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Windows Phone 8 User Manual

1. 12 43 mb 12 42 mb 12 42 Month August23 9 Sun Mon Tue Wed email to lavvyer 8 16 2013 12 39 PM 12 39 PM Open Koci N af e m e je le Week From Today Workshop 8 15 2013 12 39 PM 3 39 PM Completed 9 00 Meeting with Mr Mark 8 17 2013 12 39 PM 3 39 PM Open Weekly meeting 8 16 2013 12 39 PM 4 39 PM Open Call the boss 8 15 2013 12 39 PM 3 39 PM Closed 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 2014 07 14 Page 22 85 Connecting fey Software CB Mobile CRM Windows Phone 8 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 4 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
2. To install the app visit Microsoft app store and type the app name into the search box 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 to the device 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 update 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 6 Memory and disk space requirements 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 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 displayed data and images during the application run It is recommended to have at least 128 Mb of memory available on the device to provide smooth application run 2014 07 14 Page 6 85 Connecting fey Software CB Mobile CRM Windows Phone 8 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 Phone 8 pho
3. pj 2014 07 14 Page 59 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software Ka 9 25 4 Invoice Get Products Paid Complete Paid Partial Canceled Return Total Amount Discount Discount Freight 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 m r 9 39 eS 13 11 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 2014 07 14 Page 60 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 4 lt Invoice Info Customer Name Currency Price List Total Amount Discount Discount Freight 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
4. Cases C E General General Item ws Online Mode Max Size of Auto Sync Attachment in Kb Sync Option Account Wizard Records per Item SSL Certificate Attachment in Sb Map On C Account Wizard Background Ager On g Delete Data SSL Certificate Install Certificate a Click to del 13 15 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 15 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 15 1 b Auto Sync The user can choose when to process the synchronization or submit queries directly to the CRM server 2014 07 14 Page 71 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software gt On st
5. start for CB MobileCRM Do you want to allow toast notifications 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 background 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 2014 07 14 Page 82 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 19 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 em 9 35 f Mobie CRM Q 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
6. Activities List of activities Settings Application settings About Application description f j Mobile CRM Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Settings Application settings About Application description Connecting Software m 3 56 n 4 06 2 PLB MobilecRM Q Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Settings Application settings About Application description n 4 05 m n 3 55 m PLE Mobile CRM Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Settings Application settings About Application description Page 12 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual ea 4 06 LA Mobile CRM Accounts List of accounts Contacts List of contacts Activities List of activities Settings Application settings About Application description 11 3 Tiles ra Mobile CRM Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Settings Application settings About Application description Connecting Software f Mobile CRM Accounts List of accounts Contact
7. Manual Connecting Software 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 ma 9 15 E x Total of 5 items OR 724 m 914 lt Invoices QA Total of 5 items Bike prices 125 00 PDV soft co Active CB Gateway license 3 00 Martin Volac Active Custom Bike prices 125 00 PDV soft co Active Dal Cal license prices 5 00 Isac Selenka Active Go Pro camera prices 25 00 Dust 8 Cover Active Micheline tires 100 00 VinaTalk Active 13 11 1 Invoice detail page 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 2014 07 14 Page 58 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ma 9 25 ma 9 25 lt Invoice lt Invoice lt Invoice Info Ship Notes Customer PDV soft co Street 1 3rd evenue No Data available Name Bike prices Street 2 Currency EURO Street 3 Price List Wholesale City New York eee et ae ae 125 0000 Country U Discount 3 10 0000 Postal Code pret te a 3 0000 State Freight sg 135 0000 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 m 9 39
8. a destination pushpin by tap and hold on the map 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 2014 07 14 Page 19 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ma 12 41 ma 12 42 p Satelite A to B 3 4 mi 7 mins y z 4 D NEZ3rd Wa A KS 72nd Way X Bear Cre S South Rose hi Hit fil My location 16338 Bear Creek Pky Redmond WA 98052 Head north on Bear Creek Pky Turn left onto WA 908 Redmond Way Turn right onto 124th Ave NE 13 2 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 To scan a barcode tap on the Scan Code button and a page with the camera feed appears 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 2014 07 14 Page 20 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software m n 7 26 C 7 39 4 lt Scan Code lt Scan Code Create Account Create Contact 13 3 Calendar page Calendar page contains appointments assigned to the current user The
