Set up CRM for phones express

 

Applies To: Dynamics CRM 2015

Terminology

With Microsoft Dynamics CRM Online 2015 Update 1, the terminology has changed for the CRM phone app.

Term	Usage
CRM for phones	The CRM phone app introduced with Microsoft Dynamics CRM Online 2015 Update 1.
CRM for phones express	The CRM phone app for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2015. Versions prior to Microsoft Dynamics CRM Online 2015 Update 1 continue to refer to the CRM phone app as CRM for phones.

In addition to the information in this topic, be sure to review the information in CRM for tablets and phones.

In This Topic

Requirements for CRM for phones express

What users need to do

What the admin needs to do

Entities and CRM for phones express

Troubleshooting

Privacy notices

Requirements for CRM for phones express

CRM for phones express connections to Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM 2013 require an Internet Facing Deployment. You may need to make adjustments to your AD FS server. See CRM for phones and IFD.

Users must have an Internet or intranet connection and should install the CRM for phones express app. See “Installing CRM for phones express” later in this topic.

Microsoft Dynamics CRM supports popular versions of Windows Phone 8, Apple iPhone, and Android smartphones. For specific devices that are supported, see Support for CRM for phones express.

Required permissions

Microsoft Dynamics CRM uses a security privilege, CRM for phones (Microsoft Dynamics CRM Online 2015 Update 1) or CRM for phone express (Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2015), to provide access to CRM for phones express. Use the following process to check security privilege for a security role:

1. Go to Settings > Security.

2. Choose Security Roles.

3. Choose a security role > Business Management tab.

4. In the Privacy Related Privileges section, review the CRM for phones or CRM for phones express privilege setting.

You can add or remove this privilege from custom or default security roles to meet your business needs. If a user does not have this privilege, they will receive the following error:

You haven't been authorized to use this app. Check with your system administrator to update your settings.

About CRM for phones express authentication

CRM for phones express authenticates users using browser-based authentication, which means no credentials are stored on the phone.

Microsoft Dynamics CRM Online

CRM for phones express users connected to Microsoft Dynamics CRM Online on the Microsoft Online Services environment will automatically renew their sign-in for up to 30 days. Users connected to Microsoft Dynamics CRM Online who aren’t yet on Microsoft Online Services environment must renew their sign-in every 8 hours.

Microsoft Dynamics CRM 2015 (on-premises versions)

CRM for phones express connections to Microsoft Dynamics CRM 2015 require an Internet-facing deployment.

Supported languages

CRM for phones express is available in the following languages:

CRM for Windows 8 Phones

• English

• French

• Italian

• German

• Spanish

• Portuguese (Portugal)

• Portuguese (Brazil)

• Chinese (Simplified)

• Chinese (Traditional)

• Czech

• Danish

• Dutch

• Finnish

• Greek

• Hungarian

• Japanese

• Korean

• Norwegian

• Polish

• Russian

• Swedish

CRM for iPhone

• English

• French

• Italian

• German

• Spanish

• Portuguese (Portugal)

• Chinese Simplified

• Chinese Traditional

• Japanese

CRM for Android

• English

• French

• German

• Italian

• Spanish

• Portuguese (Portugal)

• Chinese Simplified

• Chinese Traditional

• Japanese

When the application first loads after installation, it determines the device language and loads the user interface in that language. If the device language isn’t one of the supported languages, the application loads in English. Once the application has been configured in a Microsoft Dynamics CRM organization, the application will load the application pages in the language specified in the user’s personal options. If the user language is not one of the supported languages, the application will fall back to the base language of the CRM organization, if it is in the supported language list. If the organization’s base language isn’t supported, English will be the final fallback if it is enabled on the server.

This fallback logic will evaluate several language settings - such as the browser language - when it determines the fallback language. In the following scenario, the fallback will match the browser language:

• User language = Japanese

• Organization base language = Dutch (Set in Microsoft Dynamics CRM: Settings > Administration > Languages)

• Browser language = English (Set in browser)

In the scenario shown previously, English would be used as the fallback.

If the server doesn’t have a supported language enabled, the application’s configuration will fail and it will show the following error message in the language of the device:

We’re sorry

The language installed on your company’s system isn’t available on the app.

Please contact your system administrator to set up a supported language.

