Skip to main content

Three Types of Mobile Apps for Dynamics CRM

Mobile clients are big news in Dynamics CRM 2013.  If you are serious about mobile CRM, you will need to choose from among three types of mobile apps: Microsoft apps, third party apps, and custom apps.  Each of these has strengths and weaknesses.

The easiest path is to experiment with mobile CRM is to download the free Microsoft for your device. 

Today, Microsoft offers its own official, supported mobile clients for iPhone, iPad, Android, and Windows Phone. Microsoft has made all its apps look similar to the web experience on Windows 8.



The second option is to buy a third party mobile client for Dynamics CRM. such as Resco or CWR Mobility. Third party providers have offered mobile clients longer than Microsoft.  In some ways, they are more fully featured and offer the ability to customize in ways that are not supported by Microsoft.  Resco, for instance, offers the Woodford solution which is installed in Dynamics CRM to allow CRM administrators to configure the mobile experience from within Dynamics CRM.



The most expensive and difficult option is to write a custom mobile app for Dynamics CRM.  You must choose a development platform and language and design the app from the ground up. You could choose a native development tool or use a cross-platform development tool such as Appcelerator or Xamarin.

The advantage of a custom app is that you can optimize the user experience. You can make your iOS app look and feel exactly like an iOS app and follow the conventions of the platform.  You can have each app take advantage of the unique form factor and features of the mobile hardware.  You can optimize a user experience for a task, reducing menus and navigation to the bare minimum.  For instance, a delivery driver or airline gate agent might need a closely tailored user experience for enhanced speed and accuracy.  The following is a screen from the InfoStrat mobile Constituent Manager solution for Android. It allows the user to identify a point on the map using their GPS coordinates.




One important consideration is where you have deployed your Dynamics CRM solution.   Some apps only work with Dynamics CRM Online, and others only work with on premise deployments.  For Microsoft mobile apps, you must configure your Dynamics CRM deployment to be Internet-facing.   Here is a list of troubleshooting hints for mobile and IFD.






Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

InfoStrat Joins Microsoft CityNext

This month my company InfoStrat announced its participation in Microsoft CityNext, a global initiative empowering cities, businesses and citizens to re-imagine their futures and cultivate vibrant communities. Through the Microsoft CityNext initiative, Microsoft and InfoStrat will help leaders to do “new with less,” by combining the power of technology with innovative ideas to connect  governments, businesses and citizens with city services that increase efficiencies, reduce costs, foster a more sustainable environment and cultivate communities where people thrive.
In a recent study, IDC named Microsoft the most trusted smart-city vendor. "Whether it's traffic congestion, citizen services, energy efficiency or operating costs, our Microsoft CityNext partners are equipped to tackle whatever problem or priority local governments want to address. Microsoft’s IDC smart-city scores are really a credit to our partners, which leverage our trusted cloud platform, powerful data analytic…