Microsoft Dynamics CRM 2013 Customer Center
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Take a tour of CRM for tablets

The Microsoft Dynamics CRM for tablets app is the best way to view CRM data on a tablet. The app is intuitive and uses familiar tablet gestures, but this tour offers useful tips about the CRM for tablets app that you might not know.

When you first open CRM for tablets and sign in, you'll see the Sales Dashboard. Your CRM admin has probably customized it to fit the needs of your organization, so your dashboard might look different than the one shown here—and possibly have a different name. The dashboard is the home page for CRM for tablets and provides a quick overview of your CRM data, including different views and charts.

Follow the instructions here to navigate, search, and do other common tasks.

Navigate the dashboard

Navigation is intuitive, and it's easy to view or create new records from the dashboard. Here are a few quick tips.

Display the command bar

You can add a new record, change views, or do other tasks from the command bar.

Follow the steps for the app you're using.

Windows 8 app and Windows 8.1 app

  • Swipe up from the bottom of the screen.

iPad app and Android app

  1. Tap the More Commands button () on the bottom right of the screen.

The command bar is context-sensitive, and the available commands change depending on where you are in the app. When you display the command bar for a specific record, the available commands are relevant to that record.

Display the command bar for a specific record or from a list or grid

  • Press and hold the record or the list or grid header.

Display the nav bar

The nav bar gives you a full list of the record types you can view.

  • Tap the list icon on the top left corner of the screen.

Work with records on the dashboard

To do this:

Do this:

View all the records for a record type on the dashboard.

Tap the header of the list.

Open the form for a record on the dashboard.

Tap the record.

Create a new record from the dashboard.

Tap the New Item button (+) on the right side of the header of the type of record you want to create (for example, My Activities).

Change views for a list on the dashboard

  1. Press and hold the name of the list to display the command bar.

  2. To select a different view, tap the Select View button on the command bar.

View activities and mark them complete

On the dashboard, if your admin chose to put it there, My Activities shows your activities that are past due or due today in a darker color than those that aren't.

Mark an activity complete

  • Tap the check box next to the activity in the list to mark it complete.

Create or edit stakeholders or sales team members

On the dashboard, Stakeholders and Sales Team allow you to look up or create a new stakeholder or sales team member without leaving the dashboard.

  1. In Stakeholders or Sales Team, tap the new item button (+).

  2. Enter a contact name to look up in the dropdown that appears in the simple list.

  3. Either select from the contacts that appear or, if it's a new contact, tap the Add button and complete the information in the form that appears.

  4. Select a role for the contact.

Navigating on Android tablets

Navigation on Android tablets is a little different than on iPad or Windows 8 tablets.

When you scroll on an Android tablet by swiping left or right, the app scrolls a whole page at a time instead of a partial page. You can also use the arrow buttons at the bottom of the screen to scroll left or right.

Depending on where you are in the app, the AndroidBack button takes you to the previous form, cancels dialog boxes or error messages, closes the keyboard, or performs other actions depending on context.

Search for records

To quickly find your records in Microsoft Dynamics CRM for tablets, you can search across multiple record types (up to 10) at once.

Start a search

  1. Tap the Search button in the upper right corner of the screen. Type one or more characters in the search box.

  2. Tap the Search button next to the search box.

    The search results include only records that begin with the letters you type. For example, if you want to search for “Alpine Ski House”, type alp in the search box; if you type ski, the record won't show up.


    Important

    Although you can use wildcard characters in your search (such as *ski), it's best to avoid wildcards due to possible performance issues.


Filter search results

  • To filter results by one record type, on the search screen choose a record type from the Filter with: drop-down box.

  • To search against all record types, choose None in the Filter with: drop-down box

Pin tiles to the dashboard and create a communication card

Pinned tiles provide quick access to your records, contacts, and views. You can pin as many tiles as you want to the Pinned Tiles section of the dashboard.

Pin a tile

  1. To pin a tile from a grid or list, press and hold the item you want to pin to show the command bar. To pin a tile from a record form, swipe up from the bottom on Windows 8 tablets or tap the More button on iPad or Android tablets to show the command bar.

  2. Tap Pin to Dashboard on the command bar. The item appears as a tile in the Pinned Tiles section of the dashboard.

Communication cards provide a quick way to email or call your contact just by tapping the email address or phone number on the card. Communication cards appear on contact forms, but you can also create a communication card from a contact in the Pinned Tiles section of the dashboard by expanding the pinned tile.

Create a communication card from a pinned tile

  1. Press and hold a contact or user tile that is pinned to the dashboard.

  2. Tap Larger on the command bar. The contact information becomes a communication card.

Work with lists

Resize columns in a list

You can resize columns in a list, and the CRM for tablets app will remember your settings the next time you view that list. Follow the steps for the app you're using.

Windows 8 app or Windows 8.1 app

  1. Swipe up from the bottom to open the command bar.

  2. Tap Resize Columns.

  3. Drag the column handles that appear above the form to the width you want.

iPad app or Android app

  1. Tap the More Commands icon on the bottom right of the screen to open the command bar.

  2. Tap Resize Columns.

  3. Drag the column handles that appear above the form to the width you want.

Sort a list

  • To sort in ascending order by a column, tap that column's header.

  • To sort in descending order, tap the column's header again.

Work with charts

Drill through to see the records for a chart

  • To see the records that represent a certain part of a chart, tap that section of the chart.

  • To see all records for the chart, tap the area surrounding the chart.

  • Tap any of the records to display its form.


Note

You can see charts alongside a list only if you tap a chart from the sales dashboard. You can't display a chart to appear next to a list if you don't start from a chart on the dashboard.


Change the chart view

  1. Tap Select View button on the command bar.

  2. Tap the view you want.

Change the chart to display

  1. Tap Select Chart on the command bar.

  2. Tap the chart you want to display.

Limitations

The following features in the web application aren't available in CRM for tablets:

  • Yammer and activity feeds

  • Bing Maps integration

  • SharePoint document libraries

  • Custom web resources and iFrames

However, if you need to use these features or want to view a record in the web application, you can do that in your tablet's browser.

  1. Press and hold the record or view you want to see.

  2. Tap Open in browser.

  3. Sign in to the web application when it appears. The web app goes right to the record that you were working on in the CRM for tablets app.

 
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