Microsoft Dynamics® CRM Training
Using Mobile Express
An error occurred while loading the video. Please try again.
Mobile Express is designed to allow Users to work with their Microsoft Dynamics CRM data on their mobile phone or other web-enabled device. It is a stripped down version of the main application and offers limited functionality. However, it’s great for accessing information quickly. It’s also easy to configure as entities can be turned on and off, and attributes can be added and removed.
In this lesson, we demonstrate how to access and use Mobile Express. For a tutorial on how to configure it, please watch “Configuring Mobile Forms”.
Before we dive in, there are a couple of things to know. First, Mobile Express is really good at quickly locating and updating records, so for a traveling salesperson that needs information on-the-go, this is a great option.
Now that we have the foundational information down, how do we access Mobile Express? All you have to do is use the URL that takes you to your Dynamics CRM instance, and add a “/m” to the end of it. The end of the URL should read something like “…dynamics.com/m”. This means that you can view mobile forms from your computer as well.
In Mobile Express, entities appear as a single list of links. Click one to drill down into the entity.
Once you open an entity, there is a dropdown field at the top which is the View Selector where you can pick from your System and Personal Views. To switch Views, select the View in the field and then click the Go button to the right.
Below the View Selector is a search field. Enter the record you are looking for and click the Search button. Just like the main application, you can enter an asterisk first in order to search for characters contained in the name of the record.
To travel back to the main list, click the entity label above the View Selector. You can create records by clicking the New button.
Only the fields available in the mobile form can be filled in. Once you are done entering in the data, click the Save button to create the record.
When you open an existing record, it appears dynamically in the same window. The fields in this state are read-only. To edit the record, click the Edit button.
You can now make changes, but again, only to fields enabled for the mobile form. Click the Save button to finalize the changes.
Back in the open record’s read-only state, a list of other available entities appears below. This allows you to change entities on the fly without having to navigate back to the main page. To return to the main page, simply click the friendly name link at the top of the browser.
Navigating Mobile Express is simple and its functionality is limited, but it can be extremely useful in the right circumstances. If you are interested in extending your mobile functionality, please contact us about CWR Mobile CRM for Microsoft Dynamics CRM.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.