Mobile Apps Extend Value of Microsoft Dynamics CRM

Microsoft recently released mobile apps for its Dynamics CRM, bringing that suite of services up to speed with such competitors as Salesforce. The new apps, for Windows Phone, Apple's iPhone and Android phones, offer added convenience for on-the-go personnel who need anywhere access to their customer management tools and data.

In July, Microsoft had announced it was delaying the release of mobile clients for Dynamics CRM, which was originally scheduled for a Q2 release.

For BlackBerry users, the company has also released a browser app. For Windows Phone, Windows Phone 8 is required; for iPhone, it's iOS 6 or 7, and, for Android smartphones, versions 4.0, 4.1 or 4.2. For organizations using the cloud-based version, Dynamics CRM Online Fall '13 is required, while on-premises companies require Dynamics CRM 2013, with a Net-facing deployment.

'More Consistent Experience'

Core functions include the ability to create, update or delete such CRM records as Tasks, Account, Contact, Lead or Opportunity, create appointments, assign records to other users, search for records, attach images to records, create and update notes, or make phone calls from within the CRM.

Microsoft has also added a few functions that only exist in the app for its Windows Phone, including the ability to map customer addresses, view social activity feeds or take an offline look at already-viewed data.

Before these apps, Dynamics CRM was available on mobile devices through a browser. The apps add such functions are the ability to create appointments, assign records, or select values from pick-lists.

Brad Shimmin, an analyst with industry research firm Current Analysis, noted that Microsoft is trying to create "a more consistent experience across devices, even as they make their Windows Phone devices' experience a superior one." Outgoing CEO Steve Ballmer has touted a One Microsoft vision that offers a greater unity among devices and services.

On-the-Go Reps

Functional access...

Comments are closed.