How Dynamics CRM and your Tablet Goes Hand in Hand

With more and more business being done on the go, and not behind a desk during business hours, having access to your critical customer data anytime, anywhere, on the device that use most is no longer negotiable.

With Microsoft Dynamics CRM, you can have full mobile access to all of your customer data.  While Microsoft Dynamics CRM 2013 can be accessed via tablet or phone, today we’re going to focus on your tablet options.

CRM for Tablet is available to all Dynamics CRM users, whether you have an Online or an on-premise deployment.  It should be noted that your on-premise solution must be an internet facing deployment. CRM for Tablet current supports Windows 8 on the Surface or Surface Pro and iOS6 and iOS7 on the iPad (3rd generation with 9” screen or greater).

Very soon, UR2 will be released and will support a Windows 8.1 targeted application that provides an offline experience for on-premise users as well as resizable screen capabilities.

The Spring 2014 release of CRM 2013 will support Android devices including:

  • Google Nexus 10
  • Samsung Galaxy Tab 3
  • Asus Transformer Pad Infinity TF700
  • Samsung Galaxy Note 10

Obviously, there are some nuances to using CRM on your tablet that are much easier to show you than to tell you about.  To help you better understand how CRM would work on your tablet, view the video below.  You’ll see some basic, real-world examples of how you can take advantage of mobile CRM functionality on an iPad, an Android device, and a Surface Pro running Windows 8.1:


This video was taken from the Microsoft Dynamics CRM 2013: Mobility Options session at Convergence 2014.  To view the entire session on demand, you can login to Virtual Convergence and view it for free anytime!

To learn some additional benefits of Mobile CRM, read our whitepaper “Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM”


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