How to Configure Microsoft Dynamics CRM Mobile (MoCA) and Resco Mobile CRM

In our recent blog, 6 Ways Mobile CRM Apps Improve How We Do Business, we discussed the top business benefits of using mobile for CRM. In this blog, we get a little more technical and focus on how to configure all that CRM mobile goodness.

There are two viable and recommended options available today. The first is commonly called MoCA, which is Microsoft speak for Mobile Client Access; and the second is a third party option called Resco Mobile CRM. This post won’t go into the particulars of which option to choose; however, I recommend attending our webinar on August 17 (or view the recording if you can’t make it) for more details and demos on the differences between the two options.

Configuring Microsoft Dynamics CRM Mobile (MoCA)

First up, we need to make the distinction for Microsoft Dynamics CRM out of the box mobile options. The versions of CRM we recommend for out of box are:

  • Dynamics CRM Online 2015 Update 1
  • Microsoft Dynamics CRM 2016 on-premises

Prior versions have a mobile option, called CRM Express; however, in our experience, it’s not quite what users expect in a mobile experience. This post is not meant to go in depth on the differences, but the primary areas are no/limited offline, not as many entities are enabled for mobile, and not all activities can be created. Visit this page to get more information from Microsoft.

Good news, though: Resco Mobile CRM supports earlier versions of Microsoft Dynamics CRM and would be a recommendation if you are not upgrading CRM any time soon. See the Resco section later in this blog post.

Now let’s make sure your users’ phones and tablets will be supported:

*Requires Microsoft Dynamics CRM 2016 Service Pack 1

With the preliminaries out of the way, we can start the process.

Step 1: Enable User Security Role to Use Microsoft Dynamics CRM Mobile

Menu > Settings > Security

Configure CRM Mobile-1

Select Security Roles

Configure CRM Mobile-2

Click on the desired role. Select the Business Management tab, scroll down to Privacy Related Privileges, and click on ‘CRM for mobile’. The ball should be green.

Configure CRM Mobile-3

In addition, particularly if you have created a custom security role, validate that these entities have Read permission.

  • Go to Settings > Security.
  • Click Security Roles.
  • Choose a security role > Customization tab.
  • Verify that the Read permission is set for the following entities:

Custom Control
Custom Control Default Config
Custom Control Resource
System Application Metadata
User Application Metadata

  • Click Save and Close to save the changes to the security role.

Configure CRM Mobile-4

Step 2: Install the App

Install the app on the device from the respective app stores:

CRM for Phones App CRM for Tablets App
Apple App Store Apple App Store
Android Google Play Android Google Play
Windows Store Windows Store

If your users go to the store and search for the app, use the keyword ‘Microsoft Dynamics CRM’ and make sure they select the app with this icon:

The other app is for CRM Express, and you don’t want them using that.

Below is the general flow of installing the app, in this case on an Android. The iPhone is identical.

Find App                            Install App                          Enter CRM URL               Enter CRM Login info

     

Wait for
configuration                     Home Screen                     Tap Menu in upper right to navigate

   

 

And here is an abbreviated flow for a tablet, an iPad in this case.

 

 

Notice in the last iPad screen shot we get the message, “You don’t have access to any mobile-enabled dashboards. To set one up, sign in to CRM through your desktop browser, create a personal dashboard, and enable it for mobile use.”

This is a common message. By default, Microsoft Dynamics CRM does not enable the dashboards for mobile. To enable dashboards for CRM for phone and CRM for tablet users:

  • Go to Settings > Customizations.
  • Click Customize the System.
  • Under Components, click Dashboards.
  • Double-click or press and hold the dashboard you want to enable for phone or tablet access.
  • Click Properties > Enable for mobile > OK.
  • Click Save.

Configure CRM Mobile-17

To make additional changes to the look and feel and to get your users started, download the CRM for Phones and Tablets User’s Guide.

Configuring Resco Mobile CRM
Resco Mobile CRM provides mobile device access to your CRM system, both online and offline, for smartphones and tablets, so you can be productive whenever and wherever you are.

Resco was founded 17 years ago with a focus on consumer apps and games, as well as mobile development tools for Windows Mobile and Palm OS platforms. Resco apps were installed by default on HP and Dell PDAs and won numerous awards including ZDNet PDA Software Awards and Pocket PC Awards.

In 2009, Resco entered the CRM industry with Resco Mobile CRM for Microsoft Dynamics CRM—a cross-platform mobile CRM solution with advanced customization capabilities and superior offline capabilities.

