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Intelligent Technologies, Inc.

CRM 2013 Frequently Asked Questions Update #2 (Mobile & Collaboration)

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Over the last few months, I’ve written a series of blog posts covering many of the exciting updates coming to Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13, which I promised to update as soon as new information became available.  Well, earlier this week, Microsoft published the official Dynamics CRM 2013 Release Preview Guide.  Download it here.  It provides a lot of great information on the new features included in the next release of Dynamics CRM, but in case you don’t have time to read all 19 pages, I wanted to call your attention to some of the highlights.

 Lots of people we’ve talked to have been particularly interested in Dynamics CRM 2013’s mobile and collaboration capabilities.  So, for the purposes of this post that’s what I’m going to focus on. 

 

Mobile FAQs

Q: Will I still be able to access my CRM data if my mobile device loses its internet connection?

A:  Yes, key data is automatically cached so that it’s available for offline viewing.

 

Q:  Once I become familiar with the new CRM 2013 user experience on my desktop, will there be a big learning curve with using the system on my mobile device?

A: No. The designers of Dynamics CRM 2013 worked hard to ensure users would have a consistent experience across devices.

 

Q: Will I be able to access Dynamics CRM 2013 on my smartphone?

A: Although, they will not be available at the initial October release, CRM 2013 mobile apps for Windows phones, Android phones and iPhones will be released shortly thereafter.

 

Q: What kind of things will I be able to do with the Microsoft Dynamics CRM 2013 smartphone apps?

A: You’ll be able to perform a wide variety of tasks, including viewing contact, account, lead, opportunity, and appointment information.  You will also be able to add and modify contacts, tasks, and notes, and make phone calls or map addresses from within the app.  Furthermore, if you have a Windows Phone, you’ll have the ability to work offline and view your social activity feeds.  

 

Collaboration FAQs

Q: I’ve heard that Yammer will be integrated with Microsoft Dynamics CRM.  What is Yammer exactly?

A: Yammer is a social networking tool for business.  Using a news feed, similar to what you’re accustomed to seeing on the well-known social networking sites, it connects your staff so that they can easily share information and carry on conversations. For more information, see the screenshot below and take a look at my past blog on CRM and Yammer.

Screen shot showing Yammer integration into new Dynamics CRM 2013 user experience

 

Q: Will Yammer be available in both versions of Dynamics CRM 2013 (Online and On premises)?

A: Yes, regardless of whether your organization uses CRM Online or on premises you will be able to enjoy the benefits of Yammer.

 

Q: Must an employee be a licensed Microsoft Dynamics user to utilize Yammer?

A: No, you can easily extend Yammer access to everyone in your organization, so that they can join the conversation regardless of whether they’re a CRM user or not.

 

For even more information on Dynamics CRM 2013, take a look at the previous posts in the series, “Major Dynamics CRM Update Coming This Fall: CRM 2013 Frequently Asked Questions” which offers a high level overview of the major new features included in the new release and “CRM 2013 Frequently Asked Questions Update #1” which is focused around installation and system requirements. 

 I hope you’ve found this additional information useful.  If you’re considering making a move to CRM 2013, be sure to bookmark our blog page and stay tuned for updates.  My next post will center on Dynamics CRM 2013’s redesigned user interface and available communication tools.

 Have questions or want to learn more about Microsoft Dynamics CRM, feel free to contact us.

By: Laura Heinbockel, Intelligent Technologies, Inc., a North  Carolina Dynamics CRM Partner

www.inteltech.com

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