We know a way to work around this limitation. For now, the email icons sends users outside of the CRM app and is not tracked with Set Regarding. The button to make a phone call is now easier to locate on Accounts and Contact records. Individual phone numbers would be visible and users choose which to call. In the Tablet app, this is always expanded as one of the tabs on the form. Any blank fields remain visible and everything is editable that is enabled to be.When users tap on the Process bar, as shown below, it will expand full screen to enable interaction. Note the process bar stays on top the entire time. Users must explicitly save to persist their changes or choose to cancel their action.Īs you can see from the legend at the bottom of the form, we swiped one tab over to see the first tab on the form. The Express form when editing a record would show any fields that are blank.

Navigating from this record triggers saving, just like the Tablet app. Users can edit the values in the Header fields right from here. It now displays the Header fields, Related Records, Owner and Process bar, all in the first Tab. This is the deafault landing screen for a record. To edit data, user must eplicitly tap Edit icon to do so. The Form loads in a very simple read-only view showing only the fields that contain data. Remove one column if entity uses an Image. Here are a few screenshots and features side by side comparing the two Phone apps:Ĥ columns are now visible and Primary Name field will always take the largest font and be first. There are a number of items that are different in this app from the tablet app, however-namely the Views are limited to just a few columns and some of the preview features are not yet available.Ĭheck out this video from Microsoft showing off a few the features of the new CRM for Phones app. Users simply swipe left and right along the Dashboards and Forms to see all of the same content. Imagine the features of the CRM for Tablet app adapted to the smartphone small screen size-one tab at a time. And it's also a supported feature for the new CRM for Phones app! There have not been any announcements if this is coming to other platforms outside of Windows at this time, but we sure hope so. Very useful!Ĭortana voice commands will continue to work on Windows 10 Mobile when it launches later this year.

These commands allow you to use voice command on your Windows phone to open the app, find records or jump straight to creating a new record. What is new for 2015 version is support for Cortana voice commands, which is an exclusive feature for Windows phones. It also closely mirrors the Mobile Web Express experience. The CRM for Phone Express app is the same app that we've had since CRM 2011. *New* CRM for Phones app logo (same as tablet)

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