Sunday, October 20, 2013

MSCRM: Dynamics 2013 and Mobile devices


One of the exciting features of the fall release of Dynamics CRM 2013 is that it is extending its ‘reimagined user experience’ to the mobile client.  The Dynamics CRM 2013 ipad app was released October 8, 2013.  It runs on iOS 6  (if you own a first generation ipad, you’re out of luck).

The Windows 8, Iphone and Android phone apps are not available yet, but are promised to be along shortly.  All the Microsoft Dynamics CRM mobile apps are free.  I’ll keep you posted.

Meanwhile, I’ve been using the free crm app called MobileCRM by Resco.net.  One of the best features of this app is that it can create a map with your contacts, accounts and/or leads shown as color coded pushpins.  Very handy for planning your travel. 



The only downside is that the latitude and longitude of the location must be known to display on the map.   Latitude and longitude are default fields in Dynamics CRM, but most of us enter a street address.
You can easily get the lat/lon from the address of your entity by clicking on the Bing map displayed in the entity record.  When the map opens up in the new tab, the latitude and longitude are shown beneath the address:



I'll explore ways to populate the latitude and longitude fields ‘automatically’ in a future blog.

 



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