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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
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]
April 26, 2012 | Copyright © 2012 Infinity Info Systems
Agenda:
• Why Mobility
• Challenges
• Microsoft Mobile Updates
• Mobile Options
• Demo
• Q&A
April 26, 2012 | Copyright © 2012 Infinity Info Systems
WHY MOBILITY Infinity Info Systems
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%
April 26, 2012 | Copyright © 2012 Infinity Info Systems
Smartphones Are Exploding
Source: RBC Capital Markets
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
April 26, 2012 | Copyright © 2012 Infinity Info Systems
No Clear Winner
April 26, 2012 | Copyright © 2012 Infinity Info Systems
Benefits of Mobility
Forrester: 2,247 Companies Surveyed Q2’11
April 26, 2012 | Copyright © 2012 Infinity Info Systems
Challenges
• Multiple Devices
• Access to Data
• App & Device Cost
• Changing Needs
• Support Costs
April 26, 2012 | Copyright © 2012 Infinity Info Systems
MICROSOFT SERVICE UPDATES Infinity Info Systems
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
April 26, 2012 | Copyright © 2012 Infinity Info Systems
Microsoft Dynamics CRM November 2011 Service Update
April 26, 2012 | Copyright © 2012 Infinity Info Systems
Q2 2012: “CRM Anywhere”
14
April 26, 2012 | Copyright © 2012 Infinity Info Systems
April 26, 2012 | Copyright © 2012 Infinity Info Systems
Microsoft Dynamics CRM Mobile
16
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)
18
Microsoft Confidential 19
Microsoft Confidential 20
Microsoft Confidential 21
Microsoft Confidential 23
Microsoft Confidential 24
Microsoft Confidential 25
April 26, 2012 | Copyright © 2012 Infinity Info Systems
MOBILE OPTIONS Infinity Info Systems
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
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
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.
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.
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.
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)
April 26, 2012 | Copyright © 2012 Infinity Info Systems
Mobile Express Bonus Tip!
• Works with Mac!
• Works with other browsers!
–Safari
–Chrome
–Firefox
April 26, 2012 | Copyright © 2012 Infinity Info Systems
3RD PARTY OPTIONS Infinity Info Systems
April 26, 2012 | Copyright © 2012 Infinity Info Systems
The Players
CWR
iEnterprises
Resco
TenDigits
April 26, 2012 | Copyright © 2012 Infinity Info Systems
CWR Mobility
• Initial Focus MSCRM
• Admin configuration
• Developer tools (VA)
• Device management
• Supports multiple devices
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)
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
April 26, 2012 | Copyright © 2012 Infinity Info Systems
TenDigits
• Initial focus on Blackberry and Win Mobile
• Android recently released
• Coming soon
– Dashboards
– Workflow
April 26, 2012 | Copyright © 2012 Infinity Info Systems
MOBILE DEMO Infinity Info Systems
Questions
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