Use Case Corner—Mobile Portal: Extending the Reach of Microsoft CRM

Now that you've mastered Microsoft CRM in the Outlook client, let's look at another interface to access customer information. Dynamic Methods Mobile Portal for Microsoft CRM offers a view of customer data, including sales and service activities and history on mobile devices.

Mobile Portal's look and feel is similar to Microsoft CRM. Where possible icons, color schemes, and drill-down functionality match that of Microsoft CRM. The interface and functionality has been optimized for PDA screen sizes, therefore, screen taps and need for scrolling are minimized.

Access Customer Data

With Mobile Portal, you have the ability to view live customer data when connected wirelessly, or to ...

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