How Microsoft Dynamics CRM 2015 tablet apps improve offline content handling

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.

The Microsoft Dynamics CRM 2015 tablet app makes significant progress in its handling of offline content. Most importantly, it introduces the ability to create draft records while disconnected from the internet on Windows 8.1, IOS, and Android versions of CRM for Tablets. As with any new software, there are some details for users to be aware of, as well as even more areas to be excited about for the future.


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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. 

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