How to set up Microsoft Dynamics CRM 2013 for mobile tablets

By - December 10, 2013

Microsoft has definitely improved the functionalities of running Microsoft Dynamics CRM on tablets in their latest version, Microsoft Dynamics CRM 2013. In this post, I will tell how you to configure or setup your users to start using Dynamics CRM on the tablets.

 Step 1: Make sure you are an administrator that can configure CRM entities for “CRM for Tablets”.

This can be found under:     Setting > Customizations > Customize the system > select the entity you want show up on the tablet

Most entities will allow Dynamics CRM Admin to check off if the entity can appear on the tablets or make it read only. This setting applies for custom entities as well. There are some entities you cannot check off such as Campaign entity.

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Step 2: Make sure the User’s security role have “Use CRM for tablets” circle filled in to Organization.

This setting can be found under:

Setting > Administration > Security role of your choice > Business Management tab > Under Miscellaneous Privileges > “Use CRM for Tablets”

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Step 3: Install the Microsoft Dynamics CRM 2013 mobile app.

Install CRM for tablets

Once you have enabled tablet privileges, your users can install the mobile app.

Windows 8 users

Go to the app store for Windows 8 and install Microsoft Dynamics CRM.

After users install the app, they need to sign in with the URL and credentials that you provided them.

Apple iPad users

Go to the Apple App store and install Microsoft Dynamics CRM.

After users install the app, they need to sign in with the URL and credentials that you provided them.

If you are using Microsoft Dynamics CRM Online, you can just put in the URL and sign in with your credentials. For Microsoft Dynamics CRM 2013 On-Premise version, you will need to set up Internet Facing Deployment.

Once the Users logged in, they can start using Microsoft Dynamics CRM. Keep in mind, any customizations done on the web application requires the user to log out of their mobile app and log back in to see the new changes.

If you are looking for support to setup Microsoft Dynamics CRM 2013 for mobile tablets or phones, RSM offers a full range of services from implementation and optimization to development and support. Contact our professionals for more information on our services at 855.437.7202 or crm@mcgladrey.com.

Read more articles on the new release of Microsoft Dynamics CRM 2013.

By: Hien Tieu – Microsoft Dynamics CRM partner in New Jersey

 

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