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Mobile Express for Microsoft Dynamics CRM User's Guide

4.0


Copyright


Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

© 2009 Microsoft Corporation. All rights reserved.

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Microsoft, Active Directory, Excel, Internet Explorer, Microsoft Dynamics, Outlook, Windows, and Windows Vista are trademarks of the Microsoft group of companies.

All other trademarks are property of their respective owners.


Table of Contents


Copyright 2

Table of Contents i

Introduction 3

Entities Available in Mobile Express 3



Using Mobile Express 4


Introduction


Welcome to the Mobile Express for Microsoft Dynamics CRM User's Guide. This guide describes what Mobile Express is and how you can use it on your Web-enabled mobile device to access your customer information from Microsoft Dynamics CRM. Because Mobile Express lets you stay connected remotely, you can access and use Microsoft Dynamics CRM from your mobile device whether you are in the office, traveling, or at a customer location.

Mobile Express is a new feature in Microsoft Dynamics CRM that enables you to access CRM data and capabilities simply and easily. With Mobile Express, you can use any mobile Web browser, such as Internet Explorer Mobile or Safari, in your Web-enabled mobile device to connect to your Microsoft Dynamics CRM system. Mobile Express does not store data on your mobile device.

Mobile Express works well for:


  • Occasional access to Microsoft Dynamics CRM.

  • High-speed networks.

  • Completing a broad range of common CRM tasks.

As shown in the following figure, through an Internet connection, you can use Mobile Express to access to your customer relationship management (CRM) data.

Some organizations do not allow Internet access to Microsoft Dynamics CRM. In these instances, your mobile device must be connected to your corporate network to access Mobile Express. Your system administrator can tell you if your organization uses this type of set up.


Entities Available in Mobile Express


The following list describes the complete set of Microsoft Dynamics CRM entities that may be available in Mobile Express and how you can work with them in Mobile Express:

  • Accounts: Enter a new account or review an existing account, which contains information about companies that do business with your organization.

  • Addresses: Enter a new address or look up information for an existing account or contact.

  • Appointments: Review existing appointments. An appointment does not include service activities or check for conflicts, and you cannot search for available times.

  • Campaigns: Review existing campaigns.

  • Cases: Review existing cases.

  • Competitors: Review existing competitors.

  • Contacts: Enter a new contact or review an existing contact.

  • Contracts: Review existing contracts.

  • E-mail Messages: Review sent, received, and pending e-mail messages.

  • Faxes: Review faxes that have been entered into the system.

  • Invoice Products: Review products associated with an invoice.

  • Invoices: Review existing invoices.

  • Leads: Enter a new lead or review existing leads.

  • Letters: Track when a letter has been sent or received.

  • Marketing Lists: Review existing marketing lists.

  • Notes: Add a new note to an activity or a record, or review an existing note.

  • Opportunities: Enter a new opportunity or review an existing opportunity.

  • Order Products: Review products associated with an order.

  • Orders: Review existing orders.

  • Phone Calls: Track when phone calls have been received or made. You cannot dial a phone number directly from this form.

  • Quote Products: Review products associated with a quote.

  • Quotes: Review existing quotes for opportunities, accounts, or contacts.

  • Service Activities: Review service activities.

  • Tasks: Create a new task or review an existing task.

  • Users: Review or search for people who have an active user account in Microsoft Dynamics CRM.



Using Mobile Express


With Mobile Express, you can use any mobile Web browser in your Web-enabled mobile device to connect to your Microsoft Dynamics CRM system. Mobile Express accesses the same Microsoft Dynamics CRM environment and entities found in Microsoft Dynamics CRM. The primary difference between the two user environments is the display. Mobile Express provides a simplified layout to better support the small screen size of mobile devices. Mobile Express does not store data on your mobile device.

You must have an Internet or intranet connection to use Mobile Express.



  1. From your mobile Web browser, go to the URL for Mobile Express. Typically this is https:///m where is the name of the server you use to access Microsoft Dynamics CRM. Your system administrator will have the appropriate URL.

  2. From the Home page, click an entity to access the form for the entity:

  • From the form, you can access system and saved views, search for records, and create new records.

  • Unless your system administrator modified what is available for each entity, you will see the same fields that you see in Microsoft Dynamics CRM.

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