Admin Tips for MS Dynamics CRM Mobile Express
This document provides information about the installation, configuration, and management of Mobile Express.
This document has been written for IT professionals who are responsible for deploying server-side components into their Microsoft Dynamics CRM environments and who need to know the procedures to follow in order to successfully implement Mobile Express. This document also provides additional information for system administrators who need to know how to customize their users’ Mobile Express views.
This article focuses on the deployment of Mobile Express and assumes that you either already have a functioning Microsoft Dynamics CRM environment or will be installing Mobile Express at the same time as a new Microsoft Dynamics CRM system.
To install Mobile Express, you must have administrator permissions on your Microsoft Dynamics CRM server. To configure Mobile Express, you must have the System Administrator or System Customizer security role.
The ability for Mobile Express to access information through the Internet depends on your Microsoft Dynamics CRM environment being configured as an Internet-facing deployment (IFD). If your current system is not exposed to the Internet, users will be limited to accessing Mobile Express from within your corporate network.
What Mobile Express DOES do:
Mobile Express is a new feature in Microsoft Dynamics CRM that lets your users access CRM data and capabilities from a mobile device. Mobile Express runs in a mobile Web browser, such as Internet Explorer Mobile or Safari, on a Web-enabled mobile device. Because Mobile Express lets users stay connected remotely, they can access and use Microsoft Dynamics CRM when they are in the office, travelling, or at a customer location.
Mobile Express works well for:
- Occasional access to your organization’s Microsoft Dynamics CRM environment.
- Always-connected environments.
- High-speed networks.
- Completing a broad range of common CRM tasks.
What Mobile Express does NOT do:
A few things to note that Mobile Express does not do:
- Mobile Express is not a smart client and does not store data locally; it is mobile Web browser-based and users must have an Internet or intranet connection to access customer information. There is no locally stored data option for offline use.
- Mobile Express does not synchronize. Changes you make to your Microsoft Dynamics CRM environment through Mobile Express are immediately stored in the CRM database.
Dynamics CRM Evaluation
Click here to access and download our Free Microsoft Dynamics CRM Analysis.
Topics addressed include:
- Salesforce.com vs Microsoft CRM
- Pros and Cons of SaaS vs On-premise CRM
- Crucial User Adoption Factors
- Total Cost of Ownership of Microsoft CRM
Free TCO Price Calculator for CRM Projects
Click here to access and download our Free CRM TCO Calculator Tool.
With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.
TCO line items include:
- Annual License/User price
- Hardware (incl. Server and Users)
- and much more.
Free CRM Tool to Compare Software Systems
Click here to access and download our Free Excel CRM Comparison Tool.
With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.
Comparison Topics include:
- Key CRM Features
- Pricing (Licensing, etc..)
- Available Modules (e.g. SFA, Marketing, Service, etc)
- Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
- Hardware and Network support (Microsoft, Linux, etc…)
Microsoft CRM Review Webinars
Join us for our webinar series as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.
Download: Windows Phone 7.5 client for Dynamics CRM – Be … – Microsoft Dynamics CRM Mobile is a Windows Phone 7.5 app which brings Activity Feeds to your mobile device. Activity Feeds enable a user to follow and listen in on important activities that take place around the people, …
In this article, we will be discussing the importance of having a customer relationship management (CRM) system for real estate companies.
ActiveRain, one of the largest online real estate community, surveyed over 1,700 real estate agents trying to figure out what separates the top-producing agents from those who don’t make as much money. They found out that the “richer” real estate agents (those earning over $100,000 a year) spend as much as six times more on technology and are almost twice as likely to use a customer relationship management (CRM) system than their poor counterparts (those earning less than $35,000 a year); that comes out be $3000-$5000 annually for the top performing agents and $500-$1000 annual for the struggling agents. According to Active Rain, this was the most dramatic and visible difference in the entire survey.
Last October, REthink, a customer relationship management (CRM) for real estate announced that they surpassed 100,000 users, making them the largest Force.com user group rollout of 2013. REthink has also begun expanding outside of the US and most recently has been deployed to countries like Turkey, Germany, Greece, Vietnam and Malta.
The success of the customer relationship (CRM) system should not come as a surprise.
In this article, we compare and contrast the key differences between Microsoft Dynamics CRM and Salesforce.com.
With the latest revision of Microsoft Dynamics CRM, the race between Microsoft CRM and Salesforce has grown even tighter. If you are considering the investment into Salesforce CRM and you haven’t looked at Microsoft CRM, first consider the information below.
Here are the key differentiators that make Microsoft Dynamics CRM the better investment:
- Microsoft CRM Online – $65/user/mo. – one version, includes everything
- Salesforce Professional – $65/user/mo. (Very LIMITED functionality)
- Salesforce Enterprise – $125/user/mo. (Salesforce most popular, and the only version that Compares to MS CRM 2013)
- Salesforce Unlimited – $250/user/mo.
2) Hidden Costs – aka, the Salesforce Tax
- MS CRM Online – $54/user/mo. – one version, includes everything
- Salesforce – Data Storage (5GB) – $1,000/year
- Salesforce – Mobile $50/user/mo.
- Salesforce– Knowledge Base – extra $/user/mo.
- Salesforce – Customer Portal – extra $/user/mo.
- Salesforce – Partner Portal – extra $/user/mo.
- Salesforce – They have no SLA available. Microsoft CRM has a 99.9% uptime, financially backed SLA.
3) Office Experience
- MS Dynamics CRM Online is a true Microsoft Outlook application, not just a plugin
- Salesforce is repealing Outlook features; for example, users can’t manage opportunities and leads anymore
- Salesforce doesn’t have a concept of a fluid user interface for Leads –> Contacts –> Opportunities
- Microsoft CRM inherits security and data privileges…Salesforce does not.
- Microsoft CRM allows charts, lists, iFrames to be displayed…Salesforce only reports
- Microsoft CRM dashboard data is real time…Salesforce has a lag of 30-60 minutes
Microsoft CRM allows for unlimited data refreshes. Salesforce limits refreshes.
5) Inline Analytics
- Microsoft CRM offers Inline Analytics…Salesforce does not have a parallel offering
- Salesforce users must leave their task or process…open reports or dashboards..and hope that they don’t get distracted
6) One-Click Drill Down
- Microsoft CRM Online reports offer One-Click drill down…Salesfoce does not have a parallel offering
- Salesforce users can click on a static image of a chart to pull up the full report. From the full report they can drill down…7-15 clicks vs. 4 clicks with Microsoft CRM
7) User Interface Customizations
- Microsoft CRM offers a new drag and drop capability for end users that is easy to user
- Salesforce offers User Interface personalization…but users can’t revert changes
- Salesforce personalization features are for power users and administrators only
Need to decrease the number of users? Salesforce does not allow the number of user subscriptions purchased to be decreased during the subscription term.
Now this does not mean that Salesforce is not a good solution but consider the above we do believe that Microsoft Dynamics CRM is a much better investment, at a much lower cost for pretty much the same functionality.
Free On Demand Webinar: Microsoft CRM vs Salesforce
Join us for our free On-Demand Webinar (replay) as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.