Whether you are waiting for a cup of coffee in a café or sitting on a plane 10,000 feet above the ground, the new mobile functionality of Microsoft Dynamics CRM 2013 keeps you connected to your business on the go. This exciting application enables you to stay on top of your game with a customizable Sales Dashboard where your priorities are clearly displayed and every topic is easily navigable.
CRM for tablets is extremely touch friendly; you can organize daily activities and manage sales contacts with a few touches and swipes. Whether it’s a 9.7’’ IPad or a 10.8’’ Surface, everything is resized nicely to fit on your screen.
On your customized Sales Dashboard, the ultimate platform to manage your business activities, you can create new tasks, update contacts, view accounts, access leads, visualize opportunities, and make calls via Skype
by simply clicking on the contacts phone number. The CRM app allows you to pin your go-to items onto the Sales Dashboard, tailoring the homepage to your everyday business needs.
It’s also impressively easy to create new records. From the Sales Dashboard you can pull up the Command Bar with a simple upward swipe on your Windows tablet (or a right click on an iPad), and quickly fill out the forms for accounts, contacts, leads, opportunities, or competitors. Creating new records can be done easily while you’re on the go.
As with most products that get transferred into app form, Dynamics CRM for tablets is not as robust as its PC counterpart. Mapping workflows and many app customizations cannot be completed on a tablet. Although these limitations do exist, the app was designed to give you access to what you will need when you’re on the go, such as account and contact info.
You can find the app in the Windows Store for Windows products, iTunes for Apple products, and the Google Play Store for Android products. The app is called Microsoft Dynamics CRM and is free to download. CRM is accessible both on Windows Surface RT and Pro, Android, as well as 3rd and 4th Gen iPads. To get set up on your tablet now check out CRM for Tablets: Set up and use. For more information regarding CRM 2013 for tablets, head over to CRM for tablets: Information for end users.