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Install the CRM for tablets app

This topic is prerelease documentation and is subject to change.

While on the go, you can use Microsoft Dynamics CRM 2015 on your mobile device with the Microsoft Dynamics CRM for tablets app. Before you can use the app, you need to check to make sure your CRM 2015 admin has set up CRM for tablets for you. Your admin might have provided you with instructions on how to install the app, but if not, you can use these instructions to download the app from your tablet's app store.

On this page:

Review the list of supported tablets

Install CRM for tablets

Start the app

Having trouble with your app?

Privacy notice

Review the list of supported tablets

Before installing the app, it's important to determine if the app is supported on your tablet. More information: TechNet: Tablet support for Microsoft Dynamics CRM 2015 and CRM Online

Install CRM for tablets

To install the CRM for tablets app on your tablet, click the link in the following table for your tablet. The link will take you to the app on your tablet's app store.

App

App link

Microsoft Dynamics CRM for Windows 8.1

Windows Store

Microsoft Dynamics CRM for Windows 8

Windows Store

Microsoft Dynamics CRM for iPad

Apple App store

Microsoft Dynamics CRM for Android

Google Play

The Windows 8.1 app only works on Windows 8.1, but either the Windows 8 or the Windows 8.1 app works on Windows 8.1 tablets.

If your organization has an on-premises deployment of CRM, you need to make sure that your organization is ready for you to install the Windows 8.1 app before you install it. More information: Troubleshoot a CRM for Windows 8.1 app start-up error

Start the app

  1. Open the CRM for tablets app.

  2. On the Let's get set up! screen, enter your company's CRM web address.

  3. Choose the Arrow button in the lower right corner to continue.

Having trouble with your app?

If you're having trouble with your CRM for tablets app, it's a good idea to contact your IT department. If you want to do some troubleshooting on your own, try these resources:

Privacy notice

Licensed Dynamics CRM Online users with specific Security Roles (CEO – Business Manager, Sales Manager, Salesperson, System Administrator, System Customizer, and Vice President of Sales) are automatically authorized to access the service by using CRM for tablets, as well as other clients.

An administrator has full control (at the user security role or entity level) over the ability to access and the level of authorized access associated with the tablet client. Users can then access CRM Online by using CRM for tablets, and Customer Data will be cached on the device running the specific client.

Based on the specific settings at the user security and entity levels, the types of Customer Data that can be exported from CRM Online and cached on an end user's device include record data, record metadata, entity data, entity metadata, and business logic.

 
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