Mobile CRM+ for MS Dynamics CRM Online (iPad)

Provides full Online & Offline access to CRM information on Microsoft Dynamics CRM (Online) through Office 365.

Mobile CRM+ accesses the MS Dynamics CRM instance so not additional configuration or component required.

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.

Features include:
• No changes required in server side
• Supports login using multiple CRM credentials
• Supports both Online and Offline mode
• Supports all major entities i.e. Contacts, Accounts, Opportunities, Leads, Cases, Services, Activities, and Calendar entities
• Add / Edit /Delete/ View Entities using the standard Dynamics CRM 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

License is Perpetual full license and no monthly subscription fee to be paid.

PLEASE NOTE: This application directly authenticates with the Microsoft Servers and does not connect to any of our servers.