Features

  • Easily update opportunity data visually
  • Add activity posts to opportunity record

Additional information


Version Notes

This update contains the following: - Fixed chart layout on Surface 3 form factor - Fixed build issue with managed code library preventing authentication to IFD instances


Ratings and reviews

Average customer rating

4.4
26 ratings

Rating snapshot

  1. 5
    69%
    18
  2. 4
    19%
    5
  3. 3
    0%
    0
  4. 2
    3%
    1
  5. 1
    7%
    2
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Kristie · 1/31/2013
Simple Interface, Nice Design

Nice visual way to easily view and edit data. Anyone will enjoy using this application!

Benton · 12/4/2012
Sweet App!

Very interactive and easy to use.

Matt · 11/13/2012
Looks good in demo, will not load my on Premise

*Edit* The recent update enabled me to receive my data from on Premise install. Rating updated. *Edit* And the username/password is not saving. No type of error is displayed. Just loading opportunities swirl. Killed and restarted several times. It looks like a great app design but of course if I can't connect to our data then its useless.

Paul · 11/3/2012
Very Easy Opportunity Management!

I really like the idea here and the relative ease of use for this application to control CRM Opportunities. Thank you also for taking care of all authentication types properly! Only thing I would add is the ability to update the sales stage... but that might pose some challenges. Overall the solution is remarkably well done, and I hope to see more good things come from the team at Sonoma!

Peter · 10/30/2012
Great and Intuitive Opportunity and Pipeline Tool

I like the graphical touch and slide interface on top of Dynamics CRM. I works the way an Account Manager like to interact with a CRM system. Peter Alvmo

Ryan · 10/24/2012
Win8 + Dynamics CRM are better together

This free intuitive touch-based CRM application enables you to maintain your pipeline on the fly. Use the bubble chart to view or edit opportunities by month. The bar chart displays weighted revenue by month with a glimpse of what has closed month-to-date. If you don't own Dynamics CRM you can use the Demo mode to see the power of Dynamics CRM + Windows 8.

Tom · 5/20/2013
Good idea, but can't connect

Looks goods from a demo perspective, but can't connect to my IFD deployment. Is there an update available that fixes this?

Bob · 12/25/2012
So easy!

Great app!

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