Mobile CRM LT for MS Dynamics CRM For iPad


4.3 ( 3213 ratings )
Economia Produttività
Sviluppatore Softtrends Software Pvt Ltd
39.99 USD

This version has all functionality in Mobile CRM+ but, it restricts user access to users own entities only i.e. user can access My Active Contacts, My Activities", My Open Opportunities etc. using this version. Access to all entities, assigning entities to others, and all similar collaboration is provided in Mobile CRM+ application.

PLEASE NOTE: All deployments of Microsoft Dynamics CRM Server (Hosted, Onpremise and Online/Cloud through Live ID or Office 365) are supported in this single application.

It interacts directly with the CRM server account (no additional server side configuration is required), can operate in online/offline access mode, and provides extended features including ability to add picture/audio/video to CRM records.

Just install and start using it!

In addition to the usual information browsing, creating and editing features, Mobile CRM LT provides integration with the various native device applications that makes it easy for you to create new CRM entities. It also saves you time in entering information using the device microphone and camera.

Features include:
• No changes required in server side
• Supports both Online and Offline mode
• Supports Contacts, Accounts, Opportunities, Leads, Cases, Services and Activities entities
• Add / Edit /Delete/ View Entities
• Add/Edit/View Entity Related Activities
• Add/Edit/View Entity Related Opportunities
• Attach text notes with image, audio and other types of attachments

Mobile extension features include:
• Attaching Picture, Audio and Video
• Emailing to entity email id
• Syncing CRM contacts with device native contact application
• Searching for entities on locally cached entities
• Fail-safe upload allows you to email failed uploads to your email id

Just download, install the client and start using. It directly connects with the MSCRM server and you do not need to install any addition server modules. This is a full licensed product and does not require any monthly subscription.

PLEASE NOTE:

1.This application directly authenticates with the Microsoft Servers and does not connect to any of our servers.

2. Application allows to add files manually to the application memory through itunes file sharing. to do that please follow these steps.
2.1 connect the device to iTunes and locate the MSCRM LT app under the apps section
2.2. select the MSCRM LT App and click on add to button and choose your files. to upload.

SUPPORTING FILES: txt ,rtf, pdf, xls, xlsx, doc, docx, ppt, pptx, ods, jpeg, jpg, bmp, gif, png, wav, amr ,mp3, mov, mp4, avi