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Intelligent Technologies, Inc.

Go Mobile with Dynamics CRM 2013 Tablet Apps! Frequently Asked Questions Answered.

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Recently, I published a blog post answering some commonly asked questions about Microsoft Dynamics CRM 2013’s smartphone apps.  If you missed it, you can take a look here.

As workers are becoming increasingly mobile, they are working not only on their smartphones, but also on their tablets.  So today, I’d like to follow up my previous smartphone blog with a similar entry that answers your questions about using Dynamics CRM on your tablet.  Let’s get started.

 

Q.  What Dynamics CRM features are available to users of the tablet apps?

A. You can do a variety of things, including look up records, edit them, create new ones, and keep in touch with colleagues.

Q.  What types of devices are compatible with the tablet apps for Dynamics CRM 2013?

A.  The new tablet apps for Dynamics CRM 2013 are compatible with:

  • Microsoft Surface
  • Microsoft Surface RT
  • iPad (3rd and 4th generation)
  • Other Windows 8 and Windows 8 RT tablets, as long as they meet the hardware requirements listed below.

Table listing hardware requirements for Windows tablets using Dynamics CRM 2013 mobile apps

Q. What if my tablet is not compatible with the new Dynamics CRM 2013 tablet apps?  Can I still access the system using my tablet’s browser?

A. See table below.

Table listing tablet browser suupport for Dynamics CRM 2013

* iOS 7 is supported if your Microsoft Dynamics CRM iPad app has been updated to version 1.0.51and you’ve installed Microsoft Dynamics CRM Update Rollup 1. If your organization uses Microsoft Dynamics CRM Online, this update has already been applied.

Q. Where can I download the Dynamics CRM app for my tablet?

A.  If you have a Windows tablet, you will find the app in the Windows 8 app store.  If you’re using an iPad, go to the Apple App store to download the Dynamics CRM 2013 app.

Q.  Are there any additional fees to use the tablet apps?

A. No, mobile access is included in Dynamics CRM 2013’s licensing costs.

Q.  Is Dynamics CRM 2013 required to use the tablet app?

A.  Yes.  You can be using Dynamics CRM Online Fall ’13 or Microsoft Dynamics CRM 2013 on premise.  If you’re using the on premise option, you’ll need to enable Internet-facing deployment (IFD).  For more information on this, click here.

 

Still have questions about the tablet apps for Dynamics CRM 2013?  Take a look at this article from the Microsoft Dynamics CRM Customer Center.  It includes a wide variety of resources on the subject including, setup and usage instructions, troubleshooting tips, and more.

Looking for more basic information on Microsoft Dynamics CRM and why so many businesses choose it to help them build and maintain their customer relationships? Visit our website.

If you have specific questions about whether this Microsoft Dynamics CRM will fit your organization’s unique needs, don’t hesitate to contact us.  Our expert consultants can help.

By: Laura Heinbockel, Intelligent Technologies, Inc., A NC Microsoft Dynamics Partner

www.inteltech.com/

One Response to “Go Mobile with Dynamics CRM 2013 Tablet Apps! Frequently Asked Questions Answered.”

  1. Samiirah says:

    I have CRM 2013 deployed on premises.
    I need to do some testing regarding the capabilities of using CRM 2013 on tablets using offline mode.

    I would like to know which OS for tablets is better:
    Windows , iOS for ipad or Android.

    What would you advise me?

 

 
 
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