April 26, 2012 | Copyright © 2012 Infinity Info Systems

Microsoft Dynamics CRM Breakthrough Webinar

Go Mobile !

Extending the Power of CRM through Mobile Access

Mike Hammons – Director, Solution Architects

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Presenters:

Director, Solution Architects

Email: mhammons@infinityinfo.com

Twitter: twitter.com/mikehammons

Blog/Community: http://www.i3community.com

Marketing Associate

Email: jvanpelt@infinityinfo.com

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Agenda:

• Why Mobility

• Challenges

• Microsoft Mobile Updates

• Mobile Options

• Demo

• Q&A

April 26, 2012 | Copyright © 2012 Infinity Info Systems

WHY MOBILITY Infinity Info Systems

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Access Business Content Outside of Office

Yes

No

Mobile strategy no longer nice to have… it’s an absolute business necessity

60%

40%

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Smartphones Are Exploding

Source: RBC Capital Markets

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Tablets Are Exploding

• 30% of companies piloting or planning tablet apps

• A further 43% of firms in North America and Europe are interested in tablets.

• Only one in four firms have no tablet plans.

“How iPads Enter The Workforce”, Forrester Research, October 26th, 2010

• U.S. tablet sales at 195 million by 2015 • 10.3 to 44 million annually through 2015 • Eclipse laptop sales by 2015. “Tablets Will Grow As Fast As MP3 Players”, Forrester Research, January 11th, 2011

April 26, 2012 | Copyright © 2012 Infinity Info Systems

No Clear Winner

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Benefits of Mobility

Forrester: 2,247 Companies Surveyed Q2’11

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Challenges

• Multiple Devices

• Access to Data

• App & Device Cost

• Changing Needs

• Support Costs

April 26, 2012 | Copyright © 2012 Infinity Info Systems

MICROSOFT SERVICE UPDATES Infinity Info Systems

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Roadmap and release cadence

November 2011 Service

Update “R7”

Social Productivity

& Enterprise Cloud

“R8”

CRM Anywhere

”R9”

Social Customer Engagement

&

Next Gen Productivity

Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Microsoft Dynamics CRM November 2011 Service Update

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Q2 2012: “CRM Anywhere”

14

April 26, 2012 | Copyright © 2012 Infinity Info Systems

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Microsoft Dynamics CRM Mobile

16

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Mobile Platforms Supported

Form Factor Device OS

Smartphones

Windows Phone 7.5+

iPhone 3GS+ iOS 5+

Android 2.2+

Tablets

iPad/iPad 2** iOS 5+

**This means full CRM support for iPad!! Will require a connection (no offline)

18

Microsoft Confidential 19

Microsoft Confidential 20

Microsoft Confidential 21

Microsoft Confidential 23

Microsoft Confidential 24

Microsoft Confidential 25

April 26, 2012 | Copyright © 2012 Infinity Info Systems

MOBILE OPTIONS Infinity Info Systems

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Dynamics CRM Mobile Express

• Delivers core CRM functionality – Supports multiple devices – Configurable/Customizable – Easy to deploy and manage – Always connected – No extra charge

April 26, 2012 | Copyright © 2012 Infinity Info Systems

CRM Express Details

• Microsoft Dynamics CRM 2011 works with claims-based and mobile Passport authentication

• Supports all field level security options

• Supports role based forms

• Supports read only fields

• Works with managed and unmanaged solutions

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Enable Mobile Forms

• To enable an entity for Mobile Express, complete the following steps: 1. Click Settings, click Customization, and then click

Customize the System.

2. Expand Entities, and then click the entity you would like to enable for Mobile Express.

3. Mark Mobile Express.

4. Save your modifications.

5. Publish your modifications.

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Configure Mobile Forms

1. Click Settings, click Customization, and then click Customize the System.

2. Expand Entities, and then click the entity you would like to enable for Mobile Express.

3. Click Forms. Here you will see the available forms.

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Configure Mobile Forms

4. Double-click the Mobile form.

5. The fields on the "Selected Attributes" side will be displayed on the Mobile form in the order in which they are listed.

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Access Mobile Forms

• http://CRMServerName:Port/OrgName/m

– The URL contains the following information:

– Microsoft Dynamics CRM 2011 server name

– Port number

– Organization name

– "/m" (loads Mobile Express)

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Mobile Express Bonus Tip!

• Works with Mac!

• Works with other browsers!

–Safari

–Chrome

–Firefox

April 26, 2012 | Copyright © 2012 Infinity Info Systems

3RD PARTY OPTIONS Infinity Info Systems

April 26, 2012 | Copyright © 2012 Infinity Info Systems

The Players

CWR

iEnterprises

Resco

TenDigits

April 26, 2012 | Copyright © 2012 Infinity Info Systems

CWR Mobility

• Initial Focus MSCRM

• Admin configuration

• Developer tools (VA)

• Device management

• Supports multiple devices

April 26, 2012 | Copyright © 2012 Infinity Info Systems

iEnterprise

• Original focus on Blackberry

• Supports other CRM platforms (Sugar, NetSuite)

• Supports other applications

• Requires App Server (LAMP stack)

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Resco

• Started as mobile tools developer

• Admin configuration and developer tools available (VS)

• Mono Tools for iOS and Android app development

April 26, 2012 | Copyright © 2012 Infinity Info Systems

TenDigits

• Initial focus on Blackberry and Win Mobile

• Android recently released

• Coming soon

– Dashboards

– Workflow

April 26, 2012 | Copyright © 2012 Infinity Info Systems

MOBILE DEMO Infinity Info Systems

Questions

April 26, 2012 | Copyright © 2012 Infinity Info Systems

Presenters:

Director, Solution Architects

Email: mhammons@infinityinfo.com

Twitter: twitter.com/mikehammons

Blog/Community: http://www.i3community.com

Marketing Associate

Email: jvanpelt@infinityinfo.com

Gift Card Drawing