Mobile CRM+ for MS Dynamics CRM 365 & Online (For iPad) for iOS

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Developer’s Description

This version provides full access to Microsoft Dynamics CRM (Online) server through Office 365 sign-in, Office 365 ADFS sign-in, and Microsoft...

This version provides full access to Microsoft Dynamics CRM (Online) server through Office 365 sign-in, Office 365 ADFS sign-in, and Microsoft Online Services (Windows Live ID) sign-in. It accesses your MS Dynamics CRM account directly and does not require other component. In addition to providing access in online/offline mode, it comes with extended features such as the ability to add picture/audio/video to CRM records, syncing contacts and calendars with device application.Just install and start using! No server side configuration change is required.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. 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 using the standard MSCRM defined filters Assign Entities to another user 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 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 PLEASE NOTE: This application directly authenticates with the Microsoft Servers and does not connect to any of our servers.