger using Visual Studio.debugger use Xrm.Utility.alertDialog to display values from your code within CRM for tablets.alertDialog

22Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Customisation Limitations Javascript web resources are supported iFrames will not be displayed Composite fields not supported 5 tabs on the form 75 fields on a form 10 lists on a form

23Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Offline Read-only (no create or update capability) No full client data sync process (e.g. Outlook Client offline capabilities) Manual Reconnect Not available for on-premise

24Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Offline Caching Records which you visit will be cached and available when disconnected on these Cannot choose what to cache or schedule caching Data on these records will be from the time visited Timestamp is shown to the user at the bottom left of the screen Cache Priority The records in cache are retained in the following order: Pri 1 – Dashboard (lists) and Data for tiles (not every fields) Pri 2 - Entity pages which are visited Charts are not cached since they are aggregate data

25Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE Other Consideration - Accessibility No support for tabbing through UI for forms No support for multi select No adjustable font size No screen reader No high contrast

26Copyright 2014 FUJITSU New Zealand Limited FUJITSU CONFIDENTIAL UNLESS SPECIFIED OTHERWISE