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Connecting Software CB Mobile CRM – Windows 8, 8.1 User Manual

1. ssssssnnnrrsnnrrrsnrrrnrrnrrnrenrrrnrnrrrnrrrnenrrrnnrenrenrrnan 7 T N DS NVI SC y raara 7 73 Application SCCUTEY scsacaveernnvinadeimnndone ra oessrewieadaronsnuseevine rin tassasssaneniasereesnaradeat 7 S SuUPPor ed lea 0 en ee a re Er E ee ee ee ee ere Tr 7 9 Basic app lay GUE casasticartadessdpetasasesniedeae wan A N E E A E E 8 LO RIE CUE O pee ee eee EE ne EA EE 10 ELEGO G O a E E 10 LLTO e e settee arses E E E E E E E 10 L WES a E E E sete neu O A E E E E E 12 Le WAM a E E ne neeansusees seueneceseeoseorent esanne 15 2A Mam menu Heme OFGCl ins aces sree csteccercrce secon AEAEE 16 13 Functionality description p2s053455652525 coccdineicosnsiediiannoesaancassaeee ns nnoraeatapsenareneeenene 17 A Sel DSI OOP Gl M E E E E A ese nav E E E T 17 Lal Chart setin ODIO NS rareti hrir an eatenancnbnustunwanteaga nad ewiineulene ii 17 LoL Paa r E E E E T 18 L 13 Chart filter COMIN GONG sesse a aR 19 ILa Dera CA a E a a 19 LoLa D Pipeline Mal sste E a i a sine vevenmian dans 20 NC oe NC CPE C E A E ee re 20 to A Ee als ee eee E ere ere ee 21 LA MAD DOG Ca xasnsanagansacsoaesnsosacaasqenpannenenseceseseee vasodenionnngne ge acaceaanonaseasasnoncnrencness 21 13 3 SCAN Code PAGE 2 eecccccecccee eet eee een A ARR E DEERE DEES SDSS OSES SE OSSSSESEESSEEEE EERE EEE EERE 24 13 4 Calendar Dage rosario EA EA EA A EA EA 26 Po A CON OGG aoa E E E A T E 30 2015 06 17 Page 2 104 Connecting fey Software CB Mobile CRM W
2. www connecting software com Accounts f Contact support connecting software com List of accounts Privacy Policy Contacts List of contacts CB MobileCRM uses the LocationService for the Map functionality in order to display current location of the user device Accounts Contacts or any records that require GPS coordinates The current user position is used only in connection with your Microsoft Products Dynamics CRM data MobileCRM does not store or send the data to any other service than 13 18 Account wizard page The account wizard page is used to manage user account used for communication with Connect Bridge server and the users Dynamics CRM server This process requires active connection to the internet The page allows following operations 2015 06 17 Page 93 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software L Mobile CRM lt amp lt q Account Wizard List of quotes l Invoices _ New Account List of invoices ET Orders List of sales orders Cases List of cases Settings App settings About App description 13 18 1 Create new account To create a new user account tap on the Create new account button Fill in the required fields and tap on Next button If the user needs help tap on the info icon and web browser with step by step guide on how to create new account is displayed e Email field email address of the user that w
3. Name HC_product3 DET aleler lce Product ID HC03 Shows charts Product type 3 1587 Shows map List price 2225 Ma p Standard costs Calendar Shows agenda Accounts List of accounts Contacts List of contacts 2015 06 17 Page 48 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software To save the newly created product tap on the floppy disk image button in the title frame The product is immediately created and stored in the local database The CRM product is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings f Mobile CRM 4 Invoice 2015 06 17 Page 49 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 8 Activities page Activities page contains information about the activities The user can choose to view all activities including the activities of other users or display only the user owned activities These settings can be changed on the settings page There are several activity types listed in the list of activities Each activity type has its own icon to identify the type of activity Currently supported activities displayed in the list are e Appointments e Tasks e E mails e Phone calls e Faxes e Letters
4. lt host gt when the server does not use custom port The application will modify the link internally and add the common end tail XrmServices 2011 Organization svc Example https crm cn s eu 1234 CrossNationalSolutions https crm cn s eu NOTE Make sure that the CRM web service can be accessed by typing the whole url into the browser and checking that you get the correct response from your CRM server service Example https crm cn s eu 1234 CrossNationalSolutions XrmServices 2011 Organization svc https crm cn s eu XrmServices 2011 Organization svc When all modifications have been finished tap on the Next button to update the CRM account When successful the user is notified by status message in the title or a error message is displayed in case a problem occurs 2015 06 17 Page 99 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software r a Mobile CRM Gs Account Wizard List of quotes CRM Account Name DEMOCRM Invoices Crm Login Example Viet cns com List of invoices Crm Password Re Password Orders Crm ServerUrl Example https crm cns com CBCompany List of sales orders http s lt host gt lt port gt lt company gt Cases List of cases Settings App settings About App description 13 19 Background Agent The background agent is used to enable Toast messages and update main Tile on the start menu of windows phone device To enable
5. 13 9 2 Create new opportunity To create new opportunity tap on the plus icon and opportunity detail page with new blank record will be displayed The user can edit the record as required 2015 06 17 Page 62 104 Connecting fey Software LE Mobile CRM G DET alever lce Shows charts say Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products 4 Opportunity Failo Activities Products Topic Customer Currency Price List Revenue User Provided E Est Revenue Rating CB Mobile CRM Windows 8 8 1 User Manual Connecting Software To save the newly created opportunity tap on the floppy disk image button in the title frame The record is immediately created and stored in the local database The CRM opportunity is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings LA Mobile CRM Q 4 Invoice 2015 06 17 Page 63 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 10 Leads page Leads page contains information about the available CRM leads To display details about a specific lead select the lead from the list by tapping on the item The user can use filter to look for a specific lead recor
6. List of opportunities Quotes List of quotes Invoices List of invoices Cases List of cases List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Invoices List of invoices Platinum Oil Bottles PDV soft co Akasa CPU cooler VinaTalk DAL licenses Isac Selenka Desulfators KA15 Martin Volac RC helicopters Trex450 PDV soft co Total Amount DAL licenses Isac Selenka Desulfators KA15 Martin Volac 23 00 Active 120 00 Active 120 00 Active K 1000 00 Active 25 00 Active 120 00 Active K 1000 00 Active 13 11 1 Order detail page The order detail page displays detailed information about the selected order Depending on the access rights of the user the user is allowed or prohibited to edit the order Not yet available 2015 06 17 Page 70 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Info Ship Products Activities Invoices DET alever lce Shows charts Customer VinaTalk p gt Name Akasa CPU cooler Currency USD Map Shows map Price List Wholesale Calendar Total Amount Shows agenda i Discount Accounts Discount List of accounts Freight Contacts List of contacts Products Info S h i p Products Activities Invoices Dashboard Shows charts Street 1 5th evenue Street 2 Min Kum Road Map Street
7. Regarding DE aleves lne Subject Check status of delivery Shows charts ueDate E ENM p E a Ee Friday Map raion O Shows map Description Check the state of the delivery Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products Regarding Dashboard Shows charts Subject Appointment with customer order Os 687 Scheduled Start Nov w Wednesday Map Scheduled End Wednesday Ww Shows map nO Priority Low Calendar Shows agenda Accounts List of accounts Contacts List of contacts gt Products 2015 06 17 Page 56 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Regarding DETaleley lne Subject Shows charts Priority TOX p Nov w Friday Description Calendar business meeting with Mr Mark from PDV soft company Shows agenda Accounts List of accounts Contacts List of contacts When the displayed activity has additional functionality enabled the additional functionality icon is displayed on the title frame To display the list of additional actions for each activity tap on the additional actions icon A context menu appears and the user can choose the action to execute CL i CL d To save the modified data and update the CRM activity tap on the floppy disk image button in the title frame The activity is immediately modified and stored in the local database The CRM activity is upda
8. SE vop Wed Thu Shows map Accounts List of accounts Contacts List of contacts Products Agenda Day DETaleyey lne From Today Shows charts Meeting with Mr Mark 11 20 2013 11 49 AM 2 49 PM ese Map Shows map Service activity 11 20 2013 11 49 AM 2 49 PM Accounts List of accounts Contacts List of contacts Tapping on a specific appointment in the list of appointments on Agenda view From Today view Day view or All view will open the detail about the user selected appointment Tapping on a specific day in the Week view will navigate to the Day view for the specific day and all appointments for that day are loaded as well This is due to the possibility that there may be more than one appointments on that specific day 2015 06 17 Page 29 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Tapping on a specific day in the Month view will navigate to the Week view where the week containing the tapped day is loaded To load data about specific day tap on the day in the Week view that was loaded 13 5 Accounts page Accounts page contains a list of available CRM accounts To display details about a specific account select the account from the list by tapping on the item The user can use filter to look for a specific account by tapping on the magnifying glass icon in the title frame A search box appears and the user can type in
9. The application also uses the devices isolated storage to store a local database and any other files used by the Mobile CRM application Only the Mobile CRM application has access to the part of the storage where local database and any other files used by the app reside 8 Supported devices The Mobile CRM application is designed to work with devices running on Windows 8 operating system Any device running Windows 8 or never version of the Windows 8 operating system should be able to run the application For further information about Supported devices please have a look at the detailed information provided by the company or contact support 2015 06 17 Page 7 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software This chapter describes the basic layout of the Mobile CRM app The Mobile CRM app can be divided into three parts e The title frame e The main menu content e The sub page content DENAI PDV soft co 3rd evenue Chicago Shows charts Dust amp Cover Stefanikova Kosice Sparers Map Shows map VinaTalk Park evenue 87 New York EEEL Shows agenda Martin Volac Grunstrasse 12 102345 Vienna Isac Selenka Holeho 124 Bratislava Contacts List of contacts PS Products On the upper half of the screen is a title frame The title frame describes the name of the current page displayed and contains buttons to provide functionality associated with the displayed page If a sub page is able to naviga
10. e Service appointment To display details about a specific activity select the activity from the list by tapping on the item Activities fe Mobile CRM Q My Activities en DERISTE oe 11 18 2013 11 49 12 AM 11 18 2013 2 49 12 PM Completed Shows charts Meeting with Mr Mark 11 20 2013 11 49 12 AM 11 20 2013 2 49 12 PM E Map Shows map Weekly meeting 11 19 2013 11 49 12 AM 11 19 2013 3 49 12 PM EJ email to lawyer 11 19 2013 11 49 12 AM 11 20 2013 11 49 12 AM E Shows agenda Appointment with customer order128 11 18 2013 1 49 12 PM 11 18 2013 2 49 12 PM Accounts EJ List of accounts Call the boss e Contacts 11 18 2013 11 49 12 AM 11 21 2013 11 49 12 AM Completed List of contacts Re business trip 11 20 2013 11 49 12 AM 11 20 2013 2 49 12 PM TaN 2015 06 17 Page 50 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 8 1 Activity filter Mobile CRM application supports filtering of activities to help the user identify and search for specific activities in the list There are two possibilities for the user to filter the data e Filter data by tapping on the magnifying glass e Filter data by tapping on the title frame 13 8 1 a Filter data by tapping on the magnifying glass When filtering data using this option tap on the magnifying glass icon in the title menu A search box appears and the user can type in the search string Th
11. the CRM server service publicly visible Check user Login name and Password 4 Check the CRM Account details in the Account Wizard and Modify Current Account section Mainly check the URL typed into the application for misspelling and errors login name and password Example of URL path to CRM service http 77 48 228 231 60127 DudeCorp https www dudecomporation com 60127 DudeCorp 5 To make sure that the SSL certificate is installed go to the Settings page and tap on Install Certificate button Install the certificate and try again These steps should help the user to connect to the CRM server If another problems prevent the user from connecting to the CRM server please contact the support and describe the problem 2015 06 17 Page 104 104
