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

3. 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

4. Mobile Technology and Trends

6. 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)

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

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

10. Dynamics CRM for Phones and Tablets

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

12. 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

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

14. 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:

15. 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

16. 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

17. 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

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

19. Resco

20. 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.

21. CRM Data & Customization Sync
9/13/ :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.

22. 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

23. 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

24. Resco Modules
Route Planning
Security
Auditing

25. Demo

26. Field Service- Dynamics 365 Mobile

27. Field Service- Dynamics 365 Mobile based on Resco

28. 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

29. Q & A

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