Resco has been developing mobile CRM apps for Microsoft Dynamics CRM since v4.0. Hopefully, you are not considering deploying a mobile application on CRM v4, as it is no longer supported by Microsoft. If you have not yet upgraded, read our blog post on preparing for an upgrade.

Supported versions of Microsoft Dynamics CRM on Resco Mobile CRM:

  • Dynamics CRM Online 2011, 2013, 2015 and 2016

Easy, right?! Resco Mobile CRM supports any supported version of Dynamics CRM. For those still on CRM 2011, mainstream support ended 7/12/2016, and we highly recommend you upgrade as soon as you can.

Now, on to devices. Resco Mobile CRM supports the following platforms:

  • iOS 7 +
  • Android Phone & Tablet 3 +
  • Windows Vista, 7, RT, 8.1 & 10
  • Windows 10 Mobile
  • Any device running on one of these operating systems will work


For more details, check out this Resco blog post.

Step 1: Install the Resco Mobile CRM Solution in Microsoft Dynamics CRM

You can start with a 30-day trial by downloading it. (This page requires Silverlight) Once you are ready to go live, it’s a simple process to purchase the licenses and fully activate the installation.  Note that this installs a Managed Solution in Dynamics CRM and can be easily removed if you decide to do so.

Configure CRM Mobile-19

Clicking either of the download links will provide a standard Dynamics CRM solution file in zip format.

Go to Menu > Settings > Solutions

Configure CRM Mobile-20

Select Import

Configure CRM Mobile-21

Choose the fil that was downloaded earlier and click Next.

Configure CRM Mobile-22

Select Next again.

Configure CRM Mobile-23

Select Import.

Configure CRM Mobile-24

The solution will begin importing. Be sure and Publish All Customizations when this is complete.

Configure CRM Mobile-26

Step 2: Create a mobile project your end users will connect to

Go back to the Resco install page, . http://www.resco.net/mobilecrm/woodford.html and click Install.

Configure CRM Mobile-27

When the application starts, type in your Microsoft Dynamics CRM logon credentials.

Configure CRM Mobile-28

Click ‘New’. This will create a new Project. A mobile project contains all customizations of the Mobile CRM application. This is where you can add/remove/change fields, entities, views, forms, etc.

Configure CRM Mobile-29

Type: For internal CRM users, set the project’s type to  ̍Standard Userˈ.

Priority: When more projects for the same security role are created, the one with a higher priority is used. For example, if you create two mobile projects for a role ˈSalespersonˈ, one with the priority number 10 and second with 100, the second one will be used when the application synchronizes (since it has a higher priority number).

Security role: Select the CRM security role(s) for which you want to create the mobile project. You can create different mobile versions (projects) for different users based on their CRM role, e.g., you can create a sales app just for the sales team and a customer service app for field customer service teams. Another example: You need different Mobile CRM forms for different business units.

Configure CRM Mobile-30

Open the project. If you have ever made changes to Microsoft Dynamics CRM through the Customization console, the form below should look familiar. Resco Mobile CRM follows the same user experience, so the learning curve is quite low.

We are not going to cover making changes to the application in this post. A follow-on blog post will cover making changes in both MoCA and Resco Mobile CRM. For now, we are going to use the default configuration. Just click ‘Publish All’.

Configure CRM Mobile-31

Step 3: Install the app on the device from the respective app stores

The app is the same for both phone and tablet, unlike MoCA:

CRM for Phones App CRM for Tablets App
Apple App Store Apple App Store
Android Google Play Android Google Play
Windows Store Windows Store
   
Windows Desktop  

If your users go to the store and search for the app, use the keyword ‘Resco Mobile CRM’ and make sure they select the app with this icon:

Configure CRM Mobile-32

Below is the general flow of installing the app—in this case on an Android. The iPhone is identical.

Search                                   Install                                  Select Internal User

   

 

Enter CRM login info and click ClickSync (upper right corner). The app will start syncing.

   

Ta-Da!

To learn more about Microsoft Dynamics CRM Mobile, join us for our complimentary webcast, How Microsoft Dynamics CRM Mobile Apps Improve the Way We Do Business.

By | 2018-07-22T00:14:59+00:00 August 15th, 2016|Sales & Service (CRM), Tech Tips|0 Comments
Alternative Text

Contributor: Michael Hammons

In his role as Director of Customer Experience, Mike leads initiatives to ensure a consistent, positive experience for every customer, from setting expectations in the first meeting through ensuring satisfaction upon project completion and beyond. In addition, His goal is to help customers identify ways to leverage their existing technology investments to address new initiatives and make continuous process improvements.

Leave A Comment