9. boss 5 14 2013 9 30 14 AM 5 17 2013 9 30 14 Al Completed E Re business trip 5 16 2013 9 30 14 AM 5 16 2013 12 30 14 PM Open E Offer from the marketing departme 5 21 2013 9 30 14 AM 5 21 2013 9 30 14 AM Open E email to lavvyer 5 15 2013 9 30 14 AM 6 13 2013 9 30 14 AM Open E Appointment with customer order1 E 2014 07 14 Page 39 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 7 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 7 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 The list of activities is filtered and only activities that match with the search string appear m 11 56 SE xX confirm order 10 1578 5 16 2013 9 30 15 AM 5 16 2013 12 30 15 PM Open Fix issue 157 5 15 2013 9 30 16 AM 5 16 2013 9 30 16 AM Open Finish report N5 5 14 2013 9 30 16 AM 5 14 2013 12 30 16 F Completed 13 7 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 condi
10. 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 2014 07 14 Page 54 85 CB Mobile CRM Windows Phone 8 User Manual Connecting Software har 9 26 wh 9 26 Info Ship Activities No associated items available Customer PDV soft co Street 1 3rd evenue ci Name Platinum Oil Bottles Street 2 Currency USD Street 3 Price List Wholesale City New York cle ae gt gt 0000 Country US Discount JE 2 0000 e CE 11125 Discount State NY Freight KE 23 0000 mai 9 26 ma 9 26 Invoices Notes No associated items available NEDE EEVEI EI IE 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 m 9 39 2014 07 14 Page 55 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software pa 9 26 lt Order Get Products Fulfilled Complete Fulfilled Partial No Money Return Total Amount Discount Discount Freight 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 t
11. 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 m 9 39 el 2014 07 14 Page 29 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 5 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 mea 7 m 7 59 4 Contacts Q d X Total of 6 items Total of 6 items Jozef Hrubsa OW DA emailHrubsa Hrubsa com Jozef Rybarik D Custom RybarikOcontoso com Jozef Selenka Jozef Hrubsa anal seleni odat esi emailHrubsa OHrubsa com Martin Hadaka Jozef Rybarik emailHadaka Odef com Rybarik contoso com Jozef Selenka Otakar Zeleny zeleny detcom emailSelenka def com Stanislav Branko branko Ocontoso com 2014 07 14 Page 30 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 5 1 Contact detail page Contact detail
12. of the user that will 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 2014 07 14 Page 76 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 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 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
13. on the item in the list The app iS going to navigate to a new page with details about the selected item 2014 07 14 Page 24 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software m 10 19 4 VinaTalk N Contacts Martin Hadaka emailHadaka def com 13 4 1 a Account 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 shows a message 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 the user is prompted to choose an email client that should be used to send the email A
14. or http s 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 2014 07 14 Page 77 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software Example https crm cn s eu 1234 CrossNationalSolutions XrmServices 2011 Organization svc https crm cn s eu XrmServices 2011 Organization svc 13 17 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 CRM Account 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 de
15. prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings m 9 39 13 12 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 2014 07 14 Page 61 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 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 m r 9 23 lt Quotes OQ Total of 5 items Bike frame quote 120 984 00 PDV soft co Active m 9 23 EE xX Total of 5 items OEST G Z A OK Helmet quote blue 10 50 00 Martin Volac Active Boots quote Lether 15 235 00 Dust 8 Cover Active CB server software quote 1230 00 VinaTalk Active Helmet quote pink 25 505 00 PDV soft co Active Helmet quote blue 10 50 00 Martin Volac Active Helmet quote pink 25 505 00 PDV soft co Active 13 12 1 Quote detail page The quote detail page displays detailed information about the selected quote The user can edit the record by modifying the content of the fiel
16. 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 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 m 9 39 eS 2014 07 14 Page 43 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 7 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 ava 10 24 Activities lt a A L pads a Myv Activities Appointment Email Fax Letter Phone Call S Appointment Task 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 depe
17. 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 2014 07 14 Page 80 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ma 11 41 Ley Account Wizard aE Venta elie DEMOCRIM Crm Login Example Viet cns Crm Password Re Password Example https Crm Serveruri crm cns com CBCompany http s lt host gt lt port gt lt company gt 13 18 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 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 2014 07 14 Page 81 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software Warning Background agent enables to use TOAST notifications and updates Tiles pined to
18. 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 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 ea 11 07 lt Contact Contact Address Steet 1 Holeho 24 Info PDV soft Customer 0 Street 2 Last Name Selenka First Name Jozef Sem City Bratislava Mobile Phone E tet 933771155 Country Postal Code 915 01 E mail emailSelenka def Post office box Fax Province 13 5 3 Create nevv 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 2014 07 14 Page 34 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software lt ontact Info Customer Last Name First Name Mobile Phone Business Phone E mail Fax 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 when online mode is selected or an insert qu
