1. Instruction Manual for using DynamicsCRM Mobile App
LYH Data Application
Instruction Manual for using
DynamicsCRM Mobile App

2. Dynamics CRM for phones
Step 1: Download App
iPhone
Android
Type the exact words:
Dynamics CRM for phones

3. Click the cloud or “install” button to download the app
Step 1: Download App
iPhone
Android
Click the cloud or “install” button to download the app

4. Step 2: get started https://loveyourheart.crm.dynamics.com iPhone
Android
On your iPhone or Android, type:

5. Step 2: get started
iPhone
Android

6. Step 2: get started iPhone Android
This is what you should see on your screen... Go to the next slide

7. Step 2: get started
iPhone
Android
If you are a COUNTY EMPLOYEE, go to the next slide If you are a NON-COUNTY EMPLOYEE, go to slide #12

8. Step 2: get started FOR COUNTY EMPLOYEES ONLY
iPhone
Android
FOR COUNTY EMPLOYEES ONLY
Leave the “password” field blank
Click “Sign in” when finished

9. Step 2: get started iPhone Android
It is now redirecting you to the InSite page… go to the next slide

10. FOR COUNTY EMPLOYEES ONLY
Step 2: get started
iPhone
Android
FOR COUNTY EMPLOYEES ONLY
Click “Continue to Sign In”

11. FOR COUNTY EMPLOYEES ONLY
Step 2: get started
iPhone
Android
FOR COUNTY EMPLOYEES ONLY
Enter your County desktop USERNAME and PASSWORD

12. FOR NON-COUNTY EMPLOYEES ONLY
Step 2: get started
iPhone
Android
FOR NON-COUNTY EMPLOYEES ONLY
Password: LYH2016!
“xxx” should be a 3-digit number unique to the site you are assigned to, please contact your site nurse for that number.

13. Step 3: ENTER YOUR INFO
iPhone
Android
This is the app homepage. Please click this icon on the top right corner.

14. Step 3: ENTER YOUR INFO
iPhone
Android
Click this one

15. Step 3: ENTER YOUR INFO
iPhone
Android
Click this plus sign to enter the patient’s information.
You need to click this button to enter each new patient’s information.

16. Step 3: ENTER YOUR INFO
iPhone
Android
This is the page where you enter a new patient’s information. Go to the next slide to see a sample page.

17. Step 3: ENTER YOUR INFO SAMPLE INFORMATION
iPhone
Android
SAMPLE INFORMATION
To save the information, click the “save” button.

18. QUESTIONS? CONGRATULATIONS! YOU HAVE SUCCESSFULLY INSTALLED
THE APPLICATION
If you have any questions, please contact:
Sharon Qin C: