Microsoft Dynamics CRM for Windows 8
Microsoft Dynamics CRM is the essential business tool to help you stay connected and productive wherever you are. Stay up to date with your customer info—even when you’re on the go. Arrive prepared for every appointment, and update your notes, tasks, contacts, accounts, leads, and opportunities while the details are still fresh in your mind. Requires Microsoft Dynamics CRM 2013.More
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1-10 of 24 reviews
Logging in Issue
It was fine for the first few days. But I can no longer log in. The suggested fix online that was given a year ago didn't help. A suggestion for a feature is a button to automatically update from serverMore
With recent updates to the app we've noticed some things have stopped working. When we create an opportunity and attach an activity to it, when we come back to the record later within the app, the activities attached (regarding) the opportunity are not listed. They show up correctly from the CRM web site so we know it's not a server-side issue. We've also noticed some problems within the app when adding "users" to an appointment. The appointment gives an error when we save it. This does not happen from the web site.More
Really good for managing my Business
I'm a high tech sales/biz dev guy and this tool is an ideal combination of quick and flexible. It gives me access to, and organizes the information I need without demanding information I don't have, or don't care about - and it's quick. (soo important!) I recommend - especially with a touch screen machine, the flow intergrates perfectly with my daily routine One exception - you need to remember to "refresh" when you first load the app if you're working on multiple machines otherwise you'll be missing records. Would be nice if you guys could please address that issue. (-1 star)More
It's a good start, but...
It's a nice try but this app, falls short of the customization you can do with how CRM is being used by me. I'm a services person, not a sales person and the default screen isn't set up for services, by default and I can't find a way to change it. Also, I've created a custom dashboard on my online version that I can seem to use in this version. If there was a way to customize this app more so that it's not a task to use it, then I'd probably rate it higher.More
Two key upgrades needed for sales and enterprise leaders: 1. Option to customize default Sales Dashboard to start with organization level rather than individual 2. Integration with actual sales performance to goals so organization and individual performance can be tracked.More
so far so good
like it, MS got the UX right. UI needs some help but its an easy touch experience made for modern sales needsMore
Great leap forward
The mobile app really gives some strong capabilities, between the modern interface and the semi-offline capability, it really helps in the day-to-day use of CRM, especially when away from the office.More
Love the offline capability.More
overall, this is pretty good. it gives me a decent way to look at what is going on in CRM. There are a few things that are needed to make this a goto app for my tablet: 1) Quotes: being able to at least review quotes would be a start. Being able to create a quote while in the field would be a plus 2) speed. it often takes quite awhile for data to come down 3) exchange integration: CRM for outlook has a nice feature where you can flag pretty much anything so that it will show up on your todo list in Outlook. It makes for a nice consolidated list of todo's I am still playing with it. so far, it is nice for my surface. but, being able to do Quotes would make it so much better for field work.More
Missing Service Activities/Contracts
This only works with CRM 2013 update. Once our CRM Online account was updated, the app functioned relatively well, although there are still a number of SQL Server errors on some columns that require a refresh. I'm disappointed (minus 1-star) that there's no contracts/service record or service activity management which would have made this ideal for Surface or Surface 2 deployments. Hopefully there will be some updates coming soonMore
Microsoft Dynamics CRM for Windows 8
- Access your activities, accounts, contacts, leads, and opportunities from an easy-to-use dashboard
- Quickly enter customer data with only a few taps
- Track progress for key performance indicators visually with charts
- Access your personalized views so that you see the data most important to you
- Instantly access the information most important to you by pinning tiles to your Start screen or app dashboard
- Approximate size
- Age rating
For ages 12 and upMore
- Supported processors
- Supported languages
English (United States)Deutsch (Deutschland)Español (España, Alfabetización Internacional)Français (France)Italiano (Italia)Português (Portugal)日本語 (日本)中文(中华人民共和国)中文(台灣)
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- Additional terms
