Microsoft Dynamics CRM Mobile Express for IOS and Android

Microsoft Dynamics CRM Mobile Express for IOS and Android

To access Microsoft Dynamics CRM Mobile Express on your mobile phone, follow the instructions below.

Mobile Express for IOS

    • Select a web browser (i.e. Safari, Chrome, Firefox).
    • Using the web browser, type in your MSCRM server name and add a "/m" at the end.  For example, https://crmexample.toplineresults.com/m
    • You will be prompted to enter your login information on the next screen.
    • For quick access, you can create an icon on the main screen. Note, the instructions are different for each browser.  Below are instructions on how to add an icon using Safari.
      • Safari
        • Select the icon at the top of the screen that looks like a box with an arrow pointing up.
        • Click the "Add to Home Screen" icon.
        • You can change the name of the icon to whatever you like.
        • Tap "Add."
        • A new icon has been placed on your home screen.

Mobile Express for IOS

  • Special note for Safari: Sometimes the user credentials are not auto-filled on the website.  With the latest iOS operating system, selecting a button on the keyboard will autofill this log-in information for you.  In order for this to work, your log-in information should be saved in the Safari settings.
    • Tap on the username field.
    • You will notice when the keyboard comes up, there is an “AutoFill Password” option.
    • Selecting this will enter your username and password automatically.
    • If you need to change your passwords, you can find this option under Settings> Safari> Passwords.

AutoFill Password

Mobile Express for Android

  • Select a web browser (i.e. Chrome, Firefox).
  • Using the web browser, type in your MSCRM server name and add a "/m" at the end.  For example, https://crmexample.toplineresults.com/m
  • You will be prompted to enter your login information on the next screen.
  • To create an icon on the main screen, each browser is different. Please follow instructions below.
    • Chrome
      • Select ellipses to show menu bar.
      • Tap the “Add to Home Screen” button.
      • You can change the name of the icon to whatever you like.
      • Click "Add."
      • An icon will now be added to the home screen.

Ellipses

Android HomeScreen

  • Firefox
    • Tap and hold on the browser bar to load additional menu.
    • Tap the “Add to Home Screen” button.
    • A new icon will be added to the home screen.

Firefox Home Screen

For more tips on using Microsoft Dynamics CRM for mobile, sign up for our email newsletter:  http://www.toplineresults.com/contact-us/.


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