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Configuring CRM Mobile Express

June 1, 2010

You can access your database anywhere, at any time using CRM Mobile Express.  CRM Mobile Express is a CRM application that works on your cell phone.  With CRM Mobile Express, you won’t have any excuse to have a personal life.  You can work all the time.

By configuring CRM Mobile Express, you will be able to customize which entities and forms show up when you access your CRM database from your phone.

Step-by-Step Instructions

  1. Click Settings on the Navigation Pane, and then click Customization.
  2. Click Customize Mobile Express.
  3. Add any entities that you want to show up in CRM Mobile Express.  Click Publish All when you are done.

Tips & Tricks

  • CRM Mobile Express is compatible with most current smartphones. iPhone, Palm Pre, Android, and just about any phone that has a finger push-screen will work with Mobile Express.

 

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