What users need to do

Installing CRM for phones express

See the Help & Training topic: Install the CRM for phones express app

What the admin needs to do

Enable CRM for phones express

CRM for phones express is enabled by default for many entities. To see if an entity is enabled or to enable an entity:

1. Go to Settings > Customizations.

2. In the Customizations window, choose Customize the System.

3. In the navigation pane, expand Entities, and then choose the entity you want to enable access with CRM for phones express.

4. Under Outlook and Mobile, select the CRM for phones checkbox (Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2015). Or, if you are using Microsoft Dynamics CRM Online 2015 Update 1, select the CRM for phones express checkbox.

5. On the Actions toolbar, choose Save.

   

Disable CRM for phones express

CRM for phones express is enabled by default for Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM 2015, and CRM Online users. As an admin, you can control what is available and who can view CRM for phones express using one of these methods.

Disable CRM for phones express for an entity

You can prevent record types (entities), such as accounts, from appearing in CRM for phones express.

1. Go to Settings > Customizations.

2. In the Customizations window, choose Customize the System.

3. In the navigation pane, expand Entities, and then choose the entity you want to prevent users from accessing with CRM for phones express.

4. Under Outlook and Mobile, deselect CRM for phones checkbox (Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2015). Or, if you are using Microsoft Dynamics CRM Online 2015 Update 1, deselect the CRM for phones express checkbox.

5. On the Actions toolbar, choose Save.

   

Disable CRM for phones express privilege

You can prevent users with a specific a security role (for example, Customer Service Representative) from having access to CRM for phones express.

1. Go to Settings > Security.  

2. Under Security, choose Security Roles.

3. Select the security role for which you want to prevent access to CRM for phones express.

4. Select the Business Management tab.

5. Under Privacy Related Privileges, clear CRM for phones (Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2015). Or, if you are using Microsoft Dynamics CRM Online 2015 Update 1, clear CRM for phones express.

   

6. On the Actions toolbar, choose Save and Close.

Customize forms

You can set which fields appear or don’t appear in Microsoft Dynamics CRM forms in CRM for phones express. To modify mobile forms:

1.  Go to Settings > Customizations. 

2. In the Customizations window, choose Customize the System.

3. In the navigation pane, expand Entities, and then select an entity and expand it.

4. Choose Forms, select the mobile form, and then add or remove the attributes.

5. On the Actions toolbar, choose Save and Close.

For more information, see Create and edit mobile forms in the Customization Guide.

Entities and CRM for phones express

You can enable a limited set of entities for CRM for phones express. To see if an entity is enabled or to enable an entity, choose Settings > Customizations > Customize the System > Entities. Select an entity and review the Outlook & Mobile settings.

Entities available by default

• Create – You can create these entities when using CRM for phones express.

• Read - You can view these entities when using CRM for phones express.

• Edit - You can edit these entities when using CRM for phones express.

• Delete - You can delete these entities when using CRM for phones express.

Entity Name	Create	Read	Edit	Delete
Account	Yes	Yes	Yes	Yes
Appointment	Yes	Yes	Yes	Yes
Campaign	No	Yes	Yes	No
Case	Yes	Yes	Yes	Yes
Competitor	No	Yes	No	No
Contact	Yes	Yes	Yes	Yes
Currency	No	Yes	No	No
Discount	Yes	Yes	Yes	Yes
Discount List	Yes	Yes	Yes	Yes
Email	No	Yes	No	No
Entitlement	No	Yes	No	No
Facility/Equipment	No	Yes	No	No
Lead	Yes	Yes	Yes	Yes
Letter	No	Yes	No	No
Mailbox	No	Yes	No	No
Note	Yes	Yes	Yes	No
Opportunity	Yes	Yes	Yes	Yes
Opportunity Close	No	Yes	No	No
Opportunity Product	No	Yes	No	No
Phone Call	Yes	Yes	Yes	Yes
Price List Item	Yes	Yes	Yes	Yes
Product Association	No	Yes	No	No
Quote Close	Yes	Yes	Yes	Yes
Service	No	Yes	No	No
Social Profile	Yes	Yes	Yes	Yes
Subject	No	Yes	No	No
Task	Yes	Yes	Yes	Yes
Unit	No	Yes	No	No
Unit Group	No	Yes	No	No
User	No	Yes	No	No

Entities available after enabling CRM for phones express

• Create – You can create these entities when using CRM for phones express.

• Read - You can view these entities when using CRM for phones express.

• Edit - You can edit these entities when using CRM for phones express.

• Delete - You can delete these entities when using CRM for phones express.

