Mobile Options for Microsoft Dynamics 365 Ivan Stano, Resco.Net #CollaborateCanada

Resco.Net 18 years in business 100+ countries 500+ partners Bratislava, Slovakia Boston, MA 18 years in business 100+ countries 500+ partners 1,900+ corporate customers 100,000+ licensed users

Mobile Technology and Trends

Resco Statistics 60% Android 10% Windows 30% iOS (mostly phones) Actual Daily Usage 50% Android 45% iOS 5% Windows 60% Android (mostly phones) 30% iOS 10% Windows (9.9% tablets)

Android OS Release Pace (Lollipop) Android 7.0 (Nougat) Android 6.0 (Marshmallow) Android 8.0 (Oreo) 2014 2015 2016 2017

iOS Release Pace iOS 8 iOS 10 iOS 9 iOS 11 2014 2015 2016 2017

Dynamics CRM for Phones and Tablets

Supported versions of Microsoft Dynamics CRM CRM for Phones: Dynamics CRM Online 2015 Update 1 (or later) Microsoft Dynamics CRM 2016 On Premises Service Pack 1 (or later) CRM for Tablet CRM 2015 (only iOS 7,8 and 9) Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM 2016 on-premises (only iOS 7,8 and 9) Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1 (only iOS 8.1 and above)

Supported Mobile Devices Platform Versions Minimums iPhone 8.1 and above 1 GB (RAM) Android Phone 4.4, 5.0, 6.0 Windows Phone 8.1 8.1 and 10 Windows Phone 10 Windows 8 iPad Generation 3 and above 9-inch screen and larger Android Tablets: Samsung Galaxy Tab 4 4.4 7-inch screen or larger, optimized for 9-10 inch screens Samsung Galaxy Tab S Google Nexus 4.2 and above Samsung Galaxy Tab 3 4.2.2 Asus Transformer Pad Infinity TF700 4.2 Samsung Galaxy Note 10 4.3

Dynamics CRM for Phones and Tablets Quick CRM access Includes most of the Sales and Custom Entities Supports multi-entity search Task flows support

New Stuff and Improvements Mobile offline experience “…you now have access to a richer offline experience…”* 2 Options: Seamless mobile offline synchronization Offline drafts Background Synchronization *Dynamics 365 (on-premises) the mobile offline drafts feature removed * Quote from: https://www.microsoft.com/en-US/dynamics/crm-customer-center/what-s-new.aspx#MobileFeatures

New Stuff and Improvements Mobile enhancements Service reps can search for, view, create, and edit knowledge articles Sales professionals can manage quotes, orders, and invoices 2016 Mobile Controls: Calendar, Star, Arc Knob, Bullet Graph, Linear Slider

2017 Improvements New purpose-based mobile apps (Power BI, Task Flow) Improved Offline experience: Background Sync Enhanced Conflict Resolution (highlight changes) Enhanced Sync Filters UX Refresh – clean, easier to interact with Workspace – one stop shop for critical actions Rich Controls – stacked component, in line notes, editable grids

Limitations No support for advanced configuration/customization (except for JavaScript) Quotes, Orders, Invoices – no offline support!!! Work Orders, Agreements, Customer Assets, Time Off Requests in online only No support for: Campaign, Contract, Goal, KBArticle Marketing List, Sales Literature, Service/Service Appointment Fewer mobile devices

Limitations No external users support Limited SharePoint support (view only) Offline experience uses Azure DB to sync to CRM

Resco

Resco Mobile Platform Mobile App Woodford 9/13/2018 10:25 AM © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

CRM Data & Customization Sync 9/13/2018 10:25 AM Architecture Quick & direct access easy to deploy no middleware no additional cost fast synchronization CRM Data & Customization Sync Client Application Customization tool © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Supported versions of Microsoft Dynamics 365/CRM Online On Premise Partner Hosted 2016 | 2015 | 2013 | 2011 | 4.0 AD + http/https | IFD | ADFS | AD + VPN | Internal Network Sync

Supported Mobile Devices Platform Version iOS 7+ Android Phone and Tablet 3+ Windows 10, 8.1, 7, Vista, RT Windows 10 Mobile Any device running on one of these OS works

Resco Modules Route Planning Security Auditing

Demo

Field Service- Dynamics 365 Mobile

Field Service- Dynamics 365 Mobile based on Resco

Limitations Approximately 1 version behind current Resco version Limited to field service scenario only No support for sales entities Limit of up to 10 custom entities

Q & A

ivan@resco.net | www.resco.net Thank You ivan@resco.net | www.resco.net #CollaborateCanada