19. 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 appointments that are due on specific week e Month view displays appointments that are due on specific month 2014 07 14 Page 21 85 CB Mobile CRM Windows Phone 8 User Manual Connecting Software Ya 12 42 ma 12 42 ma 12 42 Agenda All Day Workshop Workshop 12 00 Workshop Call the boss 8 15 2013 12 39 PM 3 39 PM Completed 8 15 2013 12 39 PM 3 39 PM Completed 13 00 Call the boss Meeting with Mr Mark 8 15 2013 12 39 PM 3 39 PM Closed 8 17 2013 12 39 PM 3 39 PM Open 14 00 Appointment Appointment with with Appointment with customer order Weekly meeting 8 15 2013 2 39 PM 3 39 PM Open 8 16 2013 12 39 PM 4 39 PM Open 15 00 Appointment with customer order G email to lawyer 16 00 8 15 2013 2 39 PM 3 39 PM Open 8 16 2013 12 39 PM 12 39 PM Open 17 00 Appointment with customer order14 8 15 2013 2 39 PM 3 39 PM Open 18 00 Call the boss 8 15 2013 12 39 PM 3 39 PM Closed 900 m
20. 1 Product detail page eee cece eee cceee cece eeeenereneeesesesesisesesises enes ese sere sene nenesi 36 2 Create new PJOA IO e canes etarbnts 37 MOS page si 39 NI URIS My atrnxataca tase easvannssantanp na A ne Gas einataanae tap eneaenceniagh 40 13 7 1 a Filter data by tapping on the magnifying Glass na nana aaa aaa nana cee eee eens 40 13 7 1 b Filter data by tapping on the title frame nana aaa aaa aaa aaa aaa nan nana keep enen eee ee eesi 40 re non EAE EA 42 13 7 2 Create NOW ACEIVILY jes an s araa aa a aae 44 E 06 ODPORUNINES Dad oe e e e 45 13 8 1 Opportunity detail page nun nana na cen serre ene eee ee reenesesesesesisesesises enes se seris eee ee esi 45 13 8 2 Create new opportunity danancan sans skene nereserie sis ss ss s ss eseeesese sites iesees ese ese sesesessasi 47 1 Lea Padi 49 13 9 1 Lead detail page prac cadd cate cane ae cuewsaeonerarmimiiuacadsanettieatee se ceeeseastieuveenenss 49 ta Create NOW GAG 221s snanstinenire peaeas ies ssnaceaaneaicace beeuacanstaeasaee r 52 TD OV GF Si A an tionnceatnnat anna stores anwe tag A E enhanc Atma R 53 Toal Order detal PAS ird rN ATE E EAA 54 5102 CAT NEN Olde nescence eA A E A A 56 Lar INVOICE Dag E e E A E 57 13111 Invoice detall Dade cic cawaveunsasesesiad capanacnnia ENNEA T 58 13 11 22 Create New IMVOIC penase seni e 60 TI US ses E EEPE E es cenn 61 13 12 1 Quote detail Dado seca naceseeieaveenonnn 62 19 12s2 Credle New gUOlG e ge tes maseassavniaes ores OE 64 la Se
21. 3 Create new account Mobile CRM supports several ways how to create new account The user can create new account via QR code or by manually creating a record 2014 07 14 Page 27 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual m 7 43 4 Accounts A Add Item Scan QR Code Martin Volac PDV soft co VinaTalk Connecting Software To create new account by scanning a QR code tap on the advanced actions icon in the application title in the list of available accounts page and tap on Scan QR Code A page with camera feed appears Scan the desired QR code and after code is scanned account detail edit page with prefilled fields will be displayed The user can further edit the record and save or discard the action as required To create new account manually tap on the advanced actions icon in the application title in the list of available accounts page and tap on Add Item and account detail edit page with new blank record will be displayed The user can edit the record as required 2014 07 14 Page 28 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software cola Info Account Name E mail Main Phone Fax Web Site 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
22. N m r 9 28 lt Cases QO Total of 5 items Broken main shaft PDV soft co Chain too tight PDV soft co C Custom Decals printed wrong VinaTalk Normal Decals printed vvrong VinaTalk Normal Flat tires Dust 8 Cover Package damaged Dust 8 Cover 13 13 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 2014 07 14 Page 66 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ma 9 28 ma 9 27 4 Case 4 Case elo 8 lt Case Info Activities Notes Title Decals printed wrong i No associated items available No Data available Customer VinaTalk Subject Priority Normal Satisfaction Neutral Status Reason In Prog ress 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 em 9 39 2014 07 14 Page 67 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ee 9 27 z Problem Solved Canceled Return Subject Priority Normal Satisfaction Dissatisfied Status Reason In Prog ress 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 local databas
23. Se e E e asso 65 No Case GEL PAG en 66 113 2 Cheat MEN CASE od n se nk oe SI 68 13 14 Notes add notes read NOLSS aged 69 ISO PG 70 13 15 1 General settings description acurc 71 Coes ei a ol i ace er eee rey ce eee 71 1 1 RU SYNC i 71 i SHE Syne COOUGOM xcs ccsvotarasaie ecasineoisisenai a aai 72 13 15 1 d Records p r item pse encanta eeneeekaareus 72 13 15 1 e Max size of attachment in Kb ii app e re eee enaas 72 2014 07 14 Page 3 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 15 11 ACCOUNI WIZANG nen er 72 llo SSL CON CA le e en eee te re ee nee 72 e TREME senenin Sa EE EAEE aR EnS 73 DAL Map ea E cesses cieteeweaeeteienreee 73 13 15 1 j Background Agent nnsnssnnsrnnnnrrsnnrsrrnrrrrrrnrrrrrnrrrnrnrrrnrrrnenrrrn gt 73 LDP Delete Dal Aa 2 ener ane ccasnpcaeeenencie si 73 13 15 2 Data settings GeSC lp UlOlwx ecsespasxddandawama swine aia eateniorniaaauaeeriantewunieness 73 FOO UG AGS E cew rasan tarda nadernet ee eevee E aan ea 75 I 17 ACCOUN WI Zale PA wena NAE E A 75 L31771 Create NEW aC COUNT es nk e OS onescnst ance seseneseecents 76 Tey Fae El Se AC COUN e i ease ra 78 13 17 3 Modify Current ACCOUN bekim 79 13 18 Background Agent e 81 13 19 Synchronization un eu Ona tv gen 83 14 How to connect to CRM Server gegg enen pa I indore 84 19 FOULO DOUN e R T T 84 15 1 I cannot connect to my CRM server 41 aaa aaa nanen nene ner ir esse ses esse se ses
