How Microsoft Dynamics CRM 2015 tablet apps improve offline content handling

December 15 2014

NOTE: The following article is adapted from Microsoft MVP Joel Lindstrom's new book CRM Mobile Survival Guide. readers can use the code ‘FriendofJoel' for a discount on the paper version of the book.

About Joel Lindstrom

Joel Lindstrom is a Solution Architect and seven‐time Microsoft Dynamics CRM MVP. He has  worked for Hitachi Solutions (formerly Customer Effective) for the past 8 years. In this role he has participated in hundreds of successful Dynamics CRM deployments, leading requirements gathering, design, configuration, integration, reporting, installation, and training. 

Before working as a CRM consultant, Joel worked for Datastream Systems selling Asset Management software. Using multiple CRM systems in his job gave Joel an appreciation for CRM  software, and how CRM system design choices can impact user experience. He is passionate  about CRM user experience, as it drives user adoption of CRM.

Joel enjoys empowering users by making complex topics easy to understand. That is why he  loves Dynamics CRM: it empowers customers to make the system fit their business processes  without having to be developers. But with this power comes some considerations. It is very easy  to configure a form in Dynamics CRM, but it is also very easy to configure a form badly. 

By sharing lessons learned from many Dynamics CRM implementations, Joel's goal is to help  others learn from mistakes that he and others have made and ensure that their deployments are  successful. Joel blogs regularly at and He is a  frequent speaker at Microsoft Dynamics conferences, like the CRMUG Summit and Microsoft  Convergence. He also regularly tweets original Dynamics CRM content @JoelLindstrom.

On mobile:

Joel's first "mobile devices" were the original Diamond Rio MP3 player and a Palm Pilot in 1998.  Since then he has used many different smartphones and tablets. With the release of mobile  friendly Dynamics CRM interfaces, many Dynamics customers have expressed a variety of  reactions. Some want to do everything on a mobile device and ditch laptops, without  consideration of what using a business application in "touch first" mode really means to user  experience, and others want to hold users back in the last century and ignore the BYOD  revolution. 

Joel was inspired to write this book after implementing CRM mobile apps in multiple  deployments, in an effort to help others have realistic expectations of what works best on a  mobile device. Each device type has its own strengths and limitations, and with proper expectations and best practices, it is possible to safely and successfully make mobile an integral part of your Dynamics CRM deployment.

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