SYS-CON MEDIA Authors: Zakia Bouachraoui, Liz McMillan, Carmen Gonzalez, Roger Strukhoff, David Linthicum

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Dynamics CRM 2013 – Feature Dive – Mobile

Forceworks Dynamics CRM 2013 – Feature Dive – Mobile

Spoiler Alert… Mobile is big. Being able to not only access, but actually utilize your CRM from a phone or tablet is going to change the way CRM has been used in the past. You no longer have to wait until you get back to the office to input or update your deals.  Dynamics CRM 2013 mobile applications keep salespeople connected to data, team members, and customers. With mobile access to your CRM solution, you have the tools you need to not only look smarter but also to be smarter.

Powerful Tablet Applications

Microsoft Dynamics CRM for tablets helps you stay connected and productive wherever you are. Use your iPad or Windows 8 tablet to stay up to date with your customer info—even when you’re on the go. Arrive prepared for every appointment, and update your notes, tasks, contacts, accounts, and leads while the details are still fresh in your mind. Data is cached for offline viewing so you can still access key data if connectivity is lost.

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Seamless Experience

Delivering a CRM experience that is consistent across web, client and device is key to driving productivity and adoption. Always know where you are within your sales process, easily complete key tasks and advance the process to reveal what’s next. Embedded Skype  or Lync calling allows you to stay connected with your Customers. Native device capabilities provide familiar tools and actions to get things done.

Interactive Business Intelligence

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Work smarter with interactive charts. Click within a chart to analyze your sales or other data allowing you to find and access your most important information for quick insights.

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Touch-optimized Phone Applications

Release_Preview_Guide_September_2013_Page_13_Image_0001Your users are on the go. They have many devices and expect experiences that work across these various device types. The Microsoft Dynamics CRM 2013 phone applications will complete the mobility story by providing a touch-enabled mobile phone application experience for Windows 8, Android and iPhones. Phone applications will be launched following the General Availability of CRM 2013. They will not be available at launch.

Access Your CRM Data

View Contact, Account, Lead, Opportunity, Appointment and other relevant information on your phone. Work Offline and View Social Activity Feeds on Windows Phone. Add and modify Contacts, Tasks and Notes as well as other relevant data. Make phone calls and Map address information using native device capabilities. A customizable experience, allowing organizations to configure custom entities for display on the phone apps.

Tablet-optimized Web Browser Experience

Release_Preview_Guide_September_2013_Page_13_Image_0002Users that access CRM from the web browser on their mobile device will be presented with a web browsing experience optimized for the device. The “liquid layout” scales to optimize the viewing experience, adjusting for various screen shapes and resolutions (landscape, portrait, 1, 2, 3 column). This browsing experience adds flexibility in how the mobile employees access their CRM data.

The bar has been raised again

Salesforce.com must be reeling… blow after blow, without even a chance to respond before yet another merciless blow out of Redmond. Benioff needed to be taken down a peg anyway… way to full of himself. The pace of advancement continues to accelerate and the new mobile capabilities of Dynamics CRM 2013 are just another example. Hold on to your hat!

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