24. 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 2014 07 14 Page 69 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 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 m 9 22 13 15 Settings page To change the application settings and customize the displayed entities tap on the settings page in the main menu VVhen 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 2014 07 14 Page 70 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software aa 10 53 mba 10 52 Settings e lt Settings p C A e Settings Data Products C E Activities S Leads C Opportunities C E Quotes C Invoices C Orders C E
25. ap 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 2014 07 14 d Data Products Activities Leads Opportunities Quotes Invoices Orders Cases Main menu Settings On On On On mba 12 15 al ra Reorder items Default order AMETS Scan Code Calendar Accounts Contacts Products Activities Leads Opportunities Quotes Invoices Orders Cases Settings About n 12 15 User specified order Page 16 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 Functionality description 13 1 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 ova 12 40 ova 12 40 Map a Satelite CANADA Mailed inter M VinaTalk aka Meee 4 OFAMERICA X 2014 07 14 Page 17 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software mb 12 43 In order to dis
26. art 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 15 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 15 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 15 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 15 1 f Account wizard Option to manage user account Description of the functionality is described in Separate chapter later in this document 13 15 1 g SSL certificate Tapping on the button opens a web browser and navigates to a web url where the SSL certificate file is stored The user is prompted to install the certificate If the user is not prompted automatically tap on the screen and install the certificate The cer
27. ation has to be restarted in order to apply the settings avy 9 35 n 3 24 m 3 57 2 Mobile CRM LES fy MobilecRM Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Settings Accounts List of accounts Contacts ae List of contacts Products List of products g Activities iik List of activities Settings Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Settings Application settings Application settings About About Application description About Application description Application settings E Application description 2014 07 14 Page 11 85 Connecting fey Software CB Mobile CRM VVindovvs Phone 8 User Manual 8 Mobile CRM Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Settings Application settings About Application description Fa Mobile CRM Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Settings Application settings About Application description 2014 07 14 n n 4 08 PA Ra m 3 58 PA Ld 8 Mobile CRM Accounts List of accounts Contacts List of contacts Products List of products
28. avigates 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 shows a message 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 the user is prompted to choose an email client that should be used to send the email After the user chooses the email client email editor is opened and the user can type the email content 2014 07 14 Page 32 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software m r 10 49 m 10 49 n 10 49 Stanislav Bran E SEENA EL E Stanislav Branl amp Info Info Holeho 24 Holeho 24 Holeho 24 Bratislava Bratislava Bratislava 915 01 915 01 915 01 971384265 971384265 971384265 branko Ocontoso com branko contoso com gt branko Ocontoso com 2014 07 14 Page 33 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 5 2 Contact detail edit page Contact detail edit page displays information about a specific contact The user can edit
29. ble K No Data available 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 m 9 39 E 2014 07 14 Page 51 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software Qualify Disqualified Lost Disqualified Cannot Contact Disqualified Not Interested Disqualified Canceled Return 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 m 9 39 eS 13 9 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 2014 07 14 Page 52 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software lt Lead Info Topic Company Name Last Name First Name E mail Mobile Phone Business Phone Est Value Est Close Date To save the newly created lead tap on the floppy disk image button in the title frame The lead is immediat
30. 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 Activities 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 2014 07 14 Page 73 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 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 2014 07 14 Page 74 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 16 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
31. dow is displayed with information 2014 07 14 Page 84 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 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 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 the CRM server service publicly visible 3 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 2014 07 14 Page 85 85
32. ds as required 2014 07 14 Page 62 85 Connecting faq Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software m 9 24 4 Quote lt Quote Quote Info Ship Customer PDV soft co pj Street 1 3rd evenue Name Helmet quote pink 25 Street 2 Currency EURO Price List Wholesale AS 505 0000 Notes No Data available Street 3 City New York Country U Discount s 10 0000 Postal Code Discount Freight s 505 0000 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 m 9 39 pj 2014 07 14 Page 63 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ee 9 24 lt Quote E Get Products Activate Quote Return Currency EURO Wholesale Total Amount Discount Discount 96 Freight 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 prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings m r 9 39 eS 13 12 2 Create new quote To create new quote tap on the plus ico
