CRM for phones: Set up and use

The following table lists the browsers that CRM for phones works with.

Microsoft Dynamics CRM 2013 introduces a new security privilege to provide access to use CRM for phones. Prior releases of Microsoft Dynamics CRM included a privilege labeled Go Mobile which granted a user access to use what was called Mobile Express, now called CRM for phones. The Go Mobile privilege has been renamed to CRM for phones.

By default, this privilege is included for the following default security roles:

• CEO-Business Manager

• Salesperson

• Sales Manager

• Vice President of Sales

• System Administrator

• System Customizer

This applies to new installations Microsoft Dynamics CRM Online or Microsoft Dynamics CRM 2013 (on-premises), as well as customers that upgrade from Microsoft Dynamics CRM 2011. You can add or remove this privilege from custom or default security roles to meet your business needs.

CRM for phones supports the languages listed in the following table.

When the application first loads after installation, it determines the device language and loads the user interface in that language. If the device language isn't one of the supported languages, the application loads in English. Once the application has been configured in a Microsoft Dynamics CRM organization, the application will load the application pages in the language specified in your personal options. If your language is not one of the supported languages, the application will fall back to the base language of the CRM organization, if it is in the supported language list. If the organization's base language isn't supported, English will be the final fallback if it is enabled on the server.

When you first open CRM for phones, you're presented with a list of record types such as accounts, contacts, and leads.

Tap a record type to display a list of records.

Tap the search icon to search for records. Enter text to search.

Tap the search icon.

Tap the Microsoft Dynamics CRM logo to return to the list of record types.

CRM for phones displays the first two columns of the selected view. Tap the view name to change the current view. For example, you can change the view from Active Contacts to My Active Contacts by tapping Active Contacts and selecting My Active Contacts.

Initially, 10 records are retrieved for display. Scroll down to retrieve more records.

You can view forms defined as mobile forms in CRM for phones.

Only fields that contain data are displayed.

For Android and iPhone, related entities enabled for CRM for phones appear under the list of fields on a form when you swipe down in the view.

Use Lookup fields to find records.

Tap the Find icon ().

Tap Look Up More Records.

Enter a few characters to search and tap find.

Select the record and tap done.

Your record is entered.

Start a call or launch your email app by tapping on a phone number or an email field.

Tap the phone number to start a call.

After finishing an activity, you can mark it as complete.

On a Windows Phone, tap the check icon.

On an iPhone or Android, tap the more command and then tap MarkActivityAsComplete.

In your phone's browser, tap the check icon.

You can add an attachment such as a document or picture to a record.

Tap the attachment icon.

If activity feeds are enabled in your Microsoft Dynamics CRM, you can view user or auto posts in CRM for phones.

Tap what's new.

View the posts.

You can swipe to view additional information.

Swipe to view related entities (record types).

Swipe to view the activity feeds wall.

You can access recently viewed (cached) data while disconnected from the network. You can view but not edit data.

On a Windows Phone, if you've modified organization settings by making customization or other changes, you can force the changes to appear on the phone by clearing the cache. Tap the gear icon and then tap clear local cache.

You can also tap the gear icon to get version info.