Features

  • 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

App details


Version notes

What's New: • Support for Chinese and Japanese languages • Bug fixes


Ratings and reviews

Average customer rating

0 stars out of 5
112 ratings

Rating snapshot

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2 stars out of 5
· 10/15/2014
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 server

4 stars out of 5
· 6/5/2014
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)

2 stars out of 5
· 4/17/2014
Barely There

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.

4 stars out of 5
· 2/4/2014
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 needs

5 stars out of 5
· 1/2/2014
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.

5 stars out of 5
· 12/18/2013
Great app!

Love the offline capability.

4 stars out of 5
· 11/20/2013
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 soon

5 stars out of 5
· 10/21/2013
Fantastic app

Fast, stable, includes some really great functionality not found in the full application, like cross entity search. To Matt who gave it 2 stars and said that it always thought his surface RT was offline--this is because the app is in offline mode. Click the word "Offline" and reconnect it--you will then be online.

1 stars out of 5
· 3/16/2016
Won't Run

Flashes on the screen and never gets started. Either W10 is broke or this app had a bug that W10 exposed.

1 stars out of 5
· 11/18/2015
Does not work with Windows 8.1

I have tried with different CRM Online accounts and it does not work when using this app from Windows 8.1 - get the error "Your server is not available or does not support this application". #FAIL from Microsoft. And why us the most recent review of this app from 2014? Is Microsoft blocking negative reviews?


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