33. duct Not available in version 1 0 By default the user is allovved only to vievv the product details 2014 07 14 Page 36 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 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 m 11 11 lt HC product P Name HC_product3 Product ID HCO3 Product type Standard costs 1587 0000 List price 2225 0000 Quantity on hand 57 0000 13 6 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 2014 07 14 Page 37 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software me 11 11 lt HC product P Name HC_product3 Product ID HCO3 Product type Standard costs 1587 0000 List price 2225 0000 Quantity on hand 57 0000 To save the nevvly 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 cr
34. e 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 m 9 39 el 13 13 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 2014 07 14 Page 68 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software lt Case Info Title Customer Subject Priority Normal Satisfaction Neutral Status Reason In Progress 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 m 9 39 13 14 Notes add notes read notes The user is able to view and add notes to the entities to provide additional description To 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
35. e password is hashed using SHA 256 encryption algorithm 8 Supported devices The Mobile CRM application is designed to work with Windows Phone 8 devices Any Windows Phone 8 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 2014 07 14 Page 7 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 9 Basic app layout This chapter describes the basic layout of the Mobile CRM app Mobile CRM app can be divided into two parts e The title frame e The page content m 9 35 f j Mobile CRM Q ma 9 28 ra Mobile CRM S Loading Annotation gt 0 15 Accounts Quotes List of accounts List of quotes ntact Contacts Invoices List of contacts List of invoices Products Orders List of sales orders List of products Activities R Cases List of activities List of cases Settings Settings Application settings Application settings About Application description About Application description 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 m 9 35 f j Mobile CRM Q If a page is able to nav
36. e sa 40 6 ye a pe ne E E E EEE A 7 FBC PPI VOU ae EE E AEE 8 LO PIGSE UO WU aeaa E A AS E EEE 10 DD OO GE A E A 11 11 1 Accent colour of the application sssssssssssnnssnrnnrerrrnrrnnrnrrrnrrrnnnnrrnnrenrnnennn 11 12 IMSS ea E E A E E EE E E E E 11 SS ss sneese an tees 13 PA E A E A cost oeeeeeeanne 15 LL MINTE N a ONGC oraaa E EA ert ssenens 15 13 Functionality GSS AIO e rire niine rE aN eriti 17 La MAP AGC era E E A se 17 e Ga O DAT T EEEE E O E O O 20 Ta Caled DAC a erra TE AAE A EA O 21 AUDI PAS e oc eee esas ec ezwansnesseaiisee ct aaesnaasnacerecessec eee 23 AS Acom Gel all Dae as teeceunrsacae eri waders uaa seen serie nas 24 13 4 1 a Account detail page functionality a kana e hh ann RR R cee eee e eee eee e nnn eees 25 13 4 2 Acco nt detail edit PAGA iene tee iA 27 LIA Creare MON eC CO UN e pn e ication erent ennane aE nsecocesssosceoneaes 27 1 5 Conlacis DOC arenae E ties rencsecowsteeuee E 30 La COMPA Ce Ce rail PAGE e e Faaee coer eee ents 31 13 5 1 a Contact detail page TUNCUONGNILY u nnnisicivmcoccndiini ni 32 13 5 2 Contact detail edit Dade e ore soonuateansianoariwia 34 2014 07 14 Page 2 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software Lee Croate MON COM LACI dee rdaetnantaaaiedae vente ntenniee seeeeetenedeseiada 34 TO VOCUICES DAG Co sateacteecanane eaten noe nansansaiss 95 oeu samaeacasarsed ete ne Ver rataniiaaa easton ecaadoan 36 13 6
37. eated 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 vvhen offline mode is selected depending on the users predefined settings m 9 39 SH 2014 07 14 Page 38 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 7 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 e Service appointment To display details about a specific activity select the activity from the list by tapping on the item m 11 31 St Activities My Activities Workshop 5 14 2013 9 30 14 AM 5 14 2013 12 30 14 F Completed ES Aa Meeting with Mr Mark 5 16 2013 9 30 14 AM 5 16 2013 12 30 14 PM Open EJ Weekly meeting 5 15 2013 9 30 14 AM 5 15 2013 1 30 14 PM Open email to lawyer 5 15 2013 9 30 14 AM 5 16 2013 9 30 14 AM Open Appointment with customer order1 5 14 2013 11 30 14 AM 5 14 2013 12 3014 PM Open EJ Call the
38. editor page is opened and the user can type the content of the email to be sent to the support C 9 29 4 lt About gt lt Version 1 1 4925 23371 Connect Bridge Mobile CRM Connect Bridge Developed by Connecting Software Connecting Software www connecting software com Contact support connecting software com 13 17 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 If the user needs help tap on the info icon next to the Create new account button and web browser with step by step guide on how to create new account is displayed 2014 07 14 Page 75 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software Note Before creating new account the user should install the SSL certificate by tapping on the Install Certificate button from the settings page The page allows following operations 13 17 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 ma 11 41 Fa Account Wizard Example vinapuk gmai l com Crm Login Example Viet cns com Crm Password Re Password Example https ety a Crim cns com CBCompany http s lt host gt lt port gt lt company gt e Email field email address