12. List of contacts Products 2015 06 17 Page 75 104 CB Mobile CRM Windows 8 8 1 User Manual List of activities Leads List of leads Opportunities List of opportunities Quotes List of quotes Orders List of sales orders b Cs Custom Total Amount CB Gateway license Martin Volac Bike prices PDV soft co 13 12 1 Invoice detail page Connecting Software 3 00 Active 125 00 Active The invoice detail page displays detailed information about the selected invoice The user is able to edit the record as required by changing the content of the fields DENAI Shows charts Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts 2015 06 17 Fairo Products Notes Customer Name Currency ItemDetail_Pricelist Required Total Amount Discount Discount Freight Dust amp Cover Go Pro camera prices EURO Wholesale 25 Page 76 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Info Ship Products DERAT ICO Shows charts Street 1 Holeho 256 Street 2 Map Street 3 Shows map City Bratislava Country Slovakia Calendar Postal Code 90501 Shows agenda Scate Slovakia Accounts List of accounts Contacts List of contacts Products Ship Products Notes DET eley l ge Shows charts Nom DEVE E VENEle WETS Shows map Calendar Shows ag
13. Only Orders Displays chart with total amount per order created in currently selected range of quarters of fiscal year e Only Accounts Displays chart with number of accounts created in each quarter of fiscal year e Only Contacts Display chart with number of contacts created in each quarter of fiscal year e Any combination of two or more Shows the number of entities of each type for selected range of fiscal year 2015 06 17 Page 20 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 1 3 d Line chart Line chart allows following combinations of enabled entities Only Incident cases Displays chart with number of cases for each customer created in each quarter of fiscal year Only Leads Shows chart with number of accounts contacts and opportunity entities created by qualified leads that were created and qualified in current fiscal year The chart is divided by quarters of fiscal year Only Opportunities Displays chart with the sum of estimated value of opportunities for each customer created in current fiscal year and divided by quarters of fiscal year Only Orders Displays chart with sum of total value for all orders created in current fiscal year per each customer Divided by quarters of fiscal year Only Accounts Shows chart with number of associated entities case order lead Opportunity contact created in current fiscal year from accounts or regarding accoun
14. Orders Cases Onnortunities Accounts Fourth Quarter Accounts SS Contacts Leads detailed info Number of entities of each type List of contacts Total Qualified First Quarter Opportunities im Second Quarter Contacts i i gt Third Quarter lite Prod ucts Accounts ac ities Accounts m Fourth Quarter 13 1 3 Chart filter combinations CB MobileCRM allows the user to filter the displayed entities for each of the charts to view the results in different kinds of chart Currently the app allows following entities e Incident cases e Leads e Opportunities e Orders e Accounts e Contacts 13 1 3 a Default chart The default column chart allows following combinations of enabled entities e Only Incident cases Displays chart with number of cases for each customer created in each quarter of fiscal year 2015 06 17 Page 19 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software e Only Leads Shows chart with number of accounts contacts and opportunity entities created by qualified leads that were created and qualified in current fiscal year The chart is divided by quarters of fiscal year e Only Opportunities Displays chart with the sum of estimated value of opportunities for each customer created in current fiscal year and divided by quarters of fiscal year e Only Orders Displays chart with sum of total value for all orders created in current fiscal year pe
15. Otakar Zeleny zeleny def com Activities Stanislav Branko AIE a List of activities eee __iraNKO contosSO cCom 13 6 1 Contact detail page Contact detail page contains information about a specific contact The basic information about the contact displayed on the info page are contact address contact phone number and contact email The contact detail page also contains data about entities that are associated with currently displayed contact Each entity type has its own pivot page with the list of associated entities Currently Mobile CRM shows associated contacts emails phone calls tasks faxes letters and appointments 2015 06 17 Page 39 104 CB Mobile CRM Windows 8 8 1 User Manual DET alever lce Shows charts Map Shows map Calendar Shows agenda Accounts List of accounts Contacts Phone Call Task Holeho 24 Bratislava 915 01 Slovakia 971384265 branko contoso com DET aleler lce Into Shows charts Map Shows map Calendar Shows agenda Accounts List of accounts Contacts E mail Phone Call LENS Holeho 24 Bratislava 915 01 Slovakia 971384265 branko contoso com Connecting Software To display details about any associated entity tap on the item in the list The app is going to navigate to a new page with details about the selected item 2015 06 17 Page 40 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecti
16. Windows 8 8 1 User Manual Connecting Software DET aleley lce into Shows charts Map Shows map Calendar Shows agenda Accounts List of accounts DE Valeley lne into Shows charts Map Shows map Calendar Shows agenda Accounts List of accounts 2015 06 17 Contacts Phone Call 971384265 branko contoso com Task Contacts E mail Phone Call Holeho 24 Bratislava 915 01 Slovakia branko contoso com Task Page 42 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software fe Mobile CRM amp 4 Stanislav Branko Info Contacts E mail Phone Call Task f DENAI Shows charts Holeho 24 a Bratislava Pan ots 01 say Map Y Sh ESR Slovakia Calendar 971384265 Shows agenda A Accounts List of accounts branko contoso com Contacts List of contacts Products 2015 06 17 Page 43 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 6 2 Contact detail edit page Contact detail edit page displays information about a specific contact The user can edit the record by modifying the content of the rows To save the modified data and update the CRM contact tap on the floppy disk image button in the title frame The contact is immediately modified and stored in the local database The CRM contact is updated via an update query when online mode is selected or an upd
17. appointments that are due on specific week e Month view displays appointments that are due on specific month 2015 06 17 Page 26 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software DENEL Shows charts Map Shows map Accounts List of accounts Contacts List of contacts Products Agenda DESY Week Meeting with Mr Mark 11 20 2013 11 49 AM 2 49 PM Service activity 11 20 2013 11 49 AM 2 49 PM From Today DEH LLO Shows charts WET Shows map Accounts List of accounts Contacts List of contacts gt Products 2015 06 17 Agenda Day Workshop 11 18 2013 11 49 AM 2 49 PM Meeting with Mr Mark 11 20 2013 11 49 AM 2 49 PM Weekly meeting 11 19 2013 11 49 AM 3 49 PM email to lawyer 11 19 2013 11 49 AM 11 49 AM Appointment with customer order128 11 18 2013 1 49 PM 2 49 PM From Today Completed Page 27 104 Connecting Software DENEL Shows charts Map Sh i i ows map Meeting Service Accounts List of accounts Contacts List of contacts Products From Today DEH ELLO Week Shows charts ET Shows map Accounts Workst List of accounts Contacts List of contacts 2015 06 17 Weekly Month Meetin From Today Page 28 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Agenda Day Month All From Today DERGI LEO Shows charts November 2013 G
18. host gt when the server does not use custom port The application will modify the link internally and add the common end tail XrmServices 2011 Organization svc Example https crm cn s eu 1234 CrossNationalSolutions https crm cn s eu NOTE Make sure that the CRM web service can be accessed by typing the whole url into the browser and checking that you get the correct response from your CRM server service Example https crm cn s eu 1234 CrossNationalSolutions XrmServices 2011 Organization svc https crm cn s eu XrmServices 2011 Organization svc 2015 06 17 Page 95 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software List of quotes Email Example vinapuk gmail com Invoices Crm Login Example Viet cns com List of invoices Crm Password eO Orders eE AT E Example https crm cns com CBCompany List of sales orders http s lt host gt lt port gt lt company gt Cases List of cases About App description When tapped on Next button an account will be created in the Connect Bridge server for the user and a summary is displayed The user should remember or store this information on a secure place These data can be used in case the user needs to switch between devices or wants to use the same account on multiple devices List of quotes Summary Invoices CB Login CBvina vina com CB Password CB1234 List of invoices CB CRM Account Name CRMdemotest Please remember or store displayed
19. info about the newly created Connect Bridge CB Orders account in a secure place This info is used when moving between devices to identify the users existing CB account For example user has multiple devices WP8 Win8 iPhone iPad and the user uses CB MobileCRM on all of these devices In order to use the same account the user needs to identify the account using his CB Login CB password and CB CRM account List of sales orders Cases List of cases About App description 2015 06 17 Page 96 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software When any error occurs during creating the users account user is notified by a warning message fo Mobile CRM Sy 4 Account Wizard Ns DENAI hi WS h Wwts Sa D passa Map Warning The connection to the server or login was not successful The connection to the server or Login was not successful Accounts RA eS Contacts Be Products 13 18 2 Existing account To use an already existing CRM account associated with the existing CB account the user can use the Existing account button When tapped the user is requested to fill in missing details that will be used to identify and verify the account e CB Login the login of the user for Connect Bridge server and Connect Bridge web service to identify the identity of the user before any communication with the users Dynamic CRM server occurs e CB CRM Acc
20. period of time several minutes depending on the amount of data to be synchronized and speed of the internet connection The amount of data to synchronize can be modified by the user in the settings page During the synchronization process the app response may be slower due to the heavy data processing that the synchronization process requires It is recommended to do the synchronization process when the user is not using the device Important note To assure a successful synchronization do not lock the screen prevent the device to lock the screen as well or put the device to sleep until the synchronization animation has stopped 2015 06 17 Page 102 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 14 How to connect to CRM server In order to be able to connect to a CRM server the user has to check if following conditions are met 1 Contact your administrator and check if the CRM server has a publicly visible and running CRM server service The application is connecting to this service to get data from CRM server 2 Get the URL path to the CRM server service including the company identification Crm ServerUrl Url link to the CRM server s web service used to connect and communicate with the users CRM server NOTE 1 Be aware that the field is case sensitive 2 The format how to type the url http s lt host gt lt port gt lt company gt the application will modify
21. prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings a P s a 4 f ey m oe A m S a 1 3 e gt wila nie t ravi avi alt a ry IViIWJh Lae A ff Vv VW Val amp i y SZ AIIN si XE VE P i EEY NWY E j 13 13 2 Create new quote To create new quote tap on the plus icon and order detail page with new blank record will be displayed The user can edit the record as required Info Products Notes DEV alever lne Shows charts Customer Name Currency Shows map Price List Eaa Total Amount Shows agenda Discount Discount Accounts Freight List of accounts Contacts List of contacts To save the newly created quote tap on the floppy disk image button in the title frame The quote is immediately created and stored in the local database The CRM quote is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings lt dh a P m A m P j B e T P rN f D W a gt AL AIN A z AZ EA yia py T A RAe m a a IVIOUOL T CAIV YUICES be SZ RZ TES i LE YE o i LE SE Sa aa ee 2015 06 17 Page 83 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 14 Cases page Cases pa
