Mobile Express for Microsoft Dynamics CRM 4.0

By Todd Fleming, BroadPoint Technologies Senior Consultant

Mobile Express for Microsoft Dynamics CRM 4.0 extends the standard toolset of Microsoft Dynamics CRM to any mobile browser for online data access. The release is

· Compatible with any HTML device

· Browser independent

· Managed with metadata

· Delivers information in a dynamics, role-based UI

Mobile Express for Microsoft Dynamics CRM 4.0 is an important part of the Power of Choice message Microsoft Dynamics CRM offers customers and is ideal for mobile scenarios in businesses with always connected environments, high speed networks and occasional access, and broad CRM usage.

This release has been built, tested, and now is supported by Microsoft.

Entities Available in Mobile Express

The following list describes the complete set of Microsoft Dynamics CRM entities that may be available in Mobile Express and how you can work with them in Mobile Express:

· Accounts: Enter a new account or review an existing account, which contains information about companies that do business with your organization.

· Addresses: Enter a new address or look up information for an existing account or contact.

· Appointments: Review existing appointments. An appointment does not include service activities or check for conflicts, and you cannot search for available times.

· Campaigns: Review existing campaigns.

· Cases: Review existing cases.

· Competitors: Review existing competitors.

· Contacts: Enter a new contact or review an existing contact.

· Contracts: Review existing contracts.

· E-mail Messages: Review sent, received, and pending e-mail messages.

· Faxes: Review faxes that have been entered into the system.

· Invoice Products: Review products associated with an invoice.

· Invoices: Review existing invoices.

· Leads: Enter a new lead or review existing leads.

· Letters: Track when a letter has been sent or received.

· Marketing Lists: Review existing marketing lists.

· Notes: Add a new note to an activity or a record, or review an existing note.

· Opportunities: Enter a new opportunity or review an existing opportunity.

· Order Products: Review products associated with an order.

· Orders: Review existing orders.

· Phone Calls: Track when phone calls have been received or made. You cannot dial a phone number directly from this form.

· Quote Products: Review products associated with a quote.

· Quotes: Review existing quotes for opportunities, accounts, or contacts.

· Service Activities: Review service activities.

· Tasks: Create a new task or review an existing task.

· Users: Review or search for people who have an active user account in Microsoft Dynamics CRM.