CRMUG Summit Day 2 was just as exciting as Day 1. As the second day was coming to an end, I decided to search the iPhone App Store to see if the iPhone app was released for Dynamics CRM 2013. Following up on yesterday’s post, I knew it was coming soon, but didn’t expect to see it in the app store today.
To my surprise, the app was available today in the iPhone App Store! I notified a few Sonoma Partners colleagues of mine that have the Windows Phone, and they found it in the Windows Store as well. Therefore it looks like the app has been released to all stores! I went ahead and downloaded the iPhone version of the app so I could try it out.
In order to get in and try the app out quickly, I went ahead and signed up for a trial org of Dynamics CRM 2013 Online. After the provisioning completed, I was able to go through and log in and configure the application for my new 2013 Online org.
After logging into the application, you can see the list of entities that are enabled for the phone application.
The list of entities that are available for the phone application are driven based on a checkbox on the entity customization “CRM for phones” which is the same location where you enable entities for tablets. Note: You can have a different set of entities available for tablets than you have available for the phone application as there are two separate checkboxes for each type of device.
From the list of entities, you can click into an entity type, and view the different records that are available on the phone. When presented a the list of records for a particular entity, you can click the plus sign to create a new record. Once you fill out the details of the new record you have the option to save or cancel your changes.
Alternatively, when presented the list of records for a particular entity, you can instead refine your search for an existing record by clicking the magnifying glass and searching for a record. Once you find the record you’re interested in you can click on it to drill into it.
Once in a record, you can view the details of the record. You can also click on an email address, phone numbers, or URL’s to launch the native applications to send an email, make a phone call, or view a web page. You can also use the hyperlinks to drill into parent records (e.g., the Primary Contact for an Account).
If you scroll down within a record, you can view the related data for that record. Clicking on a related entity will bring you to the records related to the parent you just came from.
From here you can create a new record directly related to the parent record from these associated grids. When doing this, specific data will default just like in the web client based on the relationship mappings that are defined. However, if you didn’t want to create a new related record, you can drill into an existing related record to view it’s details.
In order to edit existing records, you can click the pencil (edit) icon in the bottom of the application to turn the record into edit mode. From here you can update any of the fields listed on the form and either save or cancel your changes.
You can also delete records from the phone app as long as your permissions dictate that you have this privilege.
No matter where you’re at within the application, you can always click on the Home button at the bottom to return back to the main list of entities.
It’s a great start to see Microsoft moving more and more into the mobile space. This is there first attempt at mobility and there’s a lot of features that can be added to make these tablet and phone applications better. However, this is a great first start. Also, being at CRMUG Summit this week and talking to Microsoft representatives about the future direction for these applications, I’m very excited with what functionality they’re contemplating adding in future releases to make these applications much more powerful.
Sign up for your free trial of Dynamics CRM 2013 Online, download the phone application, and start enjoying the latest mobility offering from Microsoft today!