CRM success depends on its rate of adoption by users. Vital to adoption rate is not only the ease of use, but also the flexibility to access it from any type of device – PC / laptop, iPad / tablet or mobile phone using any browser. This makes Microsoft Dynamics CRM Mobile, the new release, a major step in the right direction for Microsoft CRM.
Last week I got a better understanding of CWR Mobility for MS CRM, an add-on solution that enables MS-CRM on an iPad / iPhone, Windows phone (Nokia Lumia 900), Black Berry and Android smart phones. CWR Mobility online version (was purchased by Microsoft) and will be powering Microsoft Dynamics CRM Mobile in the next release.
MS CRM 2011 online customers will be able to get the Microsoft Dynamics CRM Mobile® from Microsoft for $30 (U.S.) per user, per month and the use of upto three mobile devices per user.
Customers using CRM 2011 on premise have two CWR Mobility options – CWR Mobility Standard and Professional version. The standard version being limited to 25 users and 1 device type.
There is also an Express version which allows access to CRM using a html-4 enabled mobile browser for Palm and other Tablet devices.
CWR mobility has made the solution easy to set-up, configure and deploy. The set-up creates a managed solution in Microsoft Dynamics CRM 2011 which allows configuring users and mobile devices. It took me all of 30 mins to get a demo working on an iPad and Windows Phone and connected to our CRM 2011 Online site at PDG Consultants.
The mobile application needs to be downloaded from the Apps store of iPhone/iPad, Windows Marketplace for Windows Phone, Blackberry Apps world and Android Apps in Google Play. The look and feel is smooth & it was the easiest to work on using iPAd though I must confess the Windows Phone was new for me to play with.
One of the cool feature of CWR Mobility is the ability to work offline without internet access using the local database on the mobile device and synchronizing and updating CRM once connected. The application also allows to create custom form specific for users and use custom entities on mobile devices – a much needed function in the sales role to capture only relevant information.
CWR Mobility follows the same security rules as Microsoft CRM. So a user who does not have permission on certain records in Microsoft CRM will not be able to access them on the mobile device by default. If the mobile device is misplaced or lost there is the ability to disable or wipe the data on the mobile device using a setting on the Microsoft Dynamics CRM > CWR Configurator. So next time the mobile software synchronizes the device will be locked (disabled) or data will be deleted (wiped). In the next CRM Mobility blog I am going to write about the top 10 things one can do using Mobility with Microsoft Dynamics CRM 2011, so keep watching this space.
1. Microsoft Dynamics – press release on Microsoft Dynamics CRM Mobile dtd. Feb. 06, 2012.
CWR Mobile CRM Configuration Specialist / MS CRM Consultant
Microsoft Silver CRM Partner