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Microsoft CRM Mobile is completely portable and designed to run on Pocket PCs and Pocket PC Phone Editions with Microsoft Windows Mobile 2003 or 2005.

Key functionality includes:

  • Create, read, update, and delete information pertaining to accounts, contacts, activities, opportunities, and leads
  • Search for and look up lists and forms
  • Place calls (using the Pocket PC Phone Edition) against any phone number linked to any of the forms
  • Activate and de-activate accounts
  • Open and close opportunities
  • Customize the application in line with individual needs

When connected to a corporate network, it is possible to synchronize data on the mobile device with data in Microsoft CRM. Connection can be made via a VPN, wireless LAN, or connected LAN.

Microsoft CRM Mobile runs on top of Microsoft SQL Server Mobile Edition for the client and on top of Microsoft SQL Server for the backend. Deployment packages, created using Mobile Deployment Manager, are used to install and configure Microsoft CRM Mobile on mobile devices and can also be used to configure device settings.

Low total cost of ownership- When preparing for their time out of the office, mobile sales representatives subscribe to the type of information they’ll need on their sales trips. The relevant data is then downloaded into the Pocket PC from the company’s central CRM database.

Once on the road and disconnected, the sales rep uses the application to plan activities. When connected again, the application provides easy access to information about the customers to be visited. Then, during the sales calls themselves, Microsoft CRM Mobile can be used to answer customer queries and update customer and opportunity information.

At the conclusion of meetings, follow-up activities can be detailed and scheduled. Because it is so easy to deploy, implement, and customize, Microsoft CRM Mobile has a relatively low total cost of ownership.

Other Applications

The following applications are designed to work hand-in-hand with CRM Mobile:

"CRM Mobile" is part of the Dynamics CRM (formerly Microsoft CRM) line of products, developed by Microsoft.