39. ely 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 m 9 39 13 10 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 2014 07 14 Page 53 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 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 lt Orders Total of 5 items Akasa CPU cooler VinaTalk DAL licenses Isac Selenka Desulfators KA15 Martin Volac Platinum Oil Bottles PDV soft co RC helicopters Trex450 PDV soft co Active 13 10 1 Order detail page ma 91 a 120 00 Active 120 00 Active K 1000 00 Active 23 00 Active 25 00 m 97 CE x Total of 5 items OR 724 Custom Platinum Oil Bottles 23 00 PDV soft co Active The order detail page displays
40. erent layout according to the content of the activity The user can edit the record by modifying the content of the rows ava 12 13 m 12 13 m 12 14 Regarding Na Regarding Subject Subject confirm order 10 1578 Scheduled Start Subject Due Date Scheduled End 12 30 PM Regarding e Duration Description Description New opportunity for Sales team send a fax to confirm customer contact me asap order number 10 1578 m 12 14 m 12 14 n 12 15 Regarding Regarding Subject Check status of delivery Appointment vvith customer order Marketing department Due Date 5 16 2013 9 30 AM Os 687 Subject documents Duration Scheduled Start VALA 11 30 AM Description D PES Scheduled End 5 14 2013 12 30 PM escription Regarding Check the state of the delivery Received documents from Priority marketing department Low 2014 07 14 Page 42 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ea 12 15 q task Regarding Subject Workshop Priority Low Due Date 5 16 2013 12 30 PM Description business meeting with Mr Mark from PDV soft company 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 mi 9 39 E To
41. ery 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 m 9 39 E 2014 07 14 Page 35 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 6 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 sort the list of products according to personal preference To sort the list choose the preferred sort type and the list will be sorted na 1111 ma 8 51 4 Products oq EES a sGaz i G Total of 5 items HC_product1 25 00 OEST CJZ A HC01 HC_product2 E 35 00 O Custom HCO2 HC product 25 00 HCO1 HC_product3 2225 00 HCO3 HC_product2 35 00 HCO2 HC_product4 K 340 00 HC_pd1 HC_product3 2225 00 HCO3 HC product5 400 00 HC KRKO7 HC product K 340 00 HC_pd1 HC_product5 400 00 HC KRKO7 13 6 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 allovved or prohibited to edit the pro
42. ew 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 2014 07 14 Page 47 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software m 9 08 lt Opportunity i Info Topic Customer Currency Price List Revenue User Provided a Est Revenue Rating 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 m r 9 39 2014 07 14 Page 48 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 9 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 record 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 a
43. fey Connecting Software Connecting Software CB Mobile CRM Windows Phone 8 User Manual Summary This document describes the Windows Phone 8 Mobile CRM app functionality and available features The document is intended for end users as user manual to provide 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 Phone 8 User Manual Connecting Software Table of Contents E OVON N Serres cect tet aeaug E oes rece soa e ao e eee soca eeouese 5 2 Intended LL CCI NCS e e E 5 FREGET S e e E e 5 3 1 Minimal recommended hardware s sssssssssnnsnsnnnssunnnnnnnuunnnnnnannnunnunnnnnnnnnnnnnnn 5 Se so E E ELE 6 3 CAG Me P A E A AE SA 6 6 Memory and disk space requirements sssssnsrnsrnrrrnnrrrrnnrrnnrnernnrnnnenrnnnrnnrrnrnnerne 6 P S Se 7 7 oi ISOVAREG LO reena A EAE EEE E aes ONEEN 7 7 1 1 What is isolated storage nenen caneee vr dadanan erae 7 72 WED Service SUITA 7 735 APIC aO CY e 7 sde bj
44. frame A search box appears and the user can type in 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 n 7 m 7 45 4 Accounts 9 E A Total of 5 items Total of 5 items Dust amp Cover OW Dra Stefanikova 905 01 Kosice Isac Selenka O Custom Holeho 124 Bratislava PDV soft co 3rd evenue 102345 Chicago Martin Volac Grunstrasse 12 102345 Vienna PDV soft co 3rd evenue 102345 Chicago VinaTalk Park evenue 87 New York 2014 07 14 Page 23 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 4 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 account 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 m n 10 09 m n 10 09 SON E 4 Dust amp Cover N Info Info Stevanikova 708 Stevanikova 708 Kosice Kosice 905 01 905 01 933771155 933771155 tomaskalkas isac com tomaskalkas isac com To display details about any associated entity tap
45. fter the user chooses the email client email editor is opened and the user can type the email content 2014 07 14 Page 25 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software fea 10 10 m r 10 10 4 PDVsoftco E PDVsoftco Info 3rd evenue 3rd evenue Chicago Chicago 102345 102345 987456321 987456321 isac isac com isac isac com m s 10 10 lt PDVsoftco m Info 3rd evenue Chicago 102345 987456321 isac isac com 2014 07 14 Page 26 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 4 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 m 11 07 4 Account 4 lt Account Info Address Steet 1 3rd evenue Account Name E mail Street 2 Main Phone Street 3 Fax City Chicago Web Site Country Postal Code 102345 Post office box Province 13 4
46. he 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 Map e Scan Code e Calendar e Contacts e Accounts e Settings e About mg 11 39 f amp Mobile CRM List of opportunities ea 11 39 LA Mobile CRM my 11 38 f Mobile CRM 2S RSS Se M ap Show entities on map Activities List of activities Quotes List of quotes Scan Code Leads A Scan and process Barcode List of leads Invoices Calendar List of invoices Z A Y Opportunities Orders List of sales orders Shows appointments in calendar List of opportunities Accounts Quotes lai List of accounts List of quotes Cases List of cases Contacts Invoices List of contacts List of invoices Settings Products List of products Activities 12 1 Main menu items order wy Orders List of sales orders Cases Application settings About Application description The user is able to change the default order of the items displayed on the main menu to fit personal preference 2014 07 14 Page 15 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software To change the order of the items go to Settings and select the page Data On the page t
