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Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

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From cell phones to tablets, mobile devices are truly a part of business - allowing us to stay connected and work more efficiently. Now with Microsoft Dynamics CRM Mobile, access critical client information is available anytime, anywhere - allowing you to work smarter, increase sales and improve your customer's overall experience. Check out our webinar to learn more!
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April 26, 2012 | Copyright © 2012 Infinity Info Systems Microsoft Dynamics CRM Breakthrough Webinar Go Mobile ! Extending the Power of CRM through Mobile Access Mike Hammons – Director, Solution Architects
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Page 1: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Microsoft Dynamics CRM Breakthrough Webinar

Go Mobile !

Extending the Power of CRM through Mobile Access

Mike Hammons – Director, Solution Architects

Page 2: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Presenters:

Director, Solution Architects

Email: [email protected]

Twitter: twitter.com/mikehammons

Blog/Community: http://www.i3community.com

Marketing Associate

Email: [email protected]

Page 3: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Agenda:

• Why Mobility

• Challenges

• Microsoft Mobile Updates

• Mobile Options

• Demo

• Q&A

Page 4: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

WHY MOBILITY Infinity Info Systems

Page 5: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Access Business Content Outside of Office

Yes

No

Mobile strategy no longer nice to have… it’s an absolute business necessity

60%

40%

Page 6: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Smartphones Are Exploding

Source: RBC Capital Markets

Page 7: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Tablets Are Exploding

• 30% of companies piloting or planning tablet apps

• A further 43% of firms in North America and Europe are interested in tablets.

• Only one in four firms have no tablet plans.

“How iPads Enter The Workforce”, Forrester Research, October 26th, 2010

• U.S. tablet sales at 195 million by 2015 • 10.3 to 44 million annually through 2015 • Eclipse laptop sales by 2015. “Tablets Will Grow As Fast As MP3 Players”, Forrester Research, January 11th, 2011

Page 8: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

No Clear Winner

Page 9: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Benefits of Mobility

Forrester: 2,247 Companies Surveyed Q2’11

Page 10: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Challenges

• Multiple Devices

• Access to Data

• App & Device Cost

• Changing Needs

• Support Costs

Page 11: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

MICROSOFT SERVICE UPDATES Infinity Info Systems

Page 12: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Roadmap and release cadence

November 2011 Service

Update “R7”

Social Productivity

& Enterprise Cloud

“R8”

CRM Anywhere

”R9”

Social Customer Engagement

&

Next Gen Productivity

Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012

Page 13: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Microsoft Dynamics CRM November 2011 Service Update

Page 14: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Q2 2012: “CRM Anywhere”

14

Page 15: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Page 16: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Microsoft Dynamics CRM Mobile

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Page 17: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Mobile Platforms Supported

Form Factor Device OS

Smartphones

Windows Phone 7.5+

iPhone 3GS+ iOS 5+

Android 2.2+

Tablets

iPad/iPad 2** iOS 5+

**This means full CRM support for iPad!! Will require a connection (no offline)

Page 18: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

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Page 19: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

Microsoft Confidential 19

Page 20: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

Microsoft Confidential 20

Page 21: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

Microsoft Confidential 21

Page 22: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!
Page 23: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

Microsoft Confidential 23

Page 24: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

Microsoft Confidential 24

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Microsoft Confidential 25

Page 26: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

MOBILE OPTIONS Infinity Info Systems

Page 27: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Dynamics CRM Mobile Express

• Delivers core CRM functionality – Supports multiple devices – Configurable/Customizable – Easy to deploy and manage – Always connected – No extra charge

Page 28: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

CRM Express Details

• Microsoft Dynamics CRM 2011 works with claims-based and mobile Passport authentication

• Supports all field level security options

• Supports role based forms

• Supports read only fields

• Works with managed and unmanaged solutions

Page 29: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Enable Mobile Forms

• To enable an entity for Mobile Express, complete the following steps: 1. Click Settings, click Customization, and then click

Customize the System.

2. Expand Entities, and then click the entity you would like to enable for Mobile Express.

3. Mark Mobile Express.

4. Save your modifications.

5. Publish your modifications.

Page 30: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Configure Mobile Forms

1. Click Settings, click Customization, and then click Customize the System.

2. Expand Entities, and then click the entity you would like to enable for Mobile Express.

3. Click Forms. Here you will see the available forms.

Page 31: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Configure Mobile Forms

4. Double-click the Mobile form.

5. The fields on the "Selected Attributes" side will be displayed on the Mobile form in the order in which they are listed.

Page 32: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Access Mobile Forms

• http://CRMServerName:Port/OrgName/m

– The URL contains the following information:

– Microsoft Dynamics CRM 2011 server name

– Port number

– Organization name

– "/m" (loads Mobile Express)

Page 33: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Mobile Express Bonus Tip!

• Works with Mac!

• Works with other browsers!

–Safari

–Chrome

–Firefox

Page 34: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

3RD PARTY OPTIONS Infinity Info Systems

Page 35: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

The Players

CWR

iEnterprises

Resco

TenDigits

Page 36: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

CWR Mobility

• Initial Focus MSCRM

• Admin configuration

• Developer tools (VA)

• Device management

• Supports multiple devices

Page 37: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

iEnterprise

• Original focus on Blackberry

• Supports other CRM platforms (Sugar, NetSuite)

• Supports other applications

• Requires App Server (LAMP stack)

Page 38: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Resco

• Started as mobile tools developer

• Admin configuration and developer tools available (VS)

• Mono Tools for iOS and Android app development

Page 39: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

TenDigits

• Initial focus on Blackberry and Win Mobile

• Android recently released

• Coming soon

– Dashboards

– Workflow

Page 40: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

MOBILE DEMO Infinity Info Systems

Page 41: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

Questions

Page 42: Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Presenters:

Director, Solution Architects

Email: [email protected]

Twitter: twitter.com/mikehammons

Blog/Community: http://www.i3community.com

Marketing Associate

Email: [email protected]

Gift Card Drawing


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