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Intelligent Technologies, Inc.

Improved Dynamics CRM Online for iPad Functionality Helps Salespeople Work on the Go

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Many companies today are embracing the BYOD (Bring Your Own Device) trend.  As a result more and more workers, especially sales people, and others who travel a great deal are using tablets to get the job done.  And we all know the Apple iPad is the most popular tablet on the market.  But not all business applications support the iPad, which can lead to frustration among users and cause BYOD policies to be less effective than they could be.

Not too long ago, Microsoft Dynamics CRM was one of those applications that was difficult or impossible to use on the iPad.  However, with the latest update to Microsoft Dynamics CRM Online that is changing.  This update brings with it an improved user experience that allows iPad users to login to Dynamics CRM Online, through the iPad’s Safari browser, the same way they would if they were logging in through a laptop. Once logged in, iPad users will see that the pop ups have been removed from the system.  According to a recent article written by the Microsoft Dynamics CRM team, which you can read in its entirety here, several other features have been added to optimize the Dynamics CRM iPad experience.

They include:

  • Support for both portrait and landscape modes.  Switching between them collapses the left navigation pane automatically. But users are also given the option to manually collapse the sitemap.
  • Increased spacing between buttons and menu items to make tapping easier.
  • The removal of the ribbon, since it took up quite a bit of space on the screen and caused popups to occur.
  • The removal of the help visor to save additional space.
  • The removal of the jump bar from grids.

 

It’s important to note that this Dynamics CRM for iPad update focuses mainly on the system’s sales functions, making it something that a sales rep can easily use on the go.  It is not intended to be an all-encompassing CRM interface that handles marketing, customer service and other non-sales functions.

 

So, if your sales team is in need of a robust CRM system that they can access on the go, whether from a laptop or iPad, Microsoft Dynamics CRM Online may be the solution you’ve been searching for.  Learn more about Dynamics CRM and what it has to offer on our website.  If you have questions, please contact us, we are more than happy to help.

 

By: Laura Heinbockel, Intelligent Technologies Inc., A North Carolina Microsoft Dynamics partner

www.inteltech.com

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