CRM Blog

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 2011 Evaluation

Click here to access and download our Free Microsoft Dynamics CRM 2011 Analysis.

Topics addressed include:

1. Salesforce.com vs Microsoft CRM
2. Pros and Cons of SaaS vs On-premise CRM
3. Crucial User Adoption Factors
4. 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:

1. Annual License/User price
2. Support
3. Hardware (incl. Server and Users)
4. Implementation
5. Staff
6. Network
7. Mobile
8. 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:

1. Key CRM Features
2. Pricing (Licensing, etc..)
3. Available Modules (e.g. SFA, Marketing, Service, etc)
4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
5. Hardware and Network support (Microsoft, Linux, etc…)
6. Industry/NAICS

Microsoft CRM 2011 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.

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How to use Mobile Express for MS CRM

This article describes what Mobile Express is and how you can use it on your Web-enabled mobile device to access your customer information from Dynamics CRM. Because Mobile Express lets you stay connected remotely, you can access and use Microsoft CRM from your mobile device whether you are in the office, traveling, or at a customer location.

Mobile Express is a feature in Microsoft CRM that enables you to access CRM data and capabilities simply and easily. With Mobile Express, you can use any mobile Web browser, such as Internet Explorer Mobile or Safari, in your Web-enabled mobile device to connect to your Dynamics CRM system. Mobile Express does not store data on your mobile device.

Mobile Express works well for the following:

• Occasional access to Microsoft Dynamics CRM.
• High-speed networks.
• Completing a broad range of common CRM tasks.

Users are able to use Mobile Express to access to your customer relationship management (CRM) data.

Some organizations do not allow Internet access to Microsoft Dynamics CRM. In these instances, your mobile device must be connected to your corporate network to access Mobile Express. Your system administrator can tell you if your organization uses this type of set up.

Entities Available in Mobile Express

The following list describes the complete set of Microsoft Dynamics CRM entities that may be available in Mobile Express and how you can work with them in Mobile Express:

• Accounts: Enter a new account or review an existing account, which contains information about companies that do business with your organization.
• Addresses: Enter a new address or look up information for an existing account or contact.
• Appointments: Review existing appointments. An appointment does not include service activities or check for conflicts, and you cannot search for available times.
• Campaigns: Review existing campaigns.
• Cases: Review existing cases.
• Competitors: Review existing competitors.
• Contacts: Enter a new contact or review an existing contact.
• Contracts: Review existing contracts.
• E-mail Messages: Review sent, received, and pending e-mail messages.
• Faxes: Review faxes that have been entered into the system.
• Invoice Products: Review products associated with an invoice.
• Invoices: Review existing invoices.
• Leads: Enter a new lead or review existing leads.
• Letters: Track when a letter has been sent or received.
• Marketing Lists: Review existing marketing lists.
• Notes: Add a new note to an activity or a record, or review an existing note.
• Opportunities: Enter a new opportunity or review an existing opportunity.
• Order Products: Review products associated with an order.
• Orders: Review existing orders.
• Phone Calls: Track when phone calls have been received or made. You cannot dial a phone number directly from this form.
• Quote Products: Review products associated with a quote.
• Quotes: Review existing quotes for opportunities, accounts, or contacts.
• Service Activities: Review service activities.
• Tasks: Create a new task or review an existing task.
• Users: Review or search for people who have an active user account in Microsoft Dynamics CRM.

Using Mobile Express

With Mobile Express, you can use any mobile Web browser in your Web-enabled mobile device to connect to your Microsoft Dynamics CRM system. Mobile Express accesses the same Microsoft Dynamics CRM environment and entities found in Microsoft Dynamics CRM. The primary difference between the two user environments is the display. Mobile Express provides a simplified layout to better support the small screen size of mobile devices. Mobile Express does not store data on your mobile device.

Note: You must have an Internet or intranet connection to use Mobile Express.

Microsoft Dynamics CRM vs Salesforce.com Analysis

Click here to access and download our Free Microsoft Dynamics CRM 2011 Analysis.

Topics addressed include:

1. Salesforce.com vs Microsoft CRM
2. Pros and Cons of SaaS vs On-premise CRM
3. Crucial User Adoption Factors
4. Total Cost of Ownership of Microsoft CRM

Free TCO Cost 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:

1. Annual License/User price
2. Support
3. Hardware (incl. Server and Users)
4. Implementation
5. Staff
6. Network
7. Mobile
8. and much more.