22. the background agent functionality go to the Settings page from the main menu of the Mobile CRM app Navigate to the Background Agent switch and turn the switch to ON position A message is going to be displayed and the user has to accept in order to start the background agent When the user declines the Background Agent switch will be set to OFF position 2015 06 17 Page 100 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Mobile CRM 3 Settings Online Mode Prodicte Auto Sync Anti Activities Sync Option Records per Item Leads Warning Background agent enables to use TOAST notifications and updates Tiles pined to start for CB MobileCRM Do you want to allow toast notifications Map and Location Ser On Orders Accounts Background Agent On Cases DY c Bye Click to del Contacts Products When the user enabled the Background Agent the agent is going to update the Mobile CRM tile that was pinned to the start page and display a Toast message in regular intervals usually every 30 minutes this depends on the Windows Phone 8 operating system The Toast message as well as the Tile is going to display the number of appointments that are scheduled to start within the next 30 minutes from the time the background agent has returned its latest results NOTE If there is no appointment scheduled to start within the next 30 minutes from the time the backgroun
23. the items go to Settings On the page tap on the Reorder items button After tapping on the button a page where the reordering is done appears The user has to specify the preferred order for all of the items and then confirm the setup by tapping on OK button List of quotes Online Mode Products Auto Sync Invoices Sync Option List of invoices Activities Orders Max Size of Opportunities Attachment in Kb List of sales orders A n Account Wizard Account Wizard Openwiard List of cases Map and Location Ser On p Orders On Background Agent off H Cases On piai menu DAACPELE About App description List of quotes Default order User specified order Dashboard Scan Code Invoices Map Products List of invoices Calendar Leads Orders List of sales orders Accounts Activities Contacts Cases Opportunities List of cases Quotes Invoices Orders About Coki App description 2015 06 17 Page 16 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 Functionality description 13 1 Dashboard Dashboard page contains four kinds of charts with data for specific fiscal year The displayed chars can be modified in the chart settings by changing the setting options The default chart is column chart this chart cannot be hidden Three optional charts are pie chart pipeline chart horizontal bars and line chart fe Mobile CRM amp Dashboard
24. the search string The user can sort the list of accounts according to personal preference To sort the list choose the preferred sort type and the list will be sorted fe Mobile CRM Accounts QO DERIKS PDV soft co S 3rd evenue Chicago Shows charts Dust amp Cover v Stefanikova Kosice S X METS E hd isn Y Shows map VinaTalk Park evenue 87 33 New York Calendar Shows agenda Martin Volac Grunstrasse 12 102345 Vienna Accounts Isac Selenka List of accounts Holeho 124 eeeeeseaesesai itstsitS Osi ratistava Contacts List of contacts Products 2015 06 17 Page 30 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software r a Mobile CRM SF a gt Total of 5 items rz z a ae DET alever lce O custom Shows charts Dust amp Cover Stefanikova Kosice Shows map Isac Selenka Holeho 124 Bratislava Scan Code Martin Volac Scan and process Barcode Grunstrasse 12 102345 Vienna Calendar PDV soft co 3rd evenue 102345 Chicago Shows agenda VinaTalk Accou nts Park evenue 87 New York List of accounts Contacts 2015 06 17 Page 31 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 5 1 Account detail page Account detail page contains information about a specific account The basic account information displayed on the info page are account address account phone number and acc
25. when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings f Mobile CRM 4 Invoice 2015 06 17 Page 45 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 7 Products page Products page contains information about the available CRM products To display details about a specific product select the product from the list by tapping on the item The user can use filter to look for a specific product by tapping on the magnifying glass icon in the title frame A search box appears and the user can type in the search string The user can search by product name or product id The user can sort the list of products according to personal preference To sort the list choose the preferred sort type and the list will be sorted fe Mobile CRM Products HC _product1 ADEN LLO hie as Shows charts HC _product2 SST ST pa Map Shows map HC_product3 2225 00 HC03 Fo Calendar KO HC_product4 K 340 00 Shows agenda HC_pd1 eel HC _product5 400 00 List of accounts HC_KRK07 s Contacts List of contacts C NaN 2015 06 17 Page 46 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software a Mobile cRM G X l Total of 5 items HO Or aie O Custom S
26. 13 11 49 12 AM 11 20 2013 2 49 12 PM Weekly meeting 11 19 2013 11 49 12 AM 11 19 2013 3 49 12 PM email to lawyer 11 19 2013 11 49 12 AM 11 20 2013 11 49 12 AM Appointment with customer order128 11 18 2013 1 49 12 PM 11 18 2013 2 49 12 PM Completed DEV aleley lne Shows charts WETS Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products 2015 06 17 Appointment Email Fax Letter i Phone Call Service Appointment Task 11 Weekly meeting 11 21 2013 10 37 20 AM 11 21 2013 2 37 20 PM email to lawyer 11 21 2013 10 37 20 AM 11 22 2013 10 37 20 AM Appointment with customer order128 11 20 2013 12 37 20 PM 11 20 2013 1 37 20 PM Page 52 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Activities fe Mobile CRM S My Activities ay T Activity f Reshpoar View Shows charts Due All Map E Shows ma P IKA Tomorrow Next 7 Days EE EJ Next 30 Days Shows agenda g Next 90 Days MG Next 6 Months Accounts Next 12 Months List of accounts email to lawyer 11 21 2013 10 37 20 AM 11 22 2013 10 37 20 AM Contacts Appointment with customer order128 11 20 2013 12 37 20 PM 11 20 2013 1 37 20 PM List of contacts EJ Products 2015 06 17 Page 53 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 8 2 Activity detail page Each activity det
27. 180 70 2350 00 Dust amp Cover Hot WETS Sh E 3 CB server licenses 568 00 E a Calendar Shows agenda 15 Cal licenses ia bo 00K 010 Isac Selenka Warm Accounts 56 Bike frames 356 00 PDV soft co Warm List of accounts Contacts List of contacts Products 2015 06 17 Page 59 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software E x List of activities me J Custom Estimated Value Leads List of leads 56 Bike frames 356 00 PDV soft co Warm 15 Cal licenses 1500 00 Isac Selenka Warm Quotes List of quotes Invoices List of invoices Orders List of sales orders 13 9 1 Opportunity detail page The opportunity detail page displays detailed information about the selected opportunity The user can modify the opportunity by changing the data in the specific fields Failo Activities Products Notes DEN LLO Shows charts Topic 100 tires for dirtbike 180 70 Customer Dust amp Cover Shows map Currency EURO Price List Wholesale EE Revenue User Provided E HAAG a 2350 Rating Hot v Shows agenda Accounts List of accounts Contacts List of contacts 2015 06 17 Page 60 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Info Activities Products DET alever lce Shows charts ci No associated items available Map Shows map Calendar Shows agenda Accounts List of accounts Con
28. 3 Shows map City New York Country US EEL Shows agenda Postal Code State Accounts List of accounts Contacts List of contacts gt Products 2015 06 17 Page 71 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Info Ship Products Activities Invoices DET alever lce Shows charts ci No associated items available Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products Info Ship Products Activities Invoices AOGE DEH LLO Shows charts No associated items available WETS Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products 2015 06 17 Page 72 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Ship Products Activities Invoices Notes DET alever lce Shows charts Nom DE VEEEN Eli Elel Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute Ship Products Activities Invoices aa DERI eJe 1k0 g Get Products Shows charts Customer VinaTalk Fulfilled Complete A Fulfilled Partial Name Akasa CPU cooler Map No Money Currency USD Shows map Return Price List Wholesale Calendar Total Amount Show
29. ACU VERY 2555s coerce casaustaesenn saan sbueadecets id aaaien ai tee EER 57 iS ec OPPO OMICS DAGE err er E er ee ee re 59 1 350 Opportunity detail DAG Svs cose scacesenad aaa naan reese ete topes 60 13 9 2 Create NeW OP DOMUMILY oxtencccwesenececanteapdoensestessraeawaburniwevewactentevateuncaenent 62 t310 Leads AOS cniri A a A EA A 64 13 10 1 Lead detail page nnssnnnnsnnnnrnnnnnrrnnnrnrnnrrnnrnnrnnrnnnenrrnnennrrnnrnrrnnernrnnnnne 65 13 10 22 Create new lead oes Or ES 68 MEANE a eg es 8 E ee E E E E E E E rT 69 13 11 1 Order detail page siscccccscscstviavecseceerneneecnincssicenmnredeees wees sanded eenanrneadenen 70 Ladies Cheabe Mew Ole Snr a ssc ar wanssceete noeeeaimecuectssenesasareestaneosenees 74 Pet INVOICES Dade cascccnanonnseesscsssss a a O asa tannhaicsserersee cannes 75 1 Oe ANY OCS detall Page siirrreerrrereriie wanton wage EEEREN 76 13122 Creare NEW INV OIC occ sexsteuese rzto tne EEEE EETA aat 78 too QOUOTSS Ce aa cse seca ne cee sue sense rotor es ankaenoneronen so E E 79 LO Sd OUCKS Gea ll PAJE ririn EEN NE EAEAN AE TEE uate ereacaoraasnaid 80 L132 Cree NEW 016 tee eee eT eee ee Te ee ee ee ee rT ee 83 DB CaS CSAC ciate ross a53sc55ins E pat ais eee seaetenaseesossee 84 13 14 1 Case detail PAG Cs cs ceasarcsnseasiawacaneeanacenteannn E EA 85 roA eae WOW CASS a aa EE nas E 87 2015 06 17 Page 3 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 15 No
30. DETaleverive Number of entities of each type Number of entities for each type Shows charts Cases yars First Quarter Leads SH M a p Second Quarter m Opportunities e KONEG Orders Shows map Fourth Quarter Accounts Contacts Cases Opportunities Accounts EIEE f Leads Orders Contacts Shows agenda Leads detailed info Number of entities of each type 4 Accounts List of accounts First Quarter Second Quarter Conta cts 7 CELIC KONELGI m Fourth Quarter List of contacts Accounts i Cases GO G8 1 75 2 25 3s 35 4 45 5 Products 13 1 1 Chart setting options To show or hide the list of available chart options tap on the additional actions button and a window with chart setting options will be displayed a MobilecRM _ Invoice To show or hide additional charts check or uncheck the checkbox representing the name of the chart to be displayed or hidden When charts are displayed or hidden the main chart sub page layout is modified according to the enabled chart options The charts are resized to fit the main subpage screen in order to provide best user experience 2015 06 17 Page 17 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Each chart has several options for entities that are displayed in the chart Any combination of enabled or disabled entities is displayed in the corresponding chart The name of the chart is displayed in the
31. Map Shows map Subject Priority Normal Ca en d ar Satisfaction Dissatisfied Shows agenda Status Reason In Progress Accounts List of accounts Contacts List of contacts 2015 06 17 Page 85 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software mo Activities Notes DET alever lce Shows charts ci No associated items available Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Activities N otes DENEI Shows charts Nom DE LEE El Ele WETS Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts PS Products To display the list of additional action tap on the additional actions icon A context menu appears and the user can choose the action to execute L gp L J q a 2015 06 17 Page 86 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software fe Mobile CRM lt q Case Activities Notes DEK h b oa rd nfo Problem Solved Shows charts Title Decals printed wrong Canceled Customer MELELLY Return vars ssq Map Subject Calendar Saian Shows agenda Stati Resson Shows map Accounts List of accounts Contacts List of contacts Products To save the modified data and update the CRM case tap on the floppy disk image button in the title frame The case is immediately modified and stored in the lo
32. Mobile CRM Windows 8 8 1 User Manual Connecting Software To scan a barcode tap on the Scan Code button and a page with the camera feed appears On first run of the Scan the user is prompted to enable microphone and camera usage Can CB MobileCRM use your webcam and microphone Scan the desired barcode and when code was scanned successfully the camera feed disappears and a button menu appears On the button menu the user can choose the action that has to be done with the scanned barcode 2015 06 17 Page 25 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software fey Mobile CRM Scan Code DET alever lce Shows charts Shows map gs Scan Code Bae ise ges Scan and process Barcode Ea Calendar KO Shows agenda Create Contact w Accounts List of accounts Contacts 13 4 Calendar page Calendar page contains appointments assigned to the current user The user can further filter the appointments by selecting the appropriate view that contains the information the user is looking for The calendar page has several views This include e Agenda view displays all appointments that are due for today e All view displays all appointments that are assigned to the current user e From Today view displays appointments assigned to the current user that are due today and later e Day view displays appointments that are due for specific day e Week view displays
