Mitch Milam's Dynamics CRM and xRM Discussions » Mobile

Getting Started with CRM Mobile Express

Mitch Milam — Wed, 04 Jan 2012 16:24:32 +0000

In case you didn't know, Dynamics CRM 2011 has a basic mobile web site built into the product. You access the mobile site by adding /m to your CRM URL, like this:

http://crm2011/contoso/m

Which will produce a web page that looks like this:

Here is what a view looks like:

and finally, record detail:

Now that we've seen it work, let's look at how to make it work.

Configuring the Mobile Experience

Configuring Dynamics CRM 2011 for mobile use is a multi-step process, which is as follows:

Step 1: Enable mobile support for the Entity

The first step is to actually enable mobile support at the Entity level, which you accomplish by checking the Mobile Express checkbox on the Entity's information page:

Click the Save button to record your changes.

Step 2: Update the Mobile form

Dynamics CRM 2011 includes a mobile form, as you can see from the Forms view:

Double-click the Mobile Information form to open it in the form editor.

If you are familiar with the normal CRM form editor you will notice that this is not it. Actually, you really can't do much with the form besides select what fields will be displayed.

This is accomplished by adding or removing fields from the Selected Attributes list on the right side of the dialog.

Like other CRM forms, you can assign roles to the form to show this only to certain types of people, if you wish.

Step 3: Publish your changes

After you have finished editing the mobile form, publish the Entity and your changes will be available to users.

Conclusion

That is about it for Mobile Express. It provides basic HTML-level access to CRM data through just about any mobile device.

However, should you need offline capabilities or a richer user experience, you might try a solution from a third-party vendor such as CWR Mobility, among others.

CWR Mobility Ships Clients for Microsoft Dynamics CRM for BlackBerry, iPhone and Windows Mobile

Mitch Milam — Wed, 20 Jan 2010 14:44:31 +0000

CWR Mobility has released version 4.2 of its flagship product CWR Mobile CRM which includes a native mobile CRM client for BlackBerry and iPhone.

Read the full article here.

Dynamics CRM Mobile Express Installation Instructions

Mitch Milam — Thu, 11 Jan 2007 00:23:25 +0000

I'm not sure how many of you have explored the CRM Mobile Express client, but I wanted to point you to an alternative set of installation instructions.

Andy Goodman has created a document that not only outlines the Mobile Express installation, but it also walks you through configuring ISA to allow the Mobile Express client to function properly through the firewall.

It's a great piece of work and even if you skip all of the ISA stuff, Andy's instructions contains screen shots which make the installation process much easier to understand.

Great work Andy.