Microsoft CRM 1.2 Mobile (CRM Sales for Pocket PC)

On August 2nd, 2004 Microsoft released Microsoft CRM Mobile 1.2. Microsoft CRM Mobile provides salespeople with up-to-date information about their accounts and contacts, and helps them manage sales opportunities and track sales-related activities. Microsoft CRM Mobile components are installed on each mobile device and on the computer running Microsoft CRM Server in the corporate network: Microsoft CRM Mobile. Runs on the mobile device. Users can view and enter data related to relevant accounts, contacts, opportunities, and activities when the mobile device is disconnected. When corporate network access is available, data on the mobile device can be synchronized with data in Microsoft CRM. Users choose the subset of data that applies to them so that only relevant data is downloaded to the device. Microsoft CRM Mobile server components. These components synchronize data between mobile devices and the Microsoft CRM server. Two tools are included for system administrators:   Mobile Deployment Manager is used to create deployment packages. Deployment packages are used to install and configure Microsoft CRM Mobile on mobile devices, and can also be used to configure other device settings.   CRM Mobile Customization is used to customize which Microsoft CRM data will be available to mobile users and to customize the look of forms and views on the device. For very detailed instructions on how to deploy and configure Microsoft CRM Mobile, download the Microsoft CRM Mobile Implementation Guide (95 pages - PDF). Typical Usage Typically, mobile device users will use Microsoft CRM Mobile both at the office and while they are traveling, for example: At the field or corporate office, with the mobile device cradled, a salesperson prepares for a day or week of meetings with customers by subscribing to information that is pertinent to upcoming meetings. Before leaving the office, a salesperson synchronizes the mobile device with Microsoft CRM. While traveling, a salesperson updates information related to customers and opportunities, and notes required follow-up activities. While traveling with a Pocket PC Phone Edition device, a salesperson calls a contact by tapping and holding a phone number. Back at the office, or anywhere the salesperson has access to a computer with virtual private network (VPN) access to the corporate network and a Microsoft ActiveSync connection with the device, the salesperson synchronizes the mobile device with Microsoft CRM, and uses Microsoft CRM on the desktop or laptop to complete any follow-up activities. Included below are screenshots of the Microsoft CRM Mobile user interface on a Pocket PC: CRM in Programs Menu CRM Login CRM Home Page   Account List Account Record Account - Related Menu   Subscription Settings Synchronization Log Related Record Settings Microsoft CRM Mobile FAQ's Q: When will Microsoft CRM Mobile 1.2 be available? A: Microsoft CRM Mobile 1.2 was released on August 2nd, 2004. Q: Is there any additional cost to customers for this feature pack? A: The Microsoft CRM 1.2 feature pack is available to customers of both Standard and Professional at no additional charge. There could be service costs associated with implementation of some of the components. Customers should engage their partners to scope the deployment of the feature pack components. Q: How will customers receive these updates? A: All customers will be shipped CDs as part of the Software Assurance benefits. Q: Can Customer Service users use Microsoft CRM Mobile 1.2? A: Microsoft CRM Mobile 1.2 is a Pocket PC client for Microsoft CRM Sales and Suite users. It does not support Customer Service deployments. Q: Are there any licensing requirements for the Microsoft CRM 1.2 feature pack? A: The general rule of thumb is that Microsoft CRM User licenses are required for all individuals that access or use a licensed Microsoft CRM Server (Module). Q: Does Microsoft CRM Mobile 1.2 provide support for Pocket PC 2003 Phone Edition? A: Microsoft CRM Mobile 1.2 supports both Pocket PC 2003 and Pocket PC 2003 Phone Edition devices. Q: Will Microsoft CRM Mobile 1.2 support the soon to be release Pocket PC 2003 Second Edition? A: Microsoft CRM Mobile 1.2 is supported in Portrait mode on Pocket PC 2003 Second Edition. It has not been optimized for Landscape orientation nor will it support square screen orientation or high screen resolution display mode. Q: Will International English versions of the feature pack components be supported on other language versions of Microsoft CRM? For example, can I run Microsoft CRM Mobile 1.2 International English on Microsoft CRM Dutch? A: This is not a supported scenario. The feature pack components are only supported on the same language version of the Microsoft CRM server deployment. Microsoft CRM 1.2 feature pack Compatibility Chart: Type of Module Sales Std. Sales Pro. Customer Service Std. Customer Service Pro. Suite Std. Suite Pro. Microsoft CRM Mobile 1.2