Mobile CRM for Microsoft CRM Online server - Mobile CRM+ gives you full access to you Microsoft Dynamics CRM Online Server information on the device.It empowers you with the ability to view, automatically record, and upload CRM intelligence data to your MSCRM Online Server account.
Customization Options: Mobile CRM+ implementation is metadata driven so it can be easily customized to support additional standard, custom entities, and custom attributes without modification to the application executables.
Features include: • Works directly with server, no server side component to be installed • Add / Edit /Delete/ View CRM entity • Assign CRM entities • View Related entities • Convert one Entity to another • Create one entity for another • Attach text notes with image, audio and other files of attachments. • Online / Offline mode • Easy entry of CRM entities using text, voice and image. • automatic recording and uploading of phone call logs as activities • automatic recording and uploading of meeting notes as activities • Attaching multiple picture and audio notes during editing of any CRM entity. • Emailing and automatically tracking emails on the server • Syncing CRM entities with device native applications e.g. contact, calendar, task • Failsafe upload allows you to email failed uploads to your email id
It is a full licensed version, no monthly subscription needs to be paid.
Please Note: 1. In login screen, enter the same information you enter to login to MSCRM Online server. Ask us for the FAQ document if you need help. 2. When you select an entity e.g. Contacts for first time, you may see "Information unavailable" because you are in captured entity screen and have not entered any new contacts. Bring up the menu and select any sub-menu item from "Filter & Search Options" to view the list of entities. 3. Don't use Batch download unless you want to download all CRM data accessible to you. It could take hours.