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 …

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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  • 1. Microsoft DynamicsCRM 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
  • 2. Presenters: Marketing Associate Email: jvanpelt@infinityinfo.com Director, Solution Architects Email: mhammons@infinityinfo.com Twitter: twitter.com/mikehammons Blog/Community: http://www.i3community.com April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 3. Agenda:• Why Mobility• Challenges• Microsoft Mobile Updates• Mobile Options• Demo• Q&A April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 4. Infinity Info SystemsWHY MOBILITY April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 5. Access Business Content Outside of Office 40% Yes No 60%Mobile strategy no longer nice to have… it’s an absolute business necessity April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 6. Smartphones Are ExplodingSource: RBC Capital Markets April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 7. Tablets Are Exploding• 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• 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, October26th, 2010 April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 8. No Clear Winner April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 9. Benefits of MobilityForrester: 2,247 Companies Surveyed Q2’11 April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 10. Challenges • Multiple Devices • Access to Data • App & Device Cost • Changing Needs • Support Costs April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 11. Infinity Info SystemsMICROSOFT SERVICE UPDATES April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 12. Roadmap and release cadence Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 November 2011 Service ”R9” Update “R7” “R8” Social Customer Engagement Social Productivity CRM Anywhere & & Enterprise Cloud Next Gen Productivity April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 13. Microsoft Dynamics CRM November 2011Service Update April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 14. Q2 2012: “CRM Anywhere” April 26, 2012 | Copyright © 2012 Infinity Info Systems 14
  • 15. April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 16. Microsoft Dynamics CRM Mobile 16 April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 17. 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) April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 18. 18
  • 19. Microsoft Confidential 19
  • 20. Microsoft Confidential 20
  • 21. Microsoft Confidential 21
  • 22. Microsoft Confidential 23
  • 23. Microsoft Confidential 24
  • 24. Microsoft Confidential 25
  • 25. Infinity Info SystemsMOBILE OPTIONS April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 26. 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
  • 27. 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
  • 28. 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
  • 29. Configure Mobile Forms1. 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
  • 30. Configure Mobile Forms4. 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
  • 31. 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
  • 32. Mobile Express Bonus Tip!• Works with Mac!• Works with other browsers! –Safari –Chrome –Firefox April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 33. Infinity Info Systems3RD PARTY OPTIONS April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 34. The Players CWR iEnterprises Resco TenDigits April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 35. CWR Mobility• Initial Focus MSCRM• Admin configuration• Developer tools (VA)• Device management• Supports multiple devices April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 36. 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
  • 37. 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
  • 38. TenDigits• Initial focus on Blackberry and Win Mobile• Android recently released• Coming soon – Dashboards – Workflow April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 39. Infinity Info SystemsMOBILE DEMO April 26, 2012 | Copyright © 2012 Infinity Info Systems
  • 40. Questions
  • 41. Presenters: Marketing Associate Email: jvanpelt@infinityinfo.com Gift Card Drawing Director, Solution Architects Email: mhammons@infinityinfo.com Twitter: twitter.com/mikehammons Blog/Community: http://www.i3community.com April 26, 2012 | Copyright © 2012 Infinity Info Systems