33. Notes DE Valeley lne Shows charts Street 1 Holeho 256 Street 2 Ma p Street 3 Shows map City Bratislava Country Slovakia EEL Postal Code 90501 Shows agenda State Slovakia Accounts List of accounts Contacts List of contacts Products 2015 06 17 Page 81 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Ship Products DET aleley lce Shows charts p NOR DEI EEEN Ele Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute Ship Products Notes Dashboard _ Get Products Shows charts Customer Dust amp Cover Activate Quote Return Name Boots quote Lether 15 Map Currency EURO Shows map Price List Wholesale EEL Total Amount 235 Shows agenda Discount a 10 Discount Accounts i Freight List of accounts Contacts List of contacts Products 2015 06 17 Page 82 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software To save the modified data and update the CRM quote tap on the floppy disk image button in the title frame The quote is immediately modified and stored in the local database The CRM quote is updated via an update query when online mode is selected or an update query is stored in the local database and
34. ail page displays information about a specific activity type Each activity type has different layout according to the content of the activity The user can edit the record by modifying the content of the rows Regarding DENAI Subject Shows charts ieia S i D E 20 v Baw vy Wednesday w Map Scheduled End Wednesday w Shows map ae Priority Low Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products DEN LLO Shows charts To Cc Subject Call the boss Map Shows map Regarding Description Eea New opportunity for Sales team contact me asap Shows agenda Accounts List of accounts Contacts List of contacts 2015 06 17 Page 54 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Regarding DET alever lce Shows charts Subject confirm order O 1578 Nov w Friday WE p Duration Shows map Description send a fax to confirm customer order number 10 1578 Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products Dashboard To Shows charts Cc Subject Marketing department documents WETS Regarding Shows map Description Received documents from marketing department Calendar Shows agenda Accounts List of accounts Contacts List of contacts gt Products 2015 06 17 Page 55 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software
35. ate query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings LE Mobile CRM lt Contact Customer Street 1 Holeho 24 Last Name Branko Street 2 ADENA Le OG Shows charts First Name Stanislav Street 3 aa City Bratislava aa Map Mobile Phone Shows map Business Phone 971384265 Country Slovakia r branko contoso co Postal Code 915 01 E mail EE Post office box Shows agenda Fax Province Accounts List of accounts Contacts List of contacts Products 13 6 3 Create new contact To create new contact tap on the plus icon and contact detail edit page with new blank record will be displayed The user can edit the record as required 2015 06 17 Page 44 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Ly Mobile CRM Gear Customer Street 1 DET alever lce Shows charts TEGay elit Street 2 First Name Street 3 a M ap Mobile Phone City x Business Phone Country Shows ma i E mail Postal Code Fax Post office box Calendar Province Shows agenda Accounts List of accounts Contacts List of contacts Products To save the newly created contact tap on the floppy disk image button in the title frame The contact is immediately created and stored in the local database The CRM contact is created via an insert query
36. cal database The CRM case is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings f Mobile CRM 4 Invoice 13 14 2 Create new case To create new case tap on the plus icon and case detail page with new blank record will be displayed The user can edit the record as required 2015 06 17 Page 87 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software fe Mobile CRM amp lt q Case Activities DEKATE Info Shows charts Title c Customer Say Map Subject Shows map Priority Normal Ea Ela Satisfaction Neutral Shows agenda Status Reason In Progress Accounts List of accounts Contacts List of contacts Products To save the newly created case tap on the floppy disk image button in the title frame The case is immediately created and stored in the local database The CRM case is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings f Mobile CRM amp 4 Invoice 13 15 Notes add notes read notes The user is able to view and add notes to the entities to provide additional description T
37. count detail page functionality The basic account information displayed on the info page allow the user to execute a specific action associated with the displayed details To edit the address of the current account select the address item from the list and tap on the pen icon in the main title frame or tap on the house icon in the list When the icon button is tapped the application navigates to account edit detail page where the user can edit the account details To make a phone call to the contact person for current account select the phone number from the list and tap on the telephone icon in the main title frame or tap on the telephone icon in the list When the icon button is tapped the application tries to make a phone call using skype A message is shown to the user to confirm the selected action When the user confirms the action a phone call is initiated To send email to the contact person for the current account select the email address from the list and tap on the envelope icon in the main title frame or tap on the envelope in the list When the icon button is tapped default email editor is opened and the user can type the email content a MobilecRM lt _ VinaTalk Info Contacts E mail Phone Call Task DENAI Shows charts Park evenue 87 h Shows map USA EEL 2288446637 SSS OTT Pas New York Saa Map Fn EEEE N K Shows agenda Accounts List of accounts andrewscott gmail com Contacts List of conta
38. cts Products 2015 06 17 Page 34 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software DET aleley lce Shows charts Map Shows map Contacts E mail Park evenue 87 New York 33541 USA Task Calendar Shows agenda andrewscott gmail com Contacts List of contacts Products Info Contacts E mail Phone Call Task DE Valeley lne Shows charts Park evenue 87 New York WETS EKETE Shows map USA EE 2288446637 Shows agenda Contacts List of contacts Products 2015 06 17 Page 35 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 5 2 Account detail edit page Account detail edit page displays information about a specific account The user can edit the record by modifying the content of the rows To save the modified data and update the CRM account tap on the floppy disk image button in the title frame The account is immediately modified and stored in the local database The CRM account is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings LE Mobile CRM G lt Account Peete ihe a Vinal alk Street 1 Park evenue 87 andrewscott gmail c Street 2 ADENA Le OG Shows charts E mail Street 3 Main Phone 2288446637 City Ne
39. d agent has returned its latest results no Toast message is displayed and the Tile is set to default state no number of records is displayed 2015 06 17 Page 101 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 20 Synchronization functionality To synchronize data between the application and CRM server the user has to tap on the synchronization icon in the apps main menu Fa Mobile CRM Accounts When taped on the synchronization icon the synchronization process starts During synchronization the icon animation is played The icon is spinning around to identify the process of synchronization as running The user is also informed about the current status of the synchronization The currently synchronized item is listed in the title bar with the info about the number of records that are being synchronized Before the application starts the synchronization process itself application settings regarding synchronization available connection local database schema and available disk Space is checked It is required to have at least 256Mb of free space available before the synchronization operation is allowed to start When not enough disk space is available or any other problem preventing the application from starting the synchronization process appears user defined settings do not match a warning message is displayed to the user The synchronization process may take extended
40. d by tapping on the magnifying glass icon in the title frame A search box appears and the user can type in the search string The user can sort the list of leads according to personal preference To sort the list choose the preferred sort type and the list will be sorted f Mobile CRM amp Leads our DENIEL Alan Choo Shows charts alanchoo pdvsoft com oe Hung Pham vers ETS phamhung seta com Sh ia Jackie Nguyen jackienguyen jracing com Fo Calendar KO Ippoe Makunouchi Shows agenda makunouchilppoe techcorp com Accounts Ondrej Kabela List of accounts okabela studio com s Contacts List of contacts Nae 2015 06 17 Page 64 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Ph x List of activities ee custom Last Name v Hung Pham phamhung seta com Opportunities List of opportunities Quotes List of quotes Invoices List of invoices Orders List of sales orders 13 10 1 Lead detail page The Lead detail page displays detailed information about the selected lead To modify the record change the specific fields of the record as required faio Address Activities Notes DEN LLO Shows charts Topic Mailed interest on DAL CAL Company Name Seta Soft Map Last Name Pham snows map First Name Calendar E mail phamhung seta com Shows agenda Mobile Phone 456823028 Business Phone J Q Accounts Est Value Lis
41. displayed data and images during the application run It is recommended to have at least 512 Mb of memory available on the device to provide a smooth run of the application 2015 06 17 Page 6 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 7 Security 7 1 Isolated storage 7 1 1 What is isolated storage Isolated Storage is used to store local data a on a Windows 8 device All I O operations are restricted to isolated storage and do not have direct access to the underlying operating system file system which helps to provide security and prevents unauthorized access and data corruption from other applications 7 2 Web service security The web service communicates with the server via https and is secured by SSL certificate Also the credentials are checked when trying to connect to the Connect Bridge server Without a proper authentication an error message will be returned and any other attempt to communicate with the server will result in error until a successful connection is established 7 3 Application security Mobile CRM application uses Connect Bridge and Connect Bridge Web service in order to connect to CRM server specified by the user To be able to connect to the Connect Bridge server a proper user name and password has to be supplied This credentials are checked by the Connect Bridge server each time the application is trying to get or submit any user data to the CRM server
42. e Password fields are not loaded for obvious reasons The user is requested to retype the password to make sure no unauthorized user is trying to modify the current CRM account e CRM Account Name This field cannot be modified The field identifies the current CRM account that is being modified e Crm Login Login name used to log into the users Dynamics CRM server NOTE If the domain name is also required to login to your CRM server add the domain name together with login name EXAMPLE user domain domain user etc 2015 06 17 Page 98 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software e Crm Password Password used to login to the users CRM server e Re Password field for retyping the Crm password to make sure that the password is correct e Crm ServerUrl Url link to the CRM server s web service used to connect and communicate with the users CRM server NOTE 1 Be aware that the field is case sensitive 2 The format how to type the url If the CRM server runs more than one organization user has to specify the organization which to connect to In this case the format is as follows http s lt host gt lt port gt lt company gt or http s lt host gt lt company gt when the server does not use custom port If the CRM server runs only one organization the user can simply type url with following format http s lt host gt lt port gt or http s
