going mobile with microsoft dynamics crm - what are your options?
DESCRIPTION
Everyone’s talking about how important it is to implement mobile solutions for your business and adding mobile access to CRM can deliver significant benefits. If you're currently using Dynamics CRM or looking to make the switch, view this presentation "Going Mobile with Microsoft Dynamics CRM - What Are Your Options?" to see a broad overview of mobile CRM productivity capabilities and options and compare some of the leading mobile solutions for Dynamics CRM.TRANSCRIPT
Microsoft Dynamics CRM Mobile
BTSS September 26, 2013
About me
Email: [email protected]
Steven Jennings is CRM Practice Lead at Affiliated. He has a strong background designing and deploying integrated solutions with over 9 years of .Net Development expertise. Steven is proficient in all phases of project development, from concept through realization. He has the skills to translate business objectives into clear functional and technical requirements.
Steven assists in the management of a team of analysts and developers responsible for the organization's applications development and analysis functions. He evaluates existing applications to determine technical changes, schedule projects and resources, and monitor project timelines. His team sets and implements policies and procedures related to application quality standards and testing by using (XP) Extreme Programming Agile methodology and SCRUM Agile methodology.
Agenda
Why use Mobile devices?
Mobile Options
Mobile Lite
CWR Mobility
MECRM
Resco
CRM 2013 Mobility
DEMO
Q/A
Delivering CRM on Virtually Any Mobile Device
Microsoft Dynamics CRM Mobile will deliver customers a fast and familiar experience, helping sales, customer service, marketing and management professionals connect with their customers and each other on multiple mobile devices through a security-enhanced environment. For instance, sales and marketing representatives will now be able to quickly capture and convert leads 24/7 and develop marketing campaigns on the go.
Using the cloud-based, cross-platform, native mobile client service, customers will be able to sync their information and sales pipelines offline, helping them stay connected on the road and on their terms.
Through the power of xRM, the flexible application development framework of Microsoft Dynamics CRM, customers will also be able to easily mobilize their extended CRM applications by having seamless integration between Microsoft Dynamics CRM Mobile and their existing Microsoft Dynamics CRM environment.
Mobility Options
Microsoft Dynamics CRM 2011 Mobile Lite
URL: https://ORGNAME.crm.dynamics.com/m/
Advantages
Cost: Free (this is included in your subscription with Microsoft)
East to Setup
Works on all phones
Nothing to deploy
Disadvantages
Limited on Customizations
No offline capability
Not an app but a web page
No system access (camera, GPS, etc)
Mobility Options - Continue
CWR Mobility
3rd Party Tool
Pros
Extensible
Quick to deploy via app stores
Offline-capable
Access to system features
Supports all major mobile platforms
Cons
Not specific to your needs w/o code
Per-user license fees add up
Dependent on a 3rd party to update
Need to deploy app and updates
Server components to maintain (CWR)
Mobility Options - Continue
MECRM
3rd Party Tool
Pros
MECRM allows accessing Microsoft Dynamics CRM data on your Android device at anytime and anywhere. MECRM is a native application for Android providing fast and easy user experience, and allows searching and adding information on CRM server even when you are offline.
Cons
Andriod Only
There is no ability to 'search' outside of the records that you download to the device, so if I want to see ALL activities related to an account for example, I would have to have all these resident on my phone/tablet, there is no ability to query CRM directly.
Mobility Options - Continue
RESCO
3rd Party Tool
Pros
Mobile CRM SDK gives them a whole other feature set where CWR Mobility currently has no comparative product
Extensible
Quick to deploy via app stores
Offline-capable
Access to system features
Supports all major mobile platforms
Cons
Not specific to your needs w/o code
Per-user license fees add up
Dependent on a 3rd party to update
Need to deploy app and updates
Server components to maintain (CWR)
CRM 2013 Mobility
Microsoft Dynamics CRM for tablets helps you stay connected and productive wherever you are. Use your iPad or Windows 8 tablet to stay up to date with your customer info—even when you’re on the go. Arrive prepared for every appointment, and update your notes, tasks, contacts, accounts, and leads while the details are still fresh in your mind. Data is cached for offline viewing so you can still access key data if connectivity is lost.
CRM 2013 Mobility
CRM 2013 Mobility
Write Once Deploy Everywhere
No need to hire a mobile developer to change your mobile solution every time your business requirements change. Configurations to tailor the CRM web interface will persist in the tablet application. Leveraging configuration work that you've already done, Microsoft Dynamics CRM optimizes your web forms for the tablet layout. Even client-side logic is supported on the mobile device to deliver rich experiences. Data is cached for offline viewing.
CRM 2013 Mobility
Touch-optimized Phone Applications
Your users are on the go. They have many devices and expect experiences that work across these various device types. The Microsoft Dynamics CRM phone applications will complete the mobility story by providing a touch-enabled mobile phone application experience for Windows 8, Android and iPhones. Phone applications will be launched following the General Availability of CRM 2013. They will not be available at launch.
Access Your CRM Data
View Contact, Account, Lead, Opportunity, Appointment and other relevant information on your phone. Work Offline and View Social Activity Feeds on Windows Phone.
Easy Interaction
Add and modify Contacts, Tasks and Notes as well as other relevant data. Make phone calls and Map address information using native device capabilities.
Tailor Your Experience
A customizable experience, allowing organizations to configure custom
DEMO
Q/A
Thank you
Contact us to learn about our CRM solutions and receive a free consultation.
http://www.aresgrp.com
Phone: 614-889-6555
Email: [email protected]
YouTube: http://www.youtube.com/user/AffiliatedITStrategy
LinkedIn: http://www.linkedin.com/company/affiliated-resource-group
Google: https://plus.google.com/110562688561392858225/about