Free Excel Tool for comparing various CRM 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:

1. Key CRM Features
2. Pricing (Licensing, etc..)
3. Available Modules (e.g. SFA, Marketing, Service, etc)
4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
5. Hardware and Network support (Microsoft, Linux, etc…)
6. Industry/NAICS

Microsoft CRM 2011 vs Salesforce 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.

Search terms for Compare CRM:

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MS Dynamics CRM 4 Mobile Express

Mobile Express for MS CRM 4.0 enables access to Microsoft CRM data in a Web browser on a mobile device. This download also installs Update Rollup 5 for Microsoft Dynamics CRM 4.0 (KB 970141), a tested, cumulative set of updates for Microsoft CRM 4.0.

Mobile Express for Microsoft CRM 4.0 gives users access to Microsoft CRM data through a Web browser on a mobile device. Mobile Express for Microsoft CRM 4.0 is installed on the server, not on the mobile device, and is configured in the Settings area of Dynamics CRM.

Note: This software is NOT required for users of MS CRM 2011.

Downloading and Installing Mobile Express for MS CRM

Downloading and installing Mobile Express for Microsoft Dynamics CRM 4.0 also downloads and installs Update Rollup 5 for Microsoft Dynamics CRM 4.0 (KB 970141) on your server, a tested, cumulative set of updates for Microsoft Dynamics CRM 4.0. It includes performance enhancements that are packaged together for easy deployment. It is highly recommended that you download and install Update Rollup 5 for Microsoft Dynamics CRM 4.0 (KB 970141) on your clients as well.

Important Notes:

• Mobile Express for Microsoft Dynamics CRM is available only for Microsoft Dynamics CRM On Premise and Microsoft Dynamics CRM 4.0 Service Provider Editions. It is not available for Microsoft Dynamics CRM Online.
• The current release of Mobile Express for Microsoft Dynamics CRM 4.0 is available in English only.

System Requirements for Mobile Express

• Supported Operating Systems:Windows Server 2003;Windows Server 2008;Windows Vista;Windows XP

Prerequisites for Mobile Express:

• Must be installed on a server running Microsoft Dynamics CRM 4.0 On Premise or Microsoft Dynamics CRM 4.0 Service Provider Editions.
• You must have System Administrator permissions on the Microsoft Dynamics CRM server to install Mobile Express for Microsoft Dynamics CRM.
• If you installed a prerelease version of Mobile Express for Microsoft Dynamics CRM 4.0, uninstalling is recommended before you install this version.

Instructions

Note: You must have System Administrator permissions on the Microsoft Dynamics CRM 4.0 server to install Mobile Express for Microsoft Dynamics CRM.

To install, do one of the following:

• To start the installation immediately, click Run.
• To save the download to your computer for installation later, click Save.
• To cancel the installation, click Cancel.

Free TCO 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:

1. Annual License/User price
2. Support
3. Hardware (incl. Server and Users)
4. Implementation
5. Staff
6. Network
7. Mobile
8. and much more.

Free Excel Tool to Compare CRM 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:

1. Key CRM Features
2. Pricing (Licensing, etc..)
3. Available Modules (e.g. SFA, Marketing, Service, etc)
4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
5. Hardware and Network support (Microsoft, Linux, etc…)
6. Industry/NAICS

Microsoft vs Salesforce 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.

Search terms for Compare CRM:

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ACT! Premium 2011 now connects with your Mobile device! I love my EVO, and I love my ACT! Now they mix very well!

Access Sage ACT! from wherever you are with ACT! Mobile Live, a cloud-based mobile service that delivers Sage ACT! to your BlackBerry® and Windows Mobile® devices.

With ACT! Mobile Live, you keep the details with you. You’ll always have your Sage ACT! contacts, calendar, meetings notes, conversation history, and upcoming activities, because all of this is easy to find and update from your phone. No more missed meetings, misplaced phone numbers, or forgotten customer details simply because you’re out of the office and away from your computer.

It’s designed for your mobile device.

Get more out of the phone you already own. ACT! Mobile Live works with BlackBerry and Windows Mobile devices. Support for iPhone® is coming soon!

Keep the details with you and add new.

View your Sage ACT! contact and calendar details on your phone. See meeting notes, conversation history, and upcoming activities, and be instantly informed about your customers. And you can add new details when you’re out and about.

Bypass the learning curve.

You’re already used to your mobile device interface. ACT! Mobile Live uses your phone’s built-in address book and calendar so you can view, add, and edit contact and calendar details in the same familiar way you do today.

Setup is a breeze.