43. e Helmet quote pink 25 PDV soft co Shows charts Boots quote Lether 15 Dust amp Cover Map Shows ma j CB server software quote VinaTalk Calendar Shows agenda Helmet quote blue 10 Martin Volac Accounts Bike frame quote 120 List of accounts PDV soft co Contacts List of contacts Products hel List of activities ro J C ustom Total Amount Leads List of leads Helmet quote blue 10 Martin Volac Opportunities Boots quote Lether 15 List of opportunities Dust amp Cover Helmet quote pink 25 PDV soft co Invoices List of invoices Orders List of sales orders 13 13 1 Quote detail page 505 00 Active 235 00 Active 1230 00 Active 50 00 Active 984 00 Active 50 00 Active 235 00 Active 505 00 Active The quote detail page displays detailed information about the selected quote The user can edit the record by modifying the content of the fields as required 2015 06 17 Page 80 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Taine Ship Products Notes DET aleler lce Shows charts Customer Dust amp Cover ET Go Boots quote Lether 15 Map Currency EURO Shows map Price List Wholesale EEL PCa 235 Shows agenda Biecount rm 10 Discount Accounts Freight List of accounts Contacts List of contacts Products Info Ship Products
44. e list of activities is filtered and only activities that match with the search string appear a Mobile cRM J X confirm order I1O 1578 11 22 2013 10 37 20 AM 11 22 2013 1 37 20 PM ADEN OLLO y Shows charts Fix issue 157 z 11 21 2013 10 37 21 AM 11 22 2013 10 37 21 AM eas Map Shows map Finish report N5 11 20 2013 10 37 21 AM 11 20 2013 1 37 21 PM Completed EIEL Shows agenda Accounts List of accounts Contacts List of contacts Products 13 8 1 b Filter data by tapping on the title frame When filtering data using this option tap on the title frame A context menu with search condition appears and the user can choose what type of activity to display as well as set the due date condition for the activities To apply the selected search condition tap on the OK button When tapped the list of activities is filtered and only activities that match with the search condition appear 2015 06 17 Page 51 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software When the filtered activities contain too many data the user can narrow down the list by additional filtering of the records by using the magnifying glass filter method DE Taleley lce Shows charts Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products All My Activities All Workshop 11 18 2013 11 49 12 AM 11 18 2013 2 49 12 PM Meeting with Mr Mark 11 20 20
45. e user can choose the action to execute a MobilecRM _ Invoice 2015 06 17 Page 67 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software L Mobile CRM q Lead LIDL Vi pPIivuUUuclts har nfo Address Activities Notes Qualify Activities Topic Disqualified Lost List of activities Company Name Disqualified Cannot Contact Last Name Disqualified Not Interested re Leads l Disqualified Canceled E mail phamhung seta com Opportunities Mobile Phone 456823028 Estistiop postiloitis Business Phone Est Value 587921 Est Close Date 11 v M21v List of quotes Nov Thursday W 7 S E Quotes iiy Rating Hot v Invoices List of invoices To save the modified data and update the CRM Lead tap on the floppy disk image button in the title frame The Lead is immediately modified and stored in the local database The CRM Lead is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings f Mobile CRM SME Invoice 13 10 2 Create new lead To create new lead tap on the plus icon and lead detail page with new blank record will be displayed The user can edit the record as required 2015 06 17 Page 68 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 U
46. enda Accounts List of accounts Contacts List of contacts Products To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute 2015 06 17 Page 77 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software fe Mobile CRM lt q Invoice Ship Products To i DETa ofey 1ce Info Get Products Shows charts Customer Dust amp Cover Paid Complete 3 Paid Partial Name Go Pro camera prices Canceled Currency EURO Shows map Return itemDetail_Pricelist Required Wholesale EE Total Amount Shows agenda Discount Discount Accounts Freight List of accounts Contacts List of contacts Products To save the modified data and update the CRM invoice tap on the floppy disk image button in the title frame The invoice is immediately modified and stored in the local database The CRM invoice is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings f Mobile CRM 4 Invoice 13 12 2 Create new invoice To create new invoice tap on the plus icon and invoice detail page with new blank record will be displayed The user can edit the record as required 2015 06 17 Page 78 104 Co
47. er needs to display data for a time period that is smaller than a quarter of fiscal year To enable the advanced filter options check the Advanced Filter checkbox When checked additional window with settings is displayed Advanced filter options include filtering by month by week number or by exact day e Months advanced option representing months allows the user to filter each month from the range of enabled quarters of fiscal year 2015 06 17 Page 18 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software e Week number advanced option representing week number allows the user to filter a specific week from the range of weeks for enabled range of quarters of fiscal year e Day advanced option representing filter of exact day of current fiscal year fe Mobile CRM amp Dashboard Optional Chart Bar Chart Pipeline Chart Pie Chart Line Chart Dash boa rd Pipeline Chart Cases Leads Cases Cases Pie Chart Leads Leads Leads Line Chart Opportunities Opportunities Opportunities Orders Orders Orders M Fiscal Year Accounts Accounts Accounts G p Contacts Contacts Contacts Shows map First Quarter Second Quarter Third Quarter Fourth Quarter 2y Month 2y week 2 Day Nov Wednesday WwW Number of entities of each type Number of entities for each type Shows charts Accounts Cases List of accounts First Quarter Leads Second Quarter Opportunities 0 i i i 3 m Third Quarter
48. fe Connecting S y i VJ 3 e Connecting Software CB Mobile CRM Windows 8 8 1 User Manual Summary This document describes the Window 8 Store app Mobile CRM its functionality and features available The document is intended for end users as user manual to provide a basic knowledge about the app and its usage Document History Version Date Author Changes 1 0 2014 07 14 MTO Document creation 1 1 2015 06 17 MBE Design adaption All rights reserved No part of the document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the written permission of Connecting Software s r o amp Co KG Company or product names mentioned in this document may be trademarks or registered trademarks of their respective companies Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Table of Contents LOVIO NW Scie nes actrees eeegnse ews tl nce ctescso see E a 5 Z mended CWIOIGM CO tren ceaces ccna neeesar sear s lt teenie r seer ocineadene E R 5 5 Re GUIRCM el ieren a Ne E aO a O 5 31 Minimal recommended NalOWale rsrsrsr Ea 5 A aO eerus ane E E E EE E TAEA 5 Upa CA TG Gp aa ena E E EE ETEA ETAETA 6 6 Memory and disk space requirements sssssnsrnnrnrrrnnrnrrnnrrnnrnernnrnnnrnennnrnnrrnrnnerne 6 Papo e taa enn E E E eee E O ee ee eee ee E ee 7 Fol e lae ao ga c E T E E E A A E E E 7 7 1 1 What is isolated storage
49. g Software fe Mobile CRM amp Settings List of quotes Online Mode Products Auto Sync ALLO i ces Sync Option Activities List of invoices Records per Item Leads Orders Max Size of Opportunities Attachment in Kb List of sales orders Quotes Account Wizard Open Wizard Cases Theme Derk Invoices List of cases Map and Location Ser On Orders Background Agent Off Cases Main menu Settings App settings Delete Data About App description 13 16 1 General settings description The first pivot page on the settings page is General settings where all settings regarding the application can be modified 13 16 1 a Online Mode The user can choose when the application is allowed to connect to the internet gt Always the application is allowed to connect to the internet always when wifi or 3G connection is available gt Wifi only the application is allowed to connect to the internet only when wifi connection is available gt Manual the application is allowed to connect to the internet only when the user taps on the synchronization icon in the main menu title frame and wifi or 3G connection is available gt Never the application is not allowed to connect to the internet any attempt to start synchronization process manually will display error message informing the user about the online mode restriction 13 16 1 b Auto Sync The user can choose when to process the synchronization or submit queries di
50. ge contains information about the available CRM cases incidents To display details about a specific case select the case from the list by tapping on the item The user can use filter to look for a specific case by tapping on the magnifying glass icon in the title frame A search box appears and the user can type in the search string The user can sort the list of cases according to personal preference To sort the list choose the preferred sort type and the list will be sorted fe Mobile CRM 3 Cases ow Chain too tight PDV soft co Normal ADEN OLLO OG Shows charts Package damaged Dust amp Cover BYE Y Sh ows map Decals printed wrong VinaTalk Normal Calendar Shows agenda Broken main shaft PDV soft co Accounts Flat tires List of accounts Dust amp Cover Contacts List of contacts Products 2015 06 17 Page 84 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software List of quotes ane Account v Invoices Package damaged List of invoices Dust amp Cover Orders List of sales orders Decals printed wrong VinaTalk Normal Settings App settings About App description 13 14 1 Case detail page The case detail page displays detailed information about the selected case The user can modify the record by changing the content of the fields as required nfo Activities Notes DEN LLO Shows charts Title Chain too tight Customer PDV soft co
51. hones Get Directions Mailed interest on CB server P E eee ey o on Mailed interest on AMERICA IBM servers Shows agenda Accounts List of accounts Contacts ANTARCTICA List of contacts 3000 miles 6000 km 2013 Microsoft Corporation Nokia Products The Map page supports additional actions as indicated by the button in the title frame To show the list of available additional actions tap on the additional actions button and a context menu will be displayed The context menu contains following items e Show My Location Display and zoom to the users current location e Show All Entities Display all available pushpins on the map e Show Accounts Display only Account pushpins on the map e Show Contacts Display only Contact pushpins on the map e Show Leads Display only Lead pushpins on the map e Display Route Display the route from current location to the User defined pushpin User defines a destination pushpin by tap and hold on the map e Get Directions Create a task for navigation service to show directions from current location to the User defined pushpin User defines a destination pushpin by tap and hold on the map 13 3 Scan Code page Scan code page enables the user to scan and process any barcode supported by the app By default the app supports QR codes that are commonly used at business cards 2015 06 17 Page 24 104 o L g aA a i Software i CB
52. hows agenda Accounts HC_product1 25 00 List of accounts HCO1 Contacts HC_product4 K 340 00 HC_pd1 List of contacts E Products List of products Activities List of activities Leads List of leads 13 7 1 Product detail page The product detail page displays detailed information about the selected product Depending on the access rights of the user the user is allowed or prohibited to edit the product Not available in current version By default the user is allowed only to view the product details To save the changes made to the product tap on the floppy disk icon The product is immediately modified and stored in the local database The CRM product is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings 2015 06 17 Page 47 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Name HC_product3 DET alever lce Product ID HC03 Shows charts Product type 3 1587 2225 Standard costs Shows map List price Shows agenda Accounts List of accounts Contacts List of contacts 13 7 2 Create new product To create new product tap on the plus icon and product detail page with new blank record will be displayed The user can edit the record as required Currently not available
53. ill be used to contact and identify the true identity of the user in case it will be necessary Lock the account to prevent any harm when user has lost the device e Crm Login Login name used to log into the users Dynamics CRM server We suggest the user to type in also the domain The login name has to be type in the same way as the CRM server requires NOTE If the domain name is also required to login to your CRM server add the domain name together with login name EXAMPLE user domain domain user etc e Crm Password Password used to login to the users CRM server e Re Password field for retyping the Crm password to make sure that the password is correct 2015 06 17 Page 94 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software e Crm ServerUrl Url link to the CRM server s web service used to connect and communicate with the users CRM server NOTE 1 Be aware that the field is case sensitive 2 The format how to type the url If the CRM server runs more than one organization user has to specify the organization which to connect to In this case the format is as follows http s lt host gt lt port gt lt company gt or http s lt host gt lt company gt when the server does not use custom port If the CRM server runs only one organization the user can simply type url with following format http s lt host gt lt port gt or http s lt