Entity Name	Create	Read	Edit	Delete
Custom Entities	Yes	Yes	Yes	Yes
Address	No	Yes	No	No
Campaign Activity	No	Yes	No	No
Campaign Response	No	Yes	No	No
Contract	No	Yes	No	No
Contract Line	No	Yes	No	No
Fax	No	Yes	No	No
Filter	No	Yes	No	No
Invoice	No	Yes	No	No
Marketing List	No	Yes	No	No
Opportunity Product	No	Yes	No	No
Order	No	Yes	No	No
Order Product	No	Yes	No	No
Post Configuration	No	Yes	No	No
Post Rule Configuration	No	Yes	No	No
Price List	No	Yes	No	No
Price List Item	No	Yes	No	No
Product	No	Yes	No	No
Profile Album	No	Yes	No	No
Queue	No	Yes	No	No
Queue Item	No	Yes	No	No
Quote	No	Yes	No	No
Quote Product	No	Yes	No	No
Service Activity	No	Yes	No	No
Territory	No	Yes	No	No
Wall View	No	Yes	No	No

Entities with default field changes in Microsoft Dynamics CRM 2015

The following fields visible by default in CRM 2013 CRM for phones express are not visible by default in CRM 2015 CRM for phones express.

Entity	Fields
Account	Website, Address 1: Street 2, Industry
Case	Subject, Severity, Origin, Case Stage, Case Type, Service Level
Contact	Address 1: Street 1, Address 1: Street 2, Address 1: City, Address 1: State/Province, Address 1: ZIP/Postal Code, Address 1: Country/Region
Email	Bcc, Direction, Due Date
Lead	Customer, Priority, Rating
Opportunity	Potential Customer, Budget Amount, Priority, Rating Note: Account and Contact fields have been added to replace Potential Customer.
Phone Call	Phone Number, Direction, Due
Social Profiles	Full Name, Blocked
Users	Primary Email Status, Outgoing Email Delivery Method, Incoming Email Delivery Method

 

To add fields to a mobile form, choose Settings > Customizations > Customize the System > Entities. Expand an entity and choose Forms > the Information form of type Mobile or Mobile – Express > an Attribute > Add > Save and Close.

Troubleshooting

For information on known issues with CRM for phones express, see Troubleshooting and things to know about CRM for phones and tablets. Here are some things to try to diagnose and fix issues.

Test in the browser

To determine if the problem exists with the CRM for phones express app, try viewing your organization in a browser – first on a computer and then on your phone. If the problem persists in a browser, then the app might not be the issue.

Rule out customizations

Some customizations may conflict with CRM for phones express. Try connecting to another organization without customizations. Also, make sure you synchronize CRM for phones express to catch any customization changes.

Is it a permissions issue?

To check if the issue is related to permissions, try accessing Microsoft Dynamics CRM with a different user and different security role.

Privacy notices

Licensed Dynamics CRM Online users with specific Security Roles (CEO – Business Manager, Sales Manager, Salesperson, System Administrator, System Customizer, and Vice President of Sales) are automatically authorized to access the service by using CRM for phones, as well as other clients.

An administrator has full control (at the user security role or entity level) over the ability to access and the level of authorized access associated with the phone client. Users can then access CRM Online by using CRM for phones, and Customer Data will be cached on the device running the specific client.

Based on the specific settings at the user security and entity levels, the types of Customer Data that can be exported from CRM Online and cached on an end user’s device include record data, record metadata, entity data, entity metadata, and business logic.

Cortana does not have access to the data stored in the CRM database. Cortana only captures your voice commands. When you make a voice command through Cortana, in order to both understand the request and improve Microsoft speech recognition-related products and services, Microsoft uses proprietary technologies such as, for example, acoustic and natural language processing models to record and interpret your user’s request. Voice-dictated Bing search queries are treated like other text-based search requests and may be used to improve Bing search results; however, the CRM-voice-dictated commands listed here are not used to provide advertising. For more information about privacy and Cortana, see Cortana and my privacy FAQ.

If you are an administrator, you can manage enterprise access to Cortana with the PolicyManager configuration service provider through a separate device management service. The policy for this is set at the phone level and can’t be set just for the CRM for phones app. For more information, see the MSDN topic PolicyManager configuration service provider.

See Also

Set up and manage phones and tablets
Troubleshooting and things to know about CRM for phones express
Create and edit mobile forms

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