Microsoft CRM Mobile Express

Microsoft has released a bunch of free accelerators that attach to CRM to enhance the product.  One of the best add-ins, that has since become a standard part of CRM, is the Mobile Express tool.  It works seemlessly with native and customized data in CRM - including data managed by the Darwin Integration.  This allows all information tracked in CRM to be viewed realtime on virtually any device that can connect to the internet, specifically any Smartphones.

Choose Settings, Customization and the Customize Mobile Express Icon

Then you will see you have all entities, including items like Darwin Invoices, Checks, Clients, Employees etc to choose.

By choosing an entity, such as Client Invoice on the left, you can decide what specific attributes will be available for a mobile device - whether it is a Windows Mobile Device, Blackberry or iPhone.






A Darwin Invoice as seen on an iPhone: