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Getting Started: CRM Mobile Express

This post will help you in getting started with Mobile Express for MS CRM 4.0. Mobile Express consists of 2 components:

  1. Mobile Console
  2. Mobile Application

Mobile Console

The purpose of the console is to allow users (with sufficient (e.g. System Customization) privilege) to configure Mobile Express for their instance of CRM. Some of the things that can be done here are:

a) Select which entities you would like to enable for Mobile

b) Select which attributes (fields) of a particular entity you would like to add it to Mobile Form

c) Select the order of the attributes (moving them up and down on the form)

To access Mobile Console:

  1. Launch your CRM Application
  2. Navigate to Settings > Customization > Customize Mobile Express

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When you click on Customize Mobile Express, you will see the following:

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As can be seen from above screenshot, we have 2 lists here:

Available Entities – This is the list of entities that can be enabled for Mobile Application. For example, you would not see these entities in Mobile Application until you move them across to the Selected Entities list and publish the changes.

Selected Entities – This is the list of entities which are currently selected for Mobile Application. Launching Mobile Application would show you these entities.

You will need to publish the entity once it is moved from Available to Selected or vice versa to see the changes on the mobile application (device).

Mobile Application

This is the component where an end user can access Mobile Express on a browser on their mobile device. By default, the URL of the Mobile Application is http://CRM_Server_Name/OrgName/M:

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Time for some FAQ’s:

1) What is the landing page of the Mobile Application?

Landing page is the first page which users see after they’ve signed in with http://CRM_Server_Name/OrgName/M. This landing page would show you all the entities which are available for Mobile and the ones which have its own home page.

2) In Mobile Console, why are some entities listed in bold text and others not?

Not all the entities supported for Mobile has its own home page (i.e.: Mobile Grid, View Selector, Quick Find, Paging etc). The entities which are in bold are the ones which have its own home page So, in order to distinguish these entities we have bold them in Mobile Console. The entities which are not in bold do not have its home page and can only be reached via Related Entities section or by clicking a lookup link from an mobile entity page. Another way of looking at it is that the entities in bold are the ones that are shown on the landing page.

3) My CRM has a base language which is ≠ 1033, why am I not able to use ME?

At this moment Mobile Express is only available for US English as a base language. As a result you would not be able to install ME on a system where base language is not US English.

4) How do I navigate to an entity mobile form if it is not listed in landing page?

You can do this either via a lookup link in Read Mode or via Related Entity section in Mobile entity page.

Till next time, go Mobile!

Manoj Kithany

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