Contact & Activity Manager for MS CRM Online (iPad)


4.3 ( 6043 ratings )
Economía y empresa Productividad
Desarrollador Softtrends Software Pvt Ltd
19.99 USD

This Application is for Microsoft Dynamics CRM Online server (server hosted by Microsoft login through Live ID)

It allows you to manage your MS Dynamics Contacts, Contact related activites, Opportunities by working directly with your CRM Online server account. In addition to the usual information browsing and editing features, it provides integration with the various device applications that makes it easy for you to make phone calls to a contacts, send emails to a contacts, Sync contacts with address book etc. It also saves you time in entering information using the device microphone and camera.

Features include:
• Add / Edit /Delete/ View Contacts using the standard MSCRM defined filters
• Assign Contacts to another user
• Add/Edit/View Contact Related Activities
• Add/Edit/View Contact Related Opportunities
• Add/Edit/View Contact Related Service Activities
• Attach text notes with image, audio.

Mobile extension features include:
• Online / Offline mode support
• Attaching multiple picture and audio notes
• Emailing and initial Phone calls to contacts
• Syncing CRM contacts with device native contact application
• Searching for contacts on server
• Saving search results
• Searching for contacts on locally cached contacts
• Failsafe upload allows you to email failed uploads to your email id

Just download, install the client and start using. It directly connects with the MSCRM server and you do not need to install any addition server modules. License is a full license and no monthly subscription fee needs to be paid.

PLEASE NOTE: To use MS Dynamics CRM Online, Windows Live token is required. Therefore, this applications will connect to your Windows Live account (through a service hosted by us on www.crmmobileplus.com)to get the Live token. This connection happens ONE-TIME when you first time login through application, or when your CRM server session expires.