Many of our clients ask if they can access Microsoft Dynamics CRM 2011 on their phone or tablet. The answer is an emphatic yes assuming your phone is web enabled – Microsoft provides a solution at no extra charge when you become a customer. The solution is called Mobile Express and while you can't do everything you might be used to (that's what they mean by express), it is great for grabbing phone numbers, updating records and other quick tasks. The short video below will show you exactly how to access Mobile Express and also give you a preview of what functionality to expect. There are other 3rd party options of course, but it can't hurt to look at the one you already paid for.
About Patrick Lewis
As the Director of Business Outcomes and CRM Success, Patrick has more than 25 years in customer relationship management. He’s worked across Manufacturing, Professional Services, Sports, and Financial Services industries. Patrick’s primary areas of focus are organizational change management, and business process.