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!

1. 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

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 Systems
WHY 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 Exploding
Source: 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, October
26th, 2010
April 26, 2012 | Copyright © 2012 Infinity Info Systems

8. No Clear Winner
April 26, 2012 | Copyright © 2012 Infinity Info Systems

9. Benefits of Mobility
Forrester: 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 Systems
MICROSOFT 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 2011
Service 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

23. Microsoft Confidential 23

24. Microsoft Confidential 24

25. Microsoft Confidential 25

26. Infinity Info Systems
MOBILE OPTIONS
April 26, 2012 | Copyright © 2012 Infinity Info Systems

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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

33. Mobile Express Bonus Tip!
• Works with Mac!
• Works with other browsers!
–Safari
–Chrome
–Firefox
April 26, 2012 | Copyright © 2012 Infinity Info Systems

34. Infinity Info Systems
3RD PARTY OPTIONS
April 26, 2012 | Copyright © 2012 Infinity Info Systems

35. The Players
CWR
iEnterprises
Resco
TenDigits
April 26, 2012 | Copyright © 2012 Infinity Info Systems

36. CWR Mobility
• Initial Focus MSCRM
• Admin configuration
• Developer tools (VA)
• Device management
• Supports multiple devices
April 26, 2012 | Copyright © 2012 Infinity Info Systems

37. 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

38. 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

39. TenDigits
• Initial focus on Blackberry
and Win Mobile
• Android recently released
• Coming soon
– Dashboards
– Workflow
April 26, 2012 | Copyright © 2012 Infinity Info Systems

40. Infinity Info Systems
MOBILE DEMO
April 26, 2012 | Copyright © 2012 Infinity Info Systems

41. Questions

42. 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