Inspections Demo and User Guide

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1 Inspections Demo and User Guide XRM Mobile Inspections for Microsoft Dynamics CRM Last Updated: March 2014 Planet Technologies, Inc Observation Drive, Suite 107 Germantown, MD Phone: (301) Fax: (301)

2 Contents Overview...3 Creating your own Inspection Scenario...3 Windows 8 Application...6 Sign In Screen...6 Modes...6 Offline...8 Pinning a Demo...9 Select Organization Inspections Listing Directions Lync/Skype Integration Download Inspections Inspection Details Syncing Offline Data Configuring CRM for Windows CRM Form Windows 8 Form... 16

3 Overview The purpose of this document is to provide instructions on using the XRM Mobile inspections demo application and how to build your own inspection scenario. The XRM Mobile application built on Windows 8.1 uses Microsoft Dynamics CRM 2011 or 2013 as the data repository and contains all metadata and form design information necessary for the application to function. For more information contact: Planet Technologies Phone: Toll free: 1-87PLANET11 Creating your own Inspection Scenario Creating your own Inspection Scenario is as simple as imported the following CRM solution into your CRM environment and modifying the Inspection form. 1. Download the solution from Import the solution into your CRM environment. If you do not already have a CRM environment, you can sign up for a 30-day trial at

4 3. Create your own solution so you can extend and customize the Mobile Inspections solution. 4. Open your new solution and add the Inspection entity by clicking the Add Existing button. It is not necessary to include the required components.

5 5. You can now add fields or edit the forms to extend and build your own inspections scenario. The Windows 8 form is explained later in this document and will provide the Windows 8 XRM Inspections application with the form design. 6. In order to use Bing Maps you must create a Configuration record and provide your own key. a. Visit to sign up for a developer license.

6 Windows 8 Application The XRM Mobile Inspections application is available from the Windows Store. Sign In Screen The Sign In screen supports several authentication scenarios for both Online and On-Premise authentication. This screen also provides a Work Offline mode bypassing the need for internet connectivity. Modes Choose between CRM Online and CRM On-Premise. For more information about the types of CRM deployments go here CRM Online To sign up for a free 30 day trial of CRM Online go here Authentication Type CRM Online Organizations created since July 2012 can now use Office 365 for authentication. Prior instances may still use LiveID authentication. Choose the Authentication Type that is appropriate for your Organization.

7 CRM On-Premise To learn more about CRM On-Premise go here Authentication Type Claims-Based Internet Facing Deployment (IFD) is required for authentication when running CRM On-Premise. Learn more about IFD Deployments here Server URL The server URL is the URL that is used to access the CRM On-Premise Organization.

8 Offline Signing in Offline can be done whether or not the device has internet connectivity. If the device has no internet connectivity the Sign In button will become disabled. The Work Offline button is only made available if data has first been downloaded locally. See the section on Downloading Inspections for more information on offline use. Clicking on the Work Offline button will present a list of available offline inspections.

9 Pinning a Demo Selecting a demo will display a Pin to Start button allowing the user to create a secondary tile on their Start Screen. Launching the application from the secondary tile will attempt to use offline data first. If offline data is not present then the user will be directed to the Sign In screen.

10 Select Organization After successfully signing in, the Select an Inspection list will present the user with a list of every CRM Organization they have access to. This may be useful in situations where the user needs access to multiple inspections environments. Selecting the CRM Organization will begin a download of system metadata and list of available Inspections.

11 Inspections Listing The Inspections Listing presents the user with a list of Inspections only they have access to and are currently active in CRM. Header information and quick contact information is displayed. A valid Bing Maps key is required for use of the Bing Map, see the CPA CRM User Guide for more information about configuring the Bing Map key. Lync/Skype Integration The phone icon next to the contact phone numbers will launch your default phone dialer. Download either Skype or Lync from the Windows Store to enable this feature. Refresh Clicking this will download the latest list of inspections from CRM while in Online Mode. Edit Opens the selected inspection for editing. Add New Creates a new blank inspection record. Go Offline Downloads the list of inspections currently shown in the listing. Going offline requires restarting the application and choosing to Work Offline. Directions Address information is geocoded in the CRM backend using the Bing SDK. The Latitude and Longitude is passed into the Windows 8 Bing Maps application. Using the devices location services, the application will provide turn by turn directions.

12 Directions Clicking on the Directions button will separately launch the Bing Maps application displaying the route to the selected inspection location. Lync/Skype Integration Clicking on the phone icon will launch the default dialer.

13 Download Inspections Clicking on the Download button will download all Inspections on the user s screen to local storage. If data is already present, then a warning message will be presented. After downloading the Inspections the user must close and re-open the application to run in Offline Mode. The Work Offline button will now be available on the Sign-In screen.

14 Inspection Details The Inspection Details screen will reflect the design of the CRM form labeled Windows8. This form must exist in CRM on the Inspection Entity for this screen to work properly. For more information see Configuring CRM for Windows 8. Save Clicking Save will either save directly to CRM or local storage depending on how the user signed into the application. See the section on Syncing Offline Data when working in offline mode. Take Photo By clicking Take Photo the camera application will launch. The user will be asked to grant permission to use the camera hardware. Photos taken will be saved into the CRM Notes section. Signature By clicking Signature the user is presented with a signature pad. A Name and Comment field are using to identify the signature. The signature is converted into an image and saved as an attached on the record in the CRM Notes section.

15 Syncing Offline Data When offline data is present the user will be presented with the option to Sync the data online or delete it. This is only available after a user download the data on the Inspections Listing screen. It s important to know if the data has already been updated since the last download as this will overwrite it regardless.

16 Configuring CRM for Windows 8 CRM Form A form labeled Windows8 in CRM is required for the Windows 8 application to function. This form will provide the design layout of the Inspection Details screen in the Windows 8 application. Windows 8 Form CRM Forms are organized by Tabs, Columns and Sections. The Windows 8 form will follow the same principal layout. A tab can contain one or two columns containing unique sections. Each section defines the label position of the underlying controls (i.e. Top, Left). The controls are dynamically built based on the data type of fields in CRM and include properties such as label width and visibility.

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