Forget about IT nightmares. Set up and deploy ACT! Mobile Live in three easy steps-simply sign up, set up, and sync. You can go live today and enjoy the convenience of paying on a 12-month basis, because ACT! Mobile Live is a subscription-based service.

Backup via an online portal.

ACT! Mobile Live is ready for you wherever you are. Not only can you access Sage ACT! from your phone, you’ll have access from the ACT! Mobile Live online portal. This gives you online access, plus a backup with your data in case your phone is lost or stolen. And your data is available if you switch phones later.

ACT! Mobile Live Features

Do you need to find out more details or to better understand your mobile options with ACT?. Just contact us for more info or an online CRM demo. Our trained staff of certified CRM consultants would love to assist you.

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If you are using the Community Edition of SugarCRM 6, you might be wondering if you should upgrade to the Professional Edition. Click here to see a Feature Comparison Chart.

Below is a list of features that you would gain by upgrading to Professional:

REPORTING

1. Matrix Reports. Create powerful reports across modules with the ability to group by multiple attributes. These are very powerful reports that truly help you discover your ROI.
2. Dashboards. Monitor key business metrics across Marketing, Sales and Support.
3. Customer Profiles. These provide a better understanding of who your customers are. Reports and dashboards show customer profiles by industry, geography, company size, product assets, revenue and other important attributes. By gaining a better understanding of customers, companies can better manage existing relationships and build new ones.
4. Marketing Analytics. This allows you to measure the effectiveness of marketing campaigns from the initial offer to a closed sales opportunity. Managers can asses the effectiveness of marketing campaigns relative to budget, channel, expected revenue and win rate to gain a full picture of how marketing programs impact the sales pipeline.
5. Sales Trends. Sugar Reporting gives sales managers the insight needed to adjust to changing business conditions. On one screen, sales managers can monitor the pipeline of sales representative by sales stage, view how many calls each rep has made over a given time period, and monitor closed and expected revenue for the quarter. Managers and reps can also take advantage of the strong reporting and charting capabilities to create personalized dashboards that update whenever information changes.
6. Case Reports. Monitor customer problems and how well your customer support team is solving these issues. Case Reports can be used to measure open cases by time period, support representatives, priority and entitlement. With Sugar Case Reports, managers gain a better view into the satisfaction of its customers and the performance of the support organization.

MARKETING, SALES, AND SUPPORT

1. Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, utilize worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.
2. Plug-ins for Microsoft Office integrate your CRM data with the Microsoft’s leading productivity tools. With a few simple clicks, Sugar users can sync email, contacts and calendar information into Sugar modules, export data into Microsoft Excel and merge CRM data in Microsoft Word.
3. Quotes & Contracts. With Sugar Quote and Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes and contracts can be delivered to customers via email, Word or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts.
4. Mobile. Stay in touch while on-the-go with Sugar mobile functionality. Sugar offers wireless and PDA access that is hassle-free so you can continue to work away from the office. Sugar mobile solutions translate to less downtime and greater productivity.
5. Data Merge. Pull information directly from LinkedIn, Hoovers and JigSaw directly into Sugar 6.
6. Knowledge Base. The Sugar Knowledgebase helps customer support and engineering teams to better manage and share structured and unstructured information. Knowledge Base allows user to create frequently asked questions (FAQs), manage files, and search and rate content – all in an easy-to-use interface.

PLATFORM

1. Workflow Management streamlines critical business processes within your organization. Using Sugar templates, administrators can create custom business processes based on Sugar Objects. Users can also define alerts, actions and triggers to become a more responsive to customer demands.
2. Team Management allows companies to create and manage teams based on job type, division, geography or other attributes. Once roles are assigned, administrators can assign access rights to a given role to ensure team members have access.
3. Module Administration. Delegate administrative authority for different parts of the application.
4. Access Control. Sugar Access Control levels allow information to be shared or restricted based on user role. Administrators can determine what information that role can access at either a module, view or field level. Access Control rights include the ability to access, view, edit, import or export.
5. Data Quality Control. Insure clean data through import and de-duplication controls.
6. On-Demand or On-Site. Choose which deployment option is right for your organization.

Do you need more information or a SugarCRM demo? Do you need to understand the differences between SugarCRM and other CRM solutions such as Sage ACT!, Microsoft Dynamics CRM, Sage SalesLogix or Salesforce.com? Please don’t hesitate to contact us. We would love to help you properly compare so that you are empowered to choose the best web CRM Business Software system for your organization.

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