Dynamics CRM Online User interface for IPAD released

So the wait is over and you can now access Dynamics CRM 2011 online on an iPad in a supported manner, but wait their is a caveat! You have to have accepted the Polaris updates as the iPad expereince only supports the new look and feel of the Updated Polaris forms. What does this mean?

Well you have to have accepted the product update via the new administration screen and updated the new forms for Polaris with your set of fields and have deployed the new form to a set of users either by default or by defined security roles. The caveat is that the new Updated forms have a few limitations which if managed are probably ok for an on the road iPad experience, summarised below:

  1. No javascript on any event
  2. No ribbon extensions
  3. Can display web resources
  4. Certain form areas are locked i.e. social pane, contacts and bing maps
  5. Navigation area read  only

So what does the new iPad experience look like and what can I do with it:

Ipad UI 1

Ipad UI 2

So what you need to know specifically about this user interface is:

  • As it is based on Polaris it is designed to load quicker, notice no ribbons
  • The main home page displays the workplace only with the option to switch to Mobile Express to access more record types
  • I can work with Dashboards but not create dashboards
  • It only supports the new UI for displaying record, classic form is not supported. If you have disabled the new UI (i.e. through security role), then the Mobile Express form is displayed instead.
  • If you select any lookup that is not to the Account, Contact, lead or Opportunity then Mobile Express is displayed
  • Works on latest version of Safari
  • No offline capability you need a network access

In summary, a great advancement for mobililty access and supports the mobile sales team with access to core user friendly CRM data.

 

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