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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:
    • Roles
      • Business Management tab
        • Organization Settings Enable Read, level Organization
        • 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
        • Form Enable Read, level Organization
        • View Enable Read, level Organization
        • Workflow Enable Read, level Organization
        • System Job Enable Read, level Organization
        • Export Customizations Enable
    • 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 6.0 Professional, Standard, and Classic
  • Windows Mobile 5.0 Pocket PC/Pocket PC Phone Edition (including Palm Treo 700w)
  • Pocket PC 2003 (including Phone Edition)

Supported Connection
  • Just conntect your mobile device to Internet - using any kind of connection

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