Version notes

Version number: Varies by device

· Enhanced user interactions with a rich set of controls · Access your documents while on the go · Continue to work while offline · Open CRM records directly on your device or share them via email · Activities, opportunities, and other record types are available in a mobile-friendly calendar view · Support for web resources and Iframes (Requires Windows 10) · Bug fixes


Features

  • Access your activities, accounts, contacts, and leads from an easy-to-use dashboard
  • Guided contextual business process
  • Quickly enter customer data with only a few taps
  • Track progress for key performance indicators visually with charts
  • Access your personalized views of lists and grids so that you see the data most important to you
  • Pin tiles to the app home page to get to the info you need quickly
  • Fully support custom entities along with customizations

App details


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Ratings and reviews

Average customer rating

0 stars out of 5
87 ratings

Rating snapshot

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5 stars out of 5
· 3/26/2016
Simply the best app on the phone

Simply the best app on the phone 😊 - better manage my leads and opportunities

1 stars out of 5
· 12/19/2015
This is a joke

This application doesn't support on premise CRM deployments. However it does for iOS and Android. Just not Windows Phone. And you expect the rest of the software world to develop apps for your phone OS?

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

Have tried on multiple occasions to work on Windows 8.1 and with the latest version of CRM Online. Keep getting errors that additional configuration may be required. It thinks I am on premise when it is not. FAIL!!!

4 stars out of 5
· 10/13/2015
Getting Better!

With each release, a bit better. Keep in mind that you need to be on the correct server version in order to support the app. If you aren't sure, talk to your CRM administrator. If you don't have one, call a partner, like Sonoma Partners in Chicago.

1 stars out of 5
· 1/28/2016
Doesn't Work

Server is 2016 On-Premise and mobile version of app works fine on phone and tablet but it doesn't work on Win10. 1/28/16 - Still doesn't work...ugh...

5 stars out of 5
· 1/8/2016
Very User Friendly

Love this new version. Its very user friendly and looks great!

5 stars out of 5
· 5/20/2016

Best app for dynamics CRM users....

4 stars out of 5
· 1/12/2016
Doesn't synch with Outlook

I'd like to give 3 1/2 stars. Two things it doesn't do, synchronize activities with Outlook and when sending an email from the contact card or account card, it doesn't default to tracked.

5 stars out of 5
· 2/29/2016
Brilliant

Brilliant app, does al the things I want

1 stars out of 5
· 3/18/2016
Does not work. Need an updated version for windows 10

It doesn't connect to on premises installation. Need a way to insert user authentication information.