54. indows 8 8 1 User Manual Connecting Software P32 yt ACCOUME Geral DAG TENE E tees rae ben pisaeawariadheeenetcaeiane 32 13 5 1 a Account detail page functionality ccceeee ee eeenessseeesssecceeeaceeeeeeenseteees 34 13 5 2 Account detail edit PAGE i icccccccceeee eee eee eee eee e esses eessaaaaeeaaaaeeeeeeeennegs 36 I AE NCW aC COUN sstenc csc amaneanre nenscanteanan nest nuns demeeweeee cease onaeee ace meee eaeade 36 LO COM acis CC ae naroaretraeoeom vege aeran na aar raain aieia 38 153 Owl CONC detal DAOC rerne erreren a AANER 39 13 6 1 a Contact detail page functionality sssssssrsnrnsrrnsnrsrrrnrrnnrnrrrnrrrnenrrrn gt 41 13 6 2 Contac detall edit Wad Sci rsa erceetarnaniradawannn sont iaawedinasenmins ane tern serene eee 44 152029 Cheaue NeW CONTAC sis152 lt 26e on ccccassctenens AE ner E a 44 13 7 Products DAG rererere E EONENNEK ONR 46 13 7 1 Prod ct detail page srriririsorrrererrseresron eire a eeii 47 13 7 2 Create new product sssssssssrrnrnrrrnnrrnrnnrrnnrnernnrnnnenernnennrrnennrrnnernrnnrnne 48 LOG ACHVIUSS page ssa ceceavasancsacascacadna ein ie anes A AEA 50 Lo e A O EE AAEE TA E O NOAT 51 13 8 1 a Filter data by tapping on the magnifying glaSS cc cccceee eee eee eee eens 51 13 8 1 b Filter data by tapping on the title frame ccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeees 51 13 8 2 Activity detail PAGE eee ceeee eee e nett ee eeeeennneteanneagaenesaaaceesaaeeseesenseseees 54 LO Create NON
55. insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings cyi 3 2 u g f oe N a I amp J nh en a ee i JA f ny eh a ae a an LWA ER Pitre L x Wy ENC ea r vi tay f ims LJA iw XY Ff yy 3 AY S y E v he wt Nw EE i AE VY E S i X r wv a Nee ee A 2015 06 17 Page 74 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 12 Invoices page Invoices page contains information about the available CRM invoices To display details about a specific invoice select the invoice from the list by tapping on the item The user can use filter to look for a specific invoice by tapping on the magnifying glass icon in the title frame A search box appears and the user can type in the search string The user can sort the list of invoices according to personal preference To sort the list choose the preferred sort type and the list will be sorted fe Mobile CRM 3 Invoices ow DENEI Bike prices 125 00 PDV soft co Active Shows charts oe Go Pro camera prices 25 00 vars Dust amp Cover Active esz Map earciakeniia ai Shows map Micheline tires 100 00 VinaTalk Active Calendar Shows agenda CB Gateway license 3 00 Martin Volac Active Accounts Dal Cal license prices 5 00 Isac Selenka Active List of accounts Contacts
56. mended hardware requirements Hardware Value RAM Memory 512 MB Free disk space 1 GB Display resolution 10 6 1024x 768 Processor 1 GHz 4 Installation To install the app visit the Microsoft app store and start typing the app name After a search box with the typed in text appears tap on the search button In the list of apps find the CB Mobile CRM app and tap on the app to view the details Tap on the install button from the menu The app is going to be downloaded and installed on the device 2015 06 17 Page 5 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 5 Updating the app In order to be able to update the app the app has to be installed on the device already The Microsoft app store will inform the user about available updates for the CB Mobile CRM application The update is managed by the Microsoft app store and should start automatically when the user enabled this functionality or manually when the user chooses to update the app from the store 6 Memory and disk space requirements The Mobile CRM app uses a local database file stored in the devices isolated storage To ensure all data are successfully stored into the database file during the synchronization operation the device must have enough free space It is recommended to have at least 512 Mb of disk space available on the device The application uses a small amount of the devices memory to store the currently
57. ng Software fe Mobile CRM amp lt _ Stanislav Branko Info Contacts E mail Phone Call IERS Let DET alever lce Shows charts MEAE aE OELIE emailHadaka def com aS a Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products 13 6 1 a Contact detail page functionality The basic contact information displayed on the info page allow the user to execute a specific action associated with the displayed details To edit the address of the current contact select the address item from the list and tap on the pen icon in the main title frame or tap on the house icon in the list When the icon button is tapped the application navigates to contact edit detail page where the user can edit the contact details To make a phone call to the contact select the phone number from the list and tap on the telephone icon in the main title frame or tap on the telephone icon in the list When the icon button is tapped the application tries to make a phone call using skype A message is shown to the user to confirm the selected action When the user confirms the action a phone call is initiated To send email to the contact select the email address from the list and tap on the envelope icon in the main title frame or tap on the envelope in the list When the icon button is tapped default email editor is opened and the user can type the email content 2015 06 17 Page 41 104 CB Mobile CRM
58. nnecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software fe Mobile CRM lt q Invoice Shi DET alever lce into i Shows charts Customer Name Currency Shows map ItemDetail_Pricelist Required Calendar Total Amount Shows agenda i Discount Discount Accounts Petes List of accounts Freight Contacts List of contacts Products To save the newly created invoice tap on the floppy disk image button in the title frame The invoice is immediately created and stored in the local database The CRM invoice is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings f Mobile CRM 4 Invoice 13 13 Quotes page Quotes page contains information about the available CRM quotes To display details about a specific quote select the quote from the list by tapping on the item The user can use filter to look for a specific quote by tapping on the magnifying glass icon in the title frame A search box appears and the user can type in the search string The user can sort the list of quotes according to personal preference To sort the list choose the preferred sort type and the list will be sorted 2015 06 17 Page 79 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software DEaleleric
59. o show a list of user created notes about a specific entity navigate to the entity by selecting the specific entity from the list Open the details about the entity and select the notes tab When any notes about the specific entity exist a list of all notes is displayed To add a new note to a specific entity tap on the plus icon in the title frame of the entity A popup page is displayed and the user can type in the note regarding the current entity When finished typing tap on OK button The note is immediately added to the entity and stored in the local database The CRM note is added via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings 2015 06 17 Page 88 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 16 Settings page To change the application settings and customize the displayed entities tap on the settings page in the main menu When tapped the settings page is opened and user is able to modify the application settings Currently the Mobile CRM application settings page has two pivot pages where the user can view and modify the application settings e General settings e Data settings 2015 06 17 Page 89 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connectin
60. ose from 7 A rA A Ji L wW pa K nF E 5 4 4 So A i 2015 06 17 Page 9 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 10 First time run When the application is run for the first time local database is created in the applications isolated storage and demo data are loaded into the database With the demo data loaded into the local database the user can try out the functionality of the application before the first connection to the users CRM server is attempted After the local database was created and demo data loaded into the database a message box with short notice about the executed action is displayed to the user The application is run for the first time demo data were loaded To connect to your CRM go to settings and clear DB first Tap on the Install certificate button to install necessary certificate files and start Account Wizard by tapping on the button Close 11 Look amp feel 11 1 Themes The user can also choose from two application themes e Dark theme e Light theme The themes can be changed by the user on the settings page Default theme is set to dark as it saves the battery of the device White theme causes higher battery 2015 06 17 Page 10 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software consumption due to the bright colours used When theme is changed by the user the application has to be res
61. ount Name name of the CRM Account that the user wants to use to connect to Dynamics CRM server This CRM account has to exist in the Connect Bridge server database of the user The user created the account with the typed in account name in previous steps or on different device running Mobile CRM application e Password the password used to log into the Connect Bridge account e Re Password field for retyping the Connect Bridge account password to make sure that the password is correct 2015 06 17 Page 97 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software L Mobile CRM lt 3 lt q Account Wizard List of quotes CB Login Example myCBaccount Invoices CB CRM Account Name Example companyCRM List of invoices Piia Re Password Orders List of sales orders Cases List of cases Settings App settings About App description When all fields are filled tap on the Next button to verify the account and user credentials of the user When successfully verified the user account is set as default account currently used account When any error occurs during the account verification the user is notified by error message 13 18 3 Modify Current Account To modify the current account tap on the Modify Current Account button The details about the default currently used CRM account are loaded into the fields to display the currently stored values Only Password and R
62. ount email The account detail page also contains data about entities that are associated with currently displayed account Each entity type has its own pivot page with the list of associated entities Currently Mobile CRM shows associated contacts emails phone calls tasks faxes letters and appointments LE Mobile CRM 4 Dust amp Cover Info Contacts E mail Phone Call LENS Af DET alever lce Shows charts Stefanikova ae Kosice Ent esa Map 905 01 Y Sh ey Slovakia Calendar 933771155 Shows agenda A Accounts Nick Gt a oae tomaskalkas isac com Contacts List of contacts Products 2015 06 17 Page 32 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Info DENTELLO Shows charts WETS Shows map Calendar Shows agenda Contacts List of contacts gt Products Contacts E mail Phone Call Stefanikova Kosice 905 01 Slovakia 933771155 tomaskalkas isac com Task To display details about any associated entity tap on the item in the list The app iS going to navigate to a new page with details about the selected item Info DEV alever lce Shows charts Map Shows map Calendar Shows agenda Contacts List of contacts 2015 06 17 Contacts E mail Martin Hadaka Phone Call Task emailHadaka def com Page 33 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 5 1 a Ac
63. r each customer Divided by quarters of fiscal year e Only Accounts Shows chart with number of associated entities case order lead opportunity contact created in current fiscal year from accounts or regarding accounts created in current fiscal year e Only Contacts Shows chart with number of activities E mail Task Phone Call Fax Appointment Letter created in current fiscal year regarding contacts created in current fiscal year e Any combination of two or more Shows the number of entities of each type for each quarter of fiscal year 13 1 3 b Pipeline chart In current version of MobileCRM pipeline chart only allows to display results for Leads e Leads Displays chart with total number of leads created in current fiscal year Displays number of qualified leads from the total number of created leads number of Opportunities contacts accounts and contacts created from total number of qualified leads from currently selected fiscal year 13 1 3 c Pie chart Pie chart allows following combinations of enabled entities e Only Incident cases Displays chart with number of cases for each customer created in currently selected range of quarters of fiscal year e Only Leads Displays chart with estimated value per lead created in currently selected range of quarters of fiscal year e Only Opportunities Displays chart with estimated value per opportunity created in currently selected range of quarters of fiscal year e
