Business Solutions

    Microsoft Business Solutions CRM Mobile Version 1.2

    Language:
    English
    Microsoft Business Solutions CRM Mobile is a mobile client for Microsoft CRM v1.2. Microsoft CRM Mobile provides salespeople with up-to-date information about their accounts and contacts, and helps them manage sales opportunities and track sales-related activities.
    • Version:

      1.2

      File Name:

      CRMMobile1.2.exe

      Date Published:

      8/2/2004

      File Size:

      79.5 MB

        The following Microsoft CRM Mobile components are installed on each mobile device and on the computer running Microsoft CRM Server in the corporate network:
        • Microsoft CRM Mobile. Runs on the mobile device. Users can view and enter data related to relevant accounts, contacts, opportunities, and activities when the mobile device is disconnected. When corporate network access is available, data on the mobile device can be synchronized with data in Microsoft CRM. Users choose the subset of data that applies to them so that only relevant data is downloaded to the device.

        • Microsoft CRM Mobile server components. These components synchronize data between mobile devices and the Microsoft CRM server. Two tools are included for system administrators:

          • Mobile Deployment Manager is used to create deployment packages. Deployment packages are used to install and configure Microsoft CRM Mobile on mobile devices, and can also be used to configure other device settings.

          • CRM Mobile Customization is used to customize which Microsoft CRM data will be available to mobile users and to customize the look of forms and views on the device.
    • Supported Operating System

      Windows 2000 Service Pack 4, Windows Server 2003, Windows XP Service Pack 1


        • Mobile Device Requirements

        • To run Microsoft CRM Mobile, each mobile user must have his or her own mobile device that meets the following requirements:

          • Windows Mobile™ 2003-based Pocket PC (ARM or Xscale processor)

          • 64 megabytes (MB) of RAM minimum, 64 MB recommended

          • 400-MHz processor (minimum)

          • 3.5" display, 240 x 320 pixels (minimum)

          • Recommended: secure digital card slot and a secure digital card, or CompactFlash card slot and a CompactFlash card.

        • Microsoft CRM Server Requirements

        • Microsoft CRM must be installed and running before you install Microsoft CRM Mobile. Before you install Microsoft CRM Mobile, review your Microsoft CRM Mobile installation and verify the following:

          • You must be running either the United States English or International English versions of Microsoft CRM version 1.2.

          • Review the list of updates available for Microsoft CRM to see whether there are any updates or hotfixes that apply to Microsoft CRM Mobile. A complete list of Microsoft CRM updates and hotfixes is maintained in the Microsoft Knowledge Base article 838986, "Microsoft Business Solutions CRM version 1.2 published updates and hotfixes." If any relevant updates or hotfixes are listed, download and install the update or hotfix.

          • All your mobile users must be defined in Microsoft CRM. Each user must be assigned at least one security role, and one of these Microsoft CRM licenses: Microsoft CRM Sales Standard, Microsoft CRM Sales Professional, Microsoft CRM Suite Standard, or Microsoft CRM Suite Professional.

          • A server certificate is required and should be installed before installing Microsoft CRM Mobile.

          • Internet Information Services (IIS) must not use host header names for name resolution of Web site names.

        • Additional Requirements

        • Additional requirements are available in the Microsoft Business Solutions CRM Mobile Implementation Guide. This guide is available in .pdf format and is part of the download package.
      • The file CRMMobile1.2.exe is a self extracting file. Download the file to a temporary folder. The file is executed from a command prompt window. You can use the following command:

        CRMMobile1.2.exe

        The Microsoft Business Solutions CRM Mobile Implementation Guide in .pdf format will be one of the extracted files. Use this guide to install and use Microsoft CRM Mobile.

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