47. i se nese eee ere ses esse 84 2014 07 14 Page 4 85 Connecting fey Software CB Mobile CRM Windows Phone 8 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 smart phone devices running the Windows 8 operating system Windows Phone 8 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 Windows Phone 8 There is no other specific requirement on the hardware all devices running Windows Phone 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 recommended hardware requirements hardware Value RAM Memory 256 MB Free disk space 1 GB Display resolution WVGA 800 x 480 Touch screen technology Wi Fi 3G Processor 1 GHz 2014 07 14 Page 5 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 4 Installation
48. igate 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 da 2014 07 14 Page 8 85 Connecting fey Software CB Mobile CRM Windows Phone 8 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 m 9 39 eS 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 ey 9 39 F The content of the displayed page is visible under the title frame m 9 35 LB Mobile CRM 2 Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Settings Application settings About Application description 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 choose from 2014 07 14 Page 9 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software Accounts YW Total of 5 items 10 First time run When the application is ru
49. n and order detail page with new blank record will be displayed The user can edit the record as required 2014 07 14 Page 64 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software lt Quote Info Customer Name Currency Price List Total Amount Discount Discount Freight 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 m 9 39 13 13 Cases page Cases page 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 2014 07 14 Page 65 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ma 9 28 E X t Total of 5 items OR DI
50. n 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 ma 718 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 2014 07 14 Page 10 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 11 Look amp feel 11 1 Accent colour of the application Mobile CRM application adjusts its icon backgrounds according to the devices accent colour When the user decides to modify the accent colour of the device the application adjusts to match the colours 11 2 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 consumption due to the bright colours used When theme is changed by the user the applic
51. n 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 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 2014 07 14 Page 79 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 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 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
52. nd the list will be sorted m 9 10 Co x Total of 5 items OEST C ZA m r 9 09 lt Leads oN Total of 5 items Alan Choo alanchoo pdvsoft com Ondrej Kabela O Custom Hung Pham okabela studio com Ippoe Makunouchi makunouchilppoe techcorp com k t Jackie Nguyen jackienguyen jracing com Hung Pham phamhung seta com 13 9 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 2014 07 14 Page 49 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software The Lead detail page supports sending email and making direct call To send email tap on the email icon next to the email field To make a call tap on the telephone icon next to the mobile phone or business phone field J 9 21 4 lead el Address Stoot 578 Main 4 Lead ji Info Topic Mailed interest on C ee ANE me PDV Soft Street 2 Wallmart Last Name Street 3 First Name City Element city E mail alanchoo pd v Country Mobile Phone 456823028 4 Postal Code Business Phone Post office box Est Value Province Est Close Date 3 27 2014 2014 07 14 Page 50 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software Pa 9 ma 9 21 lead elo E Lead Activities Notes No associated items availa
53. nding on the users predefined settings m r 9 39 el 2014 07 14 Page 44 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 8 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 ma 8 57 I x Total of 5 items ONE Da Custom 10 Dal licenses 235 00 Isac Selenka VVarm m n 8 56 lt Opportunit AN Total of 5 items 10 Dal licenses 235 00 Isac Selenka Warm 100 tires for dirtbike 180 70 2350 00 Dust amp Cover Hot 15 Cal licenses 1500 00 Isac Selenka VVarm 100 tires for dirtbike 180770 2350 00 Dust 8 Cover Hot 3 CB server licenses Mol ots 010 VinaTalk Warm 15 Cal licenses a fo 1008010 56 Bike frames 356 00 PDV soft co Warm Isac Selenka OOOO Wwa 13 8 1 Opportunity detail page The opportunity detail page displays detailed information about the selected opportunity The user can modify the oppo
54. ne 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 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 In order to secure the users data even more the entire database used by Mobile CRM application is encrypted using AES 128 encryption algorithm and the databas
55. o be executed during the synchronization when offline mode is selected depending on the users predefined settings m r 9 39 eS 13 10 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 2014 07 14 Page 56 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software lt Order Info Customer Name Currency Price List Total Amount Discount Discount Freight 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 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 m 9 39 13 11 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 2014 07 14 Page 57 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User
