We are more and more than ever increasingly dependent on our mobile devices. As ERP consultants, we are excited that Microsoft Dynamics CRM has stepped up to this demand to always be connected with a cloud-based mobile CRM module that works with any web-enabled phone or mobile device. Microsoft Dynamics CRM Mobile functionality allows Microsoft Dynamics users to have real-time access to customer information. You can now access critical information on the road, anywhere, anytime with your mobile device. You can access everything you can see in Microsoft Dynamics CRM like the opportunity pipeline, leads, marketing and customer service information. Now life on the road can be much more productive!
The Microsoft Dynamics CRM Mobile module is list driven, it has clear dashboards, the ability to manage activities and access all information available in Microsoft Dynamics CRM real-time. Much like other Microsoft systems, it’s easy to configure and allows for the creation of online forms with ease. Although Microsoft Dynamics CRM Mobile is easy to use and customize, this module doesn’t allow some very desirable mobile CRM functions such as tracking email replies from your mobile device in CRM.
There are also integrated solutions available that offer mobile apps for the Microsoft Dynamics CRM Mobile platform for multiple device platforms. These tools are optimized for mobile device screens and touch navigation, allowing easier use, and many also allow you to push emails from the mobile device to the Microsoft Dynamics CRM database. These mobile devices include iPad, iPhone, Android, and Blackberry . With many of these add-ons, email tracking works in much the same way as promoting emails in the Microsoft Dynamics CRM for Outlook add-on. Some even allow you to promote phone call activities from your smartphone to CRM. A true CRM mobile application should provide a very tactical or targeted experience based on function. One of the most popular of the Microsoft Dynamics CRM Mobile third parties has been Tendigits (www.tendigits.com).
There are also some new features that will definitely impact how users will interact with Microsoft Dynamics CRM—Microsoft is releasing a new version that can be accessed with Windows 8, Androids and iPhones at no extra cost! Before the Microsoft Dynamics CRM December 2012 Service Update, desktop and laptop users had to use Microsoft Internet Explorer (IE). Now, with the December 2012 Service Update, they can use the latest version of IE, Chrome or Firefox, and Macintosh users can use Safari, Firefox or Chrome.
If you are looking for innovative technology solutions for your business this year, contact the ERP consultants and experts at The TM Group—call us today to discuss your CRM goals at 888-482-2864 or visit our website at www.tmgroupinc.com. We are here to help make your dreams a reality.
By: Jennifer Swiderski (Marketing Manager), Kevin Alexander (Senior CRM Consultant) and Ken Jacobsen (Director of Sales and Marketing)