Microsoft Dynamics CRM for Windows 8 license termsMICROSOFT SOFTWARE LICENSE TERMS MICROSOFT DYNAMICS CRM FOR WINDOWS 8 These license terms are an agreement between Microsoft Corporation (or based on where you live, one of its affiliates) and you. Please read them. They apply to the software named above, which includes the media on which you received it, if any. The terms also apply to any Microsoft • updates, • supplements, • Internet-based services, and • support services for this software, unless other terms accompany those items. If so, those terms apply. By downloading or using the software, you accept these terms. If you do not accept them, do not use the software. If you comply with these license terms, you have the perpetual rights below. 1. INSTALLATION AND USE RIGHTS. a. Installation and Use. You may install and use any number of copies of the software on your devices running the Windows 8 operating system and which are affiliated with the Microsoft account associated with your Windows Store account. This software requires connection to computer systems running validly licensed copies of Microsoft Dynamics CRM 2013 Server or which have valid Microsoft Dynamics CRM Online subscription license. Updates to Microsoft Dynamics CRM 2013 Server may be required. b. Third Party Programs. The software may include third party programs that Microsoft, not the third party, licenses to you under this agreement. Notices, if any, for the third party program are included for your information only. 2. INTERNET-BASED SERVICES. Microsoft provides Internet-based services with the software. It may change or cancel them at any time. You may not use these services in any way that could harm them or impair anyone else’s use of them. You may not use the services to try to gain unauthorized access to any service, data, account or network by any means. 3. SCOPE OF LICENSE. The software is licensed, not sold. This agreement only gives you some rights to use the software. Microsoft reserves all other rights. Unless applicable law gives you more rights despite this limitation, you may use the software only as expressly permitted in this agreement. In doing so, you must comply with any technical limitations in the software that only allow you to use it in certain ways. You may not • work around any technical limitations in the software; • reverse engineer, decompile or disassemble the software, except and only to the extent that applicable law expressly permits, despite this limitation; • make more copies of the software than specified in this agreement or allowed by applicable law, despite this limitation; • publish the software for others to copy; • rent, lease or lend the software; • transfer the software or this agreement to any third party; or • use the software for commercial software hosting services. 4. DOCUMENTATION. You may copy and use the documentation for your internal, reference purposes. 5. EXPORT RESTRICTIONS. The software is subject to United States export laws and regulations. You must comply with all domestic and international export laws and regulations that apply to the software. These laws include restrictions on destinations, end users and end use. For additional information, see www.microsoft.com/exporting. 6. SUPPORT SERVICES. Because this software is “as is,” we may not provide support services for it. 7. ENTIRE AGREEMENT. This agreement, and the terms for supplements, updates, Internet-based services and support services that you use, are the entire agreement for the software and support services. 8. APPLICABLE LAW. a. United States. If you acquired the software in the United States, Washington state law governs the interpretation of this agreement and applies to claims for breach of it, regardless of conflict of laws principles. The laws of the state where you live govern all other claims, including claims under state consumer protection laws, unfair competition laws, and in tort. b. Outside the United States. If you acquired the software in any other country, the laws of that country apply. 9. LEGAL EFFECT. This agreement describes certain legal rights. You may have other rights under the laws of your country. You may also have rights with respect to the party from whom you acquired the software. This agreement does not change your rights under the laws of your country if the laws of your country do not permit it to do so. 10. DISCLAIMER OF WARRANTY. The software is licensed “as-is.” You bear the risk of using it. Microsoft gives no express warranties, guarantees or conditions. You may have additional consumer rights or statutory guarantees under your local laws which this agreement cannot change. To the extent permitted under your local laws, Microsoft excludes the implied warranties of merchantability, fitness for a particular purpose and non-infringement. FOR AUSTRALIA – You have statutory guarantees under the Australian Consumer Law and nothing in these terms is intended to affect those rights. 11. LIMITATION ON AND EXCLUSION OF REMEDIES AND DAMAGES. You can recover from Microsoft and its suppliers only direct damages up to U.S. $5.00. You cannot recover any other damages, including consequential, lost profits, special, indirect or incidental damages. This limitation applies to • anything related to the software, services, content (including code) on third party Internet sites, or third party programs; and • claims for breach of contract, breach of warranty, guarantee or condition, strict liability, negligence, or other tort to the extent permitted by applicable law. It also applies even if Microsoft knew or should have known about the possibility of the damages. The above limitation or exclusion may not apply to you because your country may not allow the exclusion or limitation of incidental, consequential or other damages.
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What's New: • Support for Chinese and Japanese languages • Bug fixes