Mobile - CRM without limits
Access Microsoft CRM Anywhere
  • Work from your Laptop remotely
  • Work from your Windows Mobile PDA
  • Work from your Blackberry
  • Work from your Mobile Browser

As well as the option to work from any location in the world whist connected online, with Microsoft CRM you can also deploy the solution in the Outlook Disconnected Laptop mode as well as the mobile PDA mode. In both these cases you are able to take data offline, make updates and then synchronise your changes next time you connect to the server.

Work from your Laptop remotely

The Outlook Laptop option offers full functionality – as if you were in the office – and the user can choose which data he or she would like to take offline whist disconnected (typically a subset of the main dataset based on that user's territory rights).

Work from your Windows Mobile PDA

The PDA option is more Sales focused with the ability to take offline your Contacts, Accounts, Activities and Sales Opportunities. You will need a PDA device with Windows Mobile 5.0. and can synchronise data over an intranet or the Internet, depending on how your business sets up their corporate network. If the corporate network is configured for the Internet, Microsoft CRM Mobile can synchronize their mobile device wirelessly in any area with General Packet Radio Service (GPRS) coverage.

Click here for the brochure

Microsoft CRM Mobile is also compatible with the Windows Mobile
powered Pocket PC Phone Edition devices to allow for tap and hold to
call a phone number.

In addition to the mobile client, Microsoft CRM Mobile includes two
tools for system administrators to help them manage the mobile
clients:

  • Mobile Deployment Manager is used to create deployment packages. Deployment packages are used to install and configure Microsoft CRM Mobile on mobile devices, and can also be used to configure other device settings, such as browser favorites.
  • Microsoft CRM Mobile Customization is used to customize which Microsoft CRM data will be available to mobile device users and to customize the fields used in forms and views on the device.

Work from your Blackberry

The Blackberry option requires you to purchase separately an Add-On licence per user and offers extensive, real-time wireless availability of all entities from the CRM system - including any new custom entities you have added to the core system.

Click here for the brochure

Microsoft CRM Mobile Express gives your
salespeople the information they need when they
need it

CRM Mobile Express enables users to instantly view, create, and modify data on any Internet-capable device. It lets a salesperson in the field tap into the same sales, marketing, and customer service data they have access to in the office. Plus, CRM Mobile Express runs in a Web browser and doesn't require users to install additional software. Click here for the brochure

REAL-TIME ACCESS TO CUSTOMER INFORMATION

CRM Mobile Express for Microsoft® DynamicsT CRM delivers the power of Microsoft CRM to your mobile workforce with ease. CRM Mobile Express lets your mobile team work with up-to-the minute sales, marketing and customer service information, whether team members are on the road, in client meetings or on service calls.

FULL SALES, MARKETING, AND CUSTOMER SERVICE FUNCTIONALITY

CRM Mobile Express is an easy-to-use extension of Microsoft CRM. This thin-client application, capable of supporting multiple languages, benefits users by allowing them to capture, track and store critical aspects of their sales, marketing and customer service activities while away from the office.

Standard and custom entities are supported, including Account, Case, Campaign, Competitor, Marketing List and Opportunity

WORKS WITH ANY WEB-ENABLED PHONE OR DEVICE

CRM Mobile Express provides users the ability to view, create and modify CRM data on any Internet-capable device¹. It can be used with any mobile Web browser, including Microsoft Windows Mobile Pocket PCs and Smartphones, Palm-powered handheld devices and RIM Blackberry devices.

EASY TO USE

The CRM Mobile Express screens are similar to the Microsoft CRM interface, and full history navigation at the top of each page lets users easily navigate back to previous screens, further saving time and helping to improve productivity.

EASY TO MANAGE

CRM Mobile Express requires no installation on the mobile device. Simple configuration in Microsoft CRM allows you to choose which entities your mobile workforce can access. Most entities can be set so they are Read Only or Read/Write enabled.

EASY TO CONFIGURE

In addition to simple administration and "out-of-the-box" functionality, Microsoft makes the source code for CRM Mobile Express available under a shared source licensing agreement. You can modify the source to fit your exact business needs.

Now you can manage important Sales, Service and Marketing information from your Windows Mobile, Smartphone and HTML 4.0 compatible devices! CRM Mobile Express for Microsoft CRM also includes a Microsoft Dynamics CRM Administration Console that can be used to customise your mobile data objects - such as adding custom CRM entities to CRM Mobile Express, set data object read and write permissions, and configure mobile forms according to your CRM system's design.