56. 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 m 10 45 4 lt Stanislav Brani N mea 10 45 lt Stanislav Brani N Info Holeho 24 Holeho 24 Bratislava 915 01 Bratislava 915 01 971384265 971384265 branko Ocontoso com branko Ocontoso com 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 2014 07 14 Page 31 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ea 10 19 4 Stanislav Bran N Contacts Martin Hadaka emailHadaka def com 13 5 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 n
57. play 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 2014 07 14 Page 18 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software mb 12 40 men Show My Location Show All Entities Show Accounts Show Contacts Show Leads Display Route Get Directions 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 Show My Location Display and zoom to the users current location Show All Entities Display all available pushpins on the map Show Accounts Display only Account pushpins on the map Show Contacts Display only Contact pushpins on the map Show Leads Display only Lead pushpins on the map Display Route Display the route from current location to the User defined pushpin User defines
58. rtunity by changing the data in the specific fields 2014 07 14 Page 45 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software ma 8 59 ava 9 22 ae 9 23 lt Opportunity Fl lt Opportunity m lt Opportunity Info Activities Notes Topic 10 Dal licenses r No associated items available Customer Isac Selenka Currency EURO Price List Wholesale Revenue System Calculated E TN 235 0000 No Data available 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 m 9 39 2014 07 14 Page 46 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software fa 9 23 lt Opportunity P Won Close Canceled Close Out Sold Return Price List Wholesale Revenue System Calculated j Est Revenue 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 m r 9 39 eS 13 8 2 Create new opportunity To create n
59. s List of contacts Products List of products Activities List of activities Settings Application settings About Application description nd 4 04 PA ws Mobile CRM supports small medium and large tiles To pin a tile to Start menu of the WP8 device tap and hold on the CB Mobile CRM application icon Select Pin to start when the context menu appears fey CB MobileCRM pin to start uninstall 2014 07 14 Page 13 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software Mobile CRM supports also secondary 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 tap and hold on a specific item in the main menu Confirm the displayed message box opt in and the app creates the secondary tile in the start menu During the process the app will be closed and WP8 will navigate to the secondary tile in the start menu Kid s Corner B 9 55 gt ma 9 53 Warning Pin to Start as Secondary Tile The app will be closed during the process Photos Connect Fa Bridge mobile CRM EEL 2014 07 14 Page 14 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 12 Main menu Main menu contains the list of available application pages The list of available entity pages can be modified on t
60. 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 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 2014 07 14 Page 83 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 14 How to connect to CRM server In order to be able
61. tificate file is necessary for the Mobile CRM app to work correctly during connection to the server 2014 07 14 Page 72 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 15 1 h Theme Option to choose a user preferred theme Mobile CRM supports both dark and light theme The user has to 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 13 15 1 i Map 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 15 1 j 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 15 1 k 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 15 2 Data settings description The second pivot page is Data settings page where the user
62. tion 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 2014 07 14 Page 40 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software on the OK button When tapped the list of activities is filtered and only activities that match with the search condition appear 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 m 11 32 Activities My Activities lt All Activity All Overdue View My Activities Today Due All Tomorrovv Workshop Next 30 Days 5 14 2013 9 30 14 AM 5 14 2013 12 30 14 F Completed Meeting with Mr Mark Next 90 B N 5 16 2013 9 30 14 AM 5 11672013 12 30 14 PM Open VVeekly meeting Next 6 Months 5 15 2013 9 30 14 AM 5 15 2013 1 30 14 PM Open email to lawyer Next 12 Months 5 15 2013 9 30 14 AM 5 16 2013 9 30 14 AM Open Appointment with customer order1 5 14 2013 11 30 14 AM 5 14 2013 12 30 14 PM Open m 11 32 All Appointment Email Fax Letter Phone Call Service Appointment Task 2014 07 14 Page 41 85 CB Mobile CRM Windows Phone 8 User Manual Connecting Software 13 7 2 Activity detail page Each activity detail page displays information about a specific activity type Each activity type has diff
63. 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 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 11 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 win
64. vice running Mobile CRM application e CB 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 faj Account Wizard Example myCBa CB Login ccount Example compa nyCRM CB CRM Account Name CB Password Re Password 2014 07 14 Page 78 85 Connecting fey Software CB Mobile CRM Windows Phone 8 User Manual Connecting Software 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 17 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 Re 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 logi

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