64. r128 11 18 2013 1 49 12 PM 11 18 2013 2 49 12 PM Call the boss 11 18 2013 11 49 12 AM 11 21 2013 11 49 12 AM Completed Re business trip 11 20 2013 11 49 12 AM 11 20 2013 2 49 12 PM To save the newly created activity tap on the floppy disk image button in the title frame The activity is immediately created and stored in the local database The CRM activity is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings LA Mobile CRM 4 Invoice 2015 06 17 Page 58 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 9 Opportunities page Opportunities page contains information about the available CRM opportunities To display details about a specific opportunity select the opportunity from the list by tapping on the item The user can use filter to look for a specific opportunity by tapping on the magnifying glass icon in the title frame A search box appears and the user can type in the search string The user can sort the list of opportunities according to personal preference To sort the list choose the preferred sort type and the list will be sorted fe Mobile CRM amp Opportunities ow DENTET 10 Dal licenses 235 00 Isac Selenka Warm OG Shows charts e 100 tires for dirtbike
65. rectly to the CRM server 2015 06 17 Page 90 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software gt On start change the synchronization and submitted queries are executed when the application starts or any entity is successfully modified by the user modified and saved gt On start the synchronization is executed only when the application starts gt On change the synchronization and submitted queries are executed when any entity is successfully modified by the user modified and saved 13 16 1 c Sync Option User is able to choose what kind of data to download during synchronization process gt My data download and synchronize only data owned by the user gt All download and synchronize all data can cause slow and long synchronization process times because of the huge amount of data this is not recommended 13 16 1 d Records per item Option to restrict the number of items to download for each entity for example only 100 items of each type 13 16 1 e Max size of attachment in Kb Option to restrict the size of attachment that is downloaded to the device Attachments are not available yet 13 16 1 f Account wizard Option to manage user account Description of the functionality is described in Separate chapter later in this document 13 16 1 g Theme Option to choose a user preferred theme Mobile CRM supports both dark and light theme The user has to
66. restart the application in order to apply the new theme gt Dark displays the dark theme This theme is set as default as dark background saves the devices energy and allows the user to use the application for extended period of time gt Light displays the light theme Light theme causes higher energy consumption on the device 2015 06 17 Page 91 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 16 1 h Map and Location Services Option used to enable or disable the map functionality as well as Localization service When turned off the Map page will not be displayed in the main menu 13 16 1 i Background Agent Option to enable or disable background agent used to periodically update the tile and show Toast message with information about number of appointments that are scheduled to start within 30 minutes from the time the toast message was displayed 13 16 1 j Delete Data Option Delete Data button is used to clear all data from the local database only This functionality is available to remove demo data from the local database before the user starts the synchronization process 13 16 2 Data settings description The second pivot page is Data settings page where the user can choose what kind of data entities to display in the apps main menu List of available data settings e Products user is able to hide or display the Product entity from the main menu e Activitie
67. ry tiles to make it easier for the user to navigate to specific parts of the app Secondary tiles are supported for all items on the main menu To create a secondary tile right tap tap and hold then release on a specific item in the main menu Confirm the displayed message box opt in A preview is displayed and the user can change the default text describing the secondary tile Tap on Pin to Start and the app creates the secondary tile in the start menu 2015 06 17 Page 12 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software a Mobile CRM 3 Accounts DEHATI PDV soft CO Shows charts DINE AEON WETe Warning Pin to Start as Secondary Tile The app will be closed during the process Cancel Accounts Isac Selenka List of accounts Contacts List of contacts Products DERIKS PDV soft co 3rd evenue Chicago a ee ee T Dust amp Cover Stefanikova Kosice EIEII Park evenue 87 New York Account Martin Volac Grunstrasse 12 102345 Vienna Isac Selenka Holeho 124 Bratislava Contacts List of contacts 2015 06 17 Page 13 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software a Connect Le Bridge mobile Mobile CRM C Global Flags X86 Microsoft Silverlight Account E 5 TF Application Verifier Microsoft Office Smart File Advisor Windows Software PowerPoint 2007 avast Free Antivirus Updater Development Kit A Windo
68. s user is able to hide or display the Activities entity from the main menu e Opportunities user is able to hide or display the Opportunities entity from the main menu e Invoices user is able to hide or display the Invoices entity from the main menu e Quotes user is able to hide or display the Quotes entity from the main menu e Orders user is able to hide or display the Orders entity from the main menu e Cases user is able to hide or display the Cases Incident entity from the main menu e Leads user is able to hide or display the Leads entity from the main menu 2015 06 17 Page 92 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 13 17 About page The about page contains information about the application The information contain the current application version contact email and company logos The user can contact the support from the about page by tapping the envelope in the title frame When the envelope button is tapped the user has to choose what email account to use in order to send the email When appropriate email account is selected email editor page is opened and the user can type the content of the email to be sent to the support f amp Mobile CRM About Version 1 0 0 0 Connect Bridge Mobile CRM ADEN OLLO OG Shows charts Sse Connect pas Bridge Shows map Developed by Connecting Software Calendar Connecting Shows agenda Software
69. s agenda F Discount Discount Accounts List of accounts Freight Contacts List of contacts Products 2015 06 17 Page 73 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software To save the modified data and update the CRM order tap on the floppy disk image button in the title frame The order is immediately modified and stored in the local database The CRM order is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings es P A A sj i a a A Pe d I bod i Vifaa nia rare AVAIC O ry V S J i lm S VI Si ey ae eS Ey S AIIN fF XE VE p i gt PEEV NEN we i L 13 11 2 Create new order To create new order tap on the plus icon and order detail page with new blank record will be displayed The user can edit the record as required nfo Products Activities Invoices DEV alever lne Shows charts Customer Name Currency Shows map Price List Calendar Total Amount Shows agenda Discount Discount List of accounts Contacts List of contacts To save the newly created order tap on the floppy disk image button in the title frame The order is immediately created and stored in the local database The CRM order is created via an insert query when online mode is selected or an
70. ser Manual Connecting Software a MobilecRM lt Lead List of activities Info Address Leads Tope t3 List of leads company Name Last Name Opportunities First Name List of opportunities E mail Mobile Phone Quotes List of quotes Business Phone Est Value Invoices f f l Est Close Date List of invoices Rating Orders List of sales orders To save the newly created lead tap on the floppy disk image button in the title frame The lead is immediately created and stored in the local database The CRM lead is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings L amp Mobile CRM _ 4 Invoice 13 11 Orders page Orders page contains information about the available CRM orders To display details about a specific order select the order from the list by tapping on the item The user can use filter to look for a specific order by tapping on the magnifying glass icon in the title frame A search box appears and the user can type in the search string The user can sort the list of orders according to personal preference To sort the list choose the preferred sort type and the list will be sorted 2015 06 17 Page 69 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software LUTCaUS List of leads Opportunities
71. t Mailed interest on Headphones ee ee eee T Mailed interest on IBM servers ANTARCTICA 3000 miles 6000 km 2013 Microsoft Corporation 2013 Nokia In order for the app to display the users current location location service has to be used Prior to using the service user is asked for permission with an opt in message 2015 06 17 Page 22 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software Can CB MobileCRM use your location In order to display precise location of entities we suggest the user to update the latitude and longitude for each entity directly in CRM server NOTE When coordinates for the entity are not available only city and country is used to search for coordinates as there is higher probability that the Map service returns a value with coordinates When the address line would be used as well only precise address location would return geo coordinates This means that the user would have to type precise full name of the street with correct numbers in order to get result 2015 06 17 Page 23 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software L amp Mobile CRM E Road wv Show My Location ADEN OELLO OG Shows charts Show All Entities Show Accounts Show Contacts Saq Map Shows map EUROPE Show Leads NORTH AMERICA i Display Route Mailed interest on EE Headp
72. t of accounts Est Close Date Contacts Rating List of contacts 2015 06 17 Page 65 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software List of activities Info Address Activities Notes Topic Mailed interest on DAL CAL Company Name Seta Soft Last Name Pham Opportunities First Name Hung List of opportunities E mail phamhung seta com Quotes Mobile Phone 456823028 phamhung setasom gt List of quotes Business Phone Invoices Est Value List of invoices Est Close Date 2 y Mar Saturday WwW Ratin Orders 9 List of sales orders The lead detail page supports sending emails and making skype calls The user can send email or make a skype call by tapping on image icon next to email field or phone field Info Address Activities Notes DEH ELL Shows charts o No associated items available Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products 2015 06 17 Page 66 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software LE Mobile CRM q Lead Info Address Activities Notes DET alever lce Shows charts Nom BE LeBel Ele say Map Y Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products To display the list of additional actions tap on the additional actions icon A context menu appears and th
73. tacts List of contacts Activities Products DEH LLO Shows charts Nom BE VEE Eli Ele WETS Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts PS Products To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute L gp L J q a 2015 06 17 Page 61 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software fe Mobile CRM amp lt lt Opportunity Tare Activities Products Notes DET alever lce Shows charts Topic 100 tires for dirtbike 180 70 Close Canceled Close Out Sold Customer Dust amp Cover S Map Return Shows map Currency EURO Price List Wholesale Calendar Revenue User Provided E HAA a 2350 Rating Hot Shows agenda Accounts List of accounts Contacts List of contacts Products To save the modified data and update the CRM opportunity tap on the floppy disk image button in the title frame The opportunity is immediately modified and stored in the local database The CRM opportunity is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings f Mobile CRM _ 4 Invoice
74. tarted in order to apply the settings DET aleler lce Shows charts WETS Shows map Calendar Shows agenda Contacts List of contacts Products Dashboard Shows charts Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts 2015 06 17 PDV soft co 3rd evenue 102345 Dust amp Cover Stefanikova VinaTalk Park evenue 87 Martin Volac Grunstrasse 12 102345 Isac Selenka Holeho 124 PDV soft co 3rd evenue 102345 Dust amp Cover Stefanikova VinaTalk Park evenue 87 Martin Volac Grunstrasse 12 102345 Chicago Kosice New York Vienna Bratislava Chicago Kosice New York Vienna Isac Selenka Holeho 124 Bratislava Page 11 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 11 2 Tiles Mobile CRM supports small medium and large tiles After the app is installed to the Windows 8 device a tile is pinned to the start menu by default To change the size of the pined tile right tap tap and hold for a second then release or right click on the CB Mobile CRM application icon In the menu choose the preferred size of the icon Connect Le E Bridge mobile CRM Global Flags X86 Lync Microsoft Silverlight He 9 1 Smart File Advisor WinDbg X86 avast Free Antivirus Updater mo EF A Windows App Cert Kit Mobile CRM supports also seconda
