A Familiar User Experience

Mobile Access delivers a consistent look and feel to Dynamics CRM and leverages the navigation design of your chosen smartphone. The intuitive experience enables users to get working quickly without extensive training.

Multi-tasking & Multi-Page Interface

MobileAccess provides a unique patented multi-tasking/multi-page interface, improving access and usability for mobile devices.

Enhanced CRM Functionality

Users benefit from virtually all the same CRM capabilities they have in the office – and more. Smartphone users demand all core CRM functions, such as performing CRM record searches and lookups, and creating, editing, deleting and assigning records. MobileAccess also delivers 34 additional functions including the ability to:

• Open and forward documents and attachments
• Quickly share CRM records by email with others
• Set independent user feature personalization
• Receive Alert Notifications of newly created or assigned records (Professional and Enterprise)

Native Email, Phone & Browser Integration

Working with CRM information requires frequent use of native smartphone applications such as email, phone and browser applications. MobileAccess allows email and phone call records to be copied to CRM by either automatically prompting the user to perform this action or allows independent record selection.

Seamless Online & Offline Experience

MobileAccess enables offline access to locally cached data. Regardless of the strength or availability of a wireless signal, users benefit from a truly persistent experience. MobileAccess and local CRM data remain available for use at all times. Any changes are cached when offline and automatically synchronized when the signal returns.

Automatic Synchronization

Synchronization between the smartclients and CRM server is fully automated, ensuring up-to-date business information for mobile and office workers. Updates to smartclient records are immediately synchronized back to the server. Changes at office, like new lead imports, are automatically updated on the appropriate smartphones.

Smartphone Choice

MobileAccess is the only mobility solution for Dynamics CRM to support both leading enterprise smartphone systems: BlackBerry and Windows Mobile. It provides the ultimate user choice and reduces cost and risk for your organization.

Automatic CRM Configuration

There is no need to reprogram all your CRM customizations and configurations for mobility. MobileAccess inherits and leverages your existing CRM configurations and customizations including:

• Standard and custom entities
• Standard and customized forms and fields
• CRM Role- and Object-based security permissions
  
  

Management & Administration

MobileAccess simplifies user and smartphone management. Its intuitive web-based, graphical management interface is conveniently located inside Dynamics CRM. Administrative tasks are easily performed from the management console, including:

• Over-the-Air deployment and removal
• Adding and removing handheld users
• Importing and exporting configurations
• Managing system settings
  
  

Security & Data Integrity

MobileAccess was designed to ensure full security for data transmission and storage, and provides the ultimate in data integrity, with guaranteed data delivery. Data can be wiped from lost or stolen devices.

Advanced Configuration Management

While many customers use MobileAccess right out-of-the-box, it is also designed for large enterprise deployments. This complete mobile platform is uniquely equipped to manage and support external integrations and customizations in highly sophisticated deployments. The Advanced Configuration administration console enables:

• Client-side form logic and controls
• Multi-tenancy organization support
• Mobile Groups to define unique user experiences
• Visual form designer interface
• Extended security model for form/data control