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Microsoft Dynamics CRM account - 4.0/3.0
- Live, Partner-hosted, On-premise
Important for a partner-hosted or on-premise version (not for Microsoft Dynamics CRM Live): - be sure that the Microsoft Dynamics CRM server is accessible by Internet (the easiest check would be to try to access it not from your computer)
- keep the web address of your server ready
- in order to create the mobile application be sure that your Microsoft Dynamics CRM account has following rights:
- Your account is required to have the following CAL license:
- Roles
- Business Management tab
- Business Unit Enable Read, level Organization
- User Enable Read, level Organization
- User Settings Enable Read, level Organization
- Role Enable Read, level Organization
- Customization tab
- Entity Enable Read, level Organization
- Attribute Enable Read, level Organization
- Relationship Enable Read, level Organization
- Workflow Enable Read, level Organization
- System Job Enable Read, level Organization
- Export Customizations Enable
- Service tab
- Contract Template, Organization level Read access
- Article Template, Organization level Read access
- Core Records tab
- E-mail Template Enable Read, level Organization
- for version 3.0 users: Restricted access Mode turned on (Settings -> Business Unit Settings -> Users: Restricted Access Mode, for details click here).
Supported Devices - Windows Mobile 6.5
- Windows Mobile 6.1 Professional, Standard, and Classic
- Windows Mobile 6.0 Professional, Standard, and Classic
Supported Connection - Just connect your mobile device to Internet - using any kind of connection
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