75. te backwards a back button is visible on the left side of the title frame To navigate back to the previous page tap on the back button icon or the back button on the device 2015 06 17 Page 8 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software When the displayed page has an action that can be executed by the user for example Save functionality the action button is visible on the right side of the title frame A A I fF i me N r e A Vial ati fa W i ravi pF arvialla a IV i JL aa N kk Vi iG eS Ey Sw RZ EE NM a 1E Y a n F When the displayed page has an action that can be executed by the user and also has additional functionality available the additional actions button is visible next to the action button To display the list of available actions tap on the additional actions button The content of the displayed page is visible under the title frame DENEI PDV soft co 3rd evenue 102345 Chicago Shows charts as Dust amp Cover gt arara M ap Stefanikova Kosice Shows map VinaTalk Park evenue 87 New York EEEL Shows agenda Martin Volac Grunstrasse 12 102345 Vienna Isac Selenka Holeho 124 Bratislava Contacts List of contacts Products Some of the pages display the total number of entities stored and synchronized in the local DB Usually the page contains list of entities for the user to cho
76. ted via an update query when online mode is selected Or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings ee d A A f i m A a d I j gt Lf raiitice f JA id FALAN a x x Wi Fi iA I dir atVie rA e ty se IN VS y 1 Vy CS bad En Sw IN EE we FE LE VE a i S aeev a ee ee n 4 e 13 8 3 Create new activity To create new activity tap on the plus icon and a context menu with possible options will be displayed Choose the type of activity to be created by tapping on the activity name When tapped on the activity name the specific type activity detail page with new blank record will be displayed The user can edit the record as required 2015 06 17 Page 57 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software LE Mobile CRM S ADEN OELLO OG Shows charts Spy SP Map wy N Shows map Calendar Shows agenda Accounts List of accounts s Contacts List of contacts TaN Activities My Activities E E E E Workshop 11 18 2013 11 49 12 AM 11 18 2013 2 49 12 PM Appointment Email Meeting with Mr Mark Fax 11 20 2013 11 49 12 AM 11 20 2013 2 49 12 PM Letter Weekly meeting Phone Call Task email to lawyer 11 19 2013 11 49 12 AM 11 20 2013 11 49 12 AM Appointment with customer orde
77. tes add notes read NOES sissisivincsseenceverinisssassataeeeeetew etre niweaeeeseeeaeinns 88 DO SCE sa C E ter ice ea cete T T EE E E E EOE TT 89 13 16 1 General settings description sssssssrsnrrsrrrsrsnrrerrrnerrrrnrrenenrrrnrrenenrrrn gt 90 LIA T ODIDE MOC ea EE a err 90 13 16 LD AUTO SYNC an er tn er re 90 LF Oleg SYNE OO CIO MN arsson iunea RREAN 91 13 16 1 d Records per item seracacecasccusstonsasenas ccaees ers cone onra teens 91 13 16 1 e Max size of attachment in KD ccc ccc ee eee eee eeeeeee nena 91 NC re ope e oC aa WIZA gs en ee nen ee see eee ee 91 13 16 10 Theme corsini aaoi e aeni 91 13 16 1 h Map and Location Services s sssnsrsnrnsrrrnrerrrnrrrnrnrrrnrrrnenrrrn gt 92 13 16 1 i Background Agent c cece cece cece cess cece eee seen ee eee een teens 92 13 16 1 j Delete Data ee ene ee ee Creer eee re errr rrr rr eT rrr Te 92 13 16 2 Data settings GesCrlDUOl ts stsaensrssavaiarcane assur orsaapinaeasn a ERR 92 ibe ely ADO 0 ay o a eee ee eer E ce ere E ee rere 93 13 10 ACCOUNE Wizard Da scscasvoraresireiacasaineoacmisanai esesasssasssscomneaconma r 93 13 1021 Create new CCOUNTL cescsnncssiensaescntaceentyandnadesaenwanedaten vases sacasetanntetaderes 94 RS Ao On EXN SINO ks 00 81 a err ee ee E 97 13 18 39 Modify Current A CCOUM Cas cuss sa ncanisaanatenauaatrraiiaaanna heer EAA R iii 98 119 Background AG CIN cae case ararranaenegatcenais EErEE EEEE 100 1320 Synchron
78. the link internally and add the common end tail XrmServices 2011 Organization svc Example https crm cn s eu 1234 CrossNationalSolutions http 77 48 228 231 60127 DudeCorp https www dudecomporation com 60127 DudeCorp 3 Prepare the Login name and password used by the user to connect to the CRM server When the steps 1 3 are done open the application settings page and scroll down to Account Wizard button and start the wizard Tap on the New Account button and follow the procedure to create new account 15 Troubleshooting 15 1 I cannot connect to my CRM server This problem may be caused by several reasons To identify and resolve this problem follow this steps 1 Check if the CRM server service is up and running by opening the URL in the web browser When server service is running a window is displayed with information about the web service When server service is not running an error is displayed In this case contact your administrator to enable the CRM server service 2015 06 17 Page 103 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 2 Check if the CRM server service is publicly accessible try to open the URL from different network not the local network in company For example using the mobile operators 3G connection When server service info is displayed service is publicly visible When no info are displayed contact your administrator to enable and make
79. ting Software 13 6 Contacts page Contacts page contains information about the available CRM contacts To display details about a specific contact select the contact from the list by tapping on the item The user can use filter to look for a specific contact by tapping on the magnifying glass icon in the title frame A search box appears and the user can type in the search string The user can sort the list of contacts according to personal preference To sort the list choose the preferred sort type and the list will be sorted fe Mobile CRM amp Contacts ow DEN Tigo Jozef Selenka ee emailSelenka def com Shows charts os Otakar Zeleny pana zeleny def com Map Shows map Jozef Rybarik Rybarik contoso com Fo Calendar KO Stanislav Branko Shows agenda branko contoso com Accounts Jozef Hrubsa List of accounts emailHrubsa Hrubsa com Martin Hadaka SS CO nta cts emailHadaka def com List of contacts TaN 2015 06 17 Page 38 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software AQ Mobile CRM C TO Total of 6 items _ Il o mi ses Scan and process Barcode Custom Full Name Calendar Jozef Hrubsa Shows agenda emailHrubsa Hrubsa com Jozef Rybarik Rybarik contoso com Accounts List of accounts Jozef Selenka Co ntacts emailSelenka def com List of contacts Martin Hadaka emailHadaka def com Products List of products
80. title above the settings a Mobile CRM Dashboard Optional Chart Bar Chart Pipeline Chart Pie Chart Line Chart DET aleley lne Pipeline Chart Cases O Leads Cases Cases Pie Chart Leads Leads Leads Line Chart Opportunities Opportunities Opportunities Orders Orders Orders Yan a M a Fiscal Year Accounts Accounts Accounts D p Contacts Contacts Contacts Y Shows map First Quarter Second Quarter Third Quarter Shows charts EE Fourth Quarter Shows agenda HB Advanced Filter Accounts Number of entities of each type Number of entities for each type Cases List of accounts First Quarter Leads Second Quarter Opportunities 3 s E Third Quarter Orders Accounts Fourth Quarter Accounts Contacts EN Leads detailed info Number of entities of each type List of contacts k Total Qualified First Quarter Opportunities Second Quarter Contacts Bbaicem ltr laces Products Accounts onan nneriities Accounts m Fourth Quarter 13 1 2 Data filters CB MobileCRM supports charts for last 5 fiscal years including current year The displayed fiscal year can be changed by selecting the requested fiscal year from the combo box Displayed data for user selected fiscal year can be further filtered by quarters Any combination of quarters of fiscal year is supported and the data displayed in each chart are filtered after each change CB MobileCRM supports advanced filter options to filter the data displayed in the charts when the us
81. ts created in current fiscal year Only Contacts Shows chart with number of activities E mail Task Phone Call Fax Appointment Letter created in current fiscal year regarding contacts created in current fiscal year Any combination of two or more Shows the number of entities of each type for each quarter of fiscal year 13 2 Map page Map page contains a map with locations of all available accounts contacts and leads The user can filter the displayed entities by clicking on the magnifying glass Icon in the title frame A search box appears and the user can type in the search string Displayed pushpins will be filtered and only pushpins containing the search string will be displayed 2015 06 17 Page 21 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual f amp Mobile CRM G Map ADEN OLLO OG Shows charts Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products De alerey lee OG Shows charts Map Shows map Calendar Shows agenda Accounts List of accounts Contacts List of contacts Products b gt bing b gt bing Connecting Software Mailed interest on Headphones NORTH AMERIGA Mailed interest on CB server AMERICA VEEG interest Mailed interest on IBM servers AUSLK 1500 miles 2500 km 2013 Microsoft Corporation 2013 Nokia EUROPE NORTH A
82. w York sax Map Y Shows map ai Country USA Web Site Postal Code 33541 EA Calendar Post office box Shows agenda Province Accounts List of accounts s Contacts List of contacts TaN 13 5 3 Create new account To create new account tap on the plus icon in the application title in the list of available accounts page and account detail edit page with new blank record will be displayed The user can edit the record as required 2015 06 17 Page 36 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software LE Mobile CNV Su oT Account Name Street 1 DET alever lce Shows charts E mail Street 2 Main Phone Street 3 i Fax City SVET Web Site Country Shows map Postal Code Post office box Calendar Province Shows agenda Accounts List of accounts Contacts List of contacts Products To save the newly created account tap on the floppy disk image button in the title frame The account is immediately created and stored in the local database The CRM account is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings f Mobile CRM 4 Invoice 2015 06 17 Page 37 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connec
83. ws App Cert Kit 2015 06 17 Page 14 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual 12 Main menu Connecting Software Main menu contains the list of available application pages The list of available entity pages can be modified on the settings page by choosing the type of entities that the user wants to see on the menu Some of the pages are displayed by default and cannot be hidden by the user To navigate to a specific page tap on the page name in the list of pages Pages displayed by default e Dashboard e Map e Scan Code e Calendar e Contacts e Accounts e Settings e About LE Mobile CRM Q ADEN OELLO OG Shows charts Shows map m z l Scan Code GE gas Scan and process Barcode ES Calendar KO Shows agenda amp Accounts List of accounts Contacts 2015 06 17 Mobile CRM Contacts List of contacts Products List of products Activities List of activities Leads List of leads Opportunities List of opportunities L Mobile CRM Q A Quotes Q List of quotes Invoices List of invoices Orders List of sales orders Cases List of cases Settings App settings About Page 15 104 CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 12 1 Main menu Items order The user is able to change the default order of the items displayed on the main menu to fit personal preference To change the order of
84. zalon TUN CUOMGN LY csscaacdscvs eanatanecens eir rere vis 102 14 How t connect to CRM Server sccsccctscicesvssanesasasatanstrxectapebeialdsetszscsesieasotcsesincenees 103 EO OUH noong E A cen saesscasiacesscerereesans 103 15 1 I cannot connect to my CRM server sssssanannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 103 2015 06 17 Page 4 104 Connecting fey Software CB Mobile CRM Windows 8 8 1 User Manual Connecting Software 1 Overview The Connect Bridge Mobile CRM application was developed to allow the users fast and easy access to Microsoft Dynamics CRM data without the need for a PC The application takes advantage of the currently available devices running the Windows 8 operating system Tablets Notebooks Desktop PC This document provides a general overview of the application and it s functionality The content of this user manual is subject to change by the company without notice 2 Intended audience The document is intended to provide guidance to the users on how to use the application 3 Requirements In order to be able to run the application the user needs a device running Windows 8 operating system with access to the Microsoft Windows Store There is no other specific requirement on the hardware all devices running Windows 8 operating system should be able to run the application 3 1 Minimal recommended hardware To ensure that the application runs smoothly try to use a device that meets the recom

Connecting Software CB Mobile CRM – Windows 8, 8.1 User Manual

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Connecting Software CB Mobile CRM – Windows 8, 8.1 User Manual