Mobile CRM+ for MS CRM Hosted & OnPremise

Mobile CRM+ for MS CRM Hosted & OnPremise

Manage your MS Dynamics CRM (4.0 and above) Entities using this easy to use Smart Client application that directly works with your CRM server and does not require any modification to be done on the server side.

Just install and start using!

(note: This version will work only if your Microsoft Dynamics CRM server is directly accessible through Internet. If your server is protected, please contact us)

In addition to the usual information browsing, creating and editing features, Mobile CRM+ provides integration with the various native device applications that makes it easy for you to create new CRM entities e.g. make outgoing phone calls, send emails, conduct meeting and record the proceedings, and Mobile CRM+ will automatically track them on the CRM server if the actions are initiated through Mobile CRM+ menu. 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
• Add / Edit /Delete/ View Entities using the standard MSCRM defined filters
• Assign Entities to another user
• Add/Edit/View Entity Related Activities
• Attach text notes with image, audio and other types of attachments

Mobile extension features include:
• automatic recording and uploading of meeting notes as activities related to the entity
• Attaching multiple picture and audio notes
• Emailing to entity email id
• Syncing CRM contacts with device native contact application
• Searching for entities on server
• Saving search results
• Searching for entities on locally cached contacts
• Failsafe 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. License is a full license and no monthly subscription fee needs to be paid.

If you have a matured business and only need to do all these with your contacts and contact related activities etc. you may look at the Contact & Activity Manager






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