Redmond has released a much-anticipated Dynamics CRM
for Tablets app. Microsoft customers can now download the customer
relationship management app from the Windows Store and Apple’s App Store.
Of course, you first need to buy Microsoft Dynamics CRM 2013. The app promises to help you stay connected and productive anywhere and specifically to help you stay up to date with customer information even while on the go.
With the Dynamics app, you can access your activities, accounts, contacts, leads, and opportunities from a dashboard and enter customer data with a few taps. You can also track progress for key performance indicators visually with charts and access your personalized views so that you see the data that's most important to you. Finally, you can access information by pinning tiles to your Start screen or app dashboard.
The news follows Microsoft’s announcement earlier this month that Dynamics CRM Online Fall ’13 is generally available. At launch, Bob Stutz, corporate vice president of Dynamics CRM, boldly stated that the solution marks a turning point in the CRM software solution category and invited those on the fence to start a free trial.
Stutz was quick to remind legacy customers that Microsoft still has a Dynamics CRM solution for on-premises deployment. But the online version is rolling out first in the fall wave. He also wasn’t shy about asking for feedback.
“We want to hear from you. Please let us know what you think of this product, either here in the comments, or on Twitter at #CRM2013,” he said. “Over the next few weeks on the lead up to our Global Premiere Event -- a virtual event where we will feature stories of customers using this new release to deliver exceptional customer experiences -- we are going to kick-off a blog series to examine the state of the market. We will be exploring how the sales process has changed and why companies need a new type of solution in order to be successful in this new age.”
Priorities: Social and Mobile
We asked Rob Helm, an analyst at Directions on Microsoft, for his thoughts on the app and the next version of Dynamics CRM Online. He told us the company has two big priorities for this version -- and probably for the next couple versions of Dynamics CRM -- mobile and social.
“On the mobile side that means having a good story on tablets and smartphones, both Microsoft and non-Microsoft. On the social side, to be continued, but with Dynamics CRM 2013 you are already seeing integration with Yammer and down the road you’ll start seeing more integration with public networks as well,” he said.
“Microsoft is also trying to move faster than is customary because they have cloud competitors, in particular Salesforce, that are on a much shorter schedule of updates. Microsoft really has to be thinking about developing its cloud first and then bringing that in a managed way to the customers who are still running the product on premises,” Helm added.
Posted: 2013-10-30 @ 3:37am PT
2013 will also be the year during which mobile CRM makes a serious play for the business-to-business user. CRM users expect to be able to communicate via their devices at all times, check project statuses, upload files, and add or approve expenses, budgets and invoices. To say, even we have been providing mobile crm for years as well.