CREATE EXACTLY THE MOBILE CRM YOU WANT

Transcription

1 CREATE EXACTLY THE MOBILE CRM YOU WANT CWR Mobility gives you the mobile CRM you want. With our SDK, anything is possible. Advantages: Intuitive Tailor-made Can be set up per user Re-use your existing JavaScript and HTML5 skills Publish once, deployable throughout Can be used offline and online Good documentation with examples and existing code at our website Compatible with Microsoft Dynamics 2011 and 2013 Tailor-made may sound costly, time-consuming or exclusive, but our simple JavaScript Software Development Kit (SDK) is quite the opposite. It s actually a standard feature of the CWR Mobility software. And it means you can adapt your Mobile CRM yourself, using your existing JavaScript and HTML5 skills. On our website we have several descriptions about how to do it. See for yourself how easy it is! Every company has different mobile CRM requirements. After all, CRM is used in different departments for different reasons. Some companies tend to use it more as an extensive telephone book, while others use its complete functionality. What s more, end users place different demands on CRM. Mobile CRM can be critical for commercial and field service employees and especially the staff on the road. General support staff however, may not need mobility, and it s worth considering which users use which devices. It may be that one user only needs to use the mobile CRM application to register conference attendees, while another needs to easily access the sales status next to suppliers contact details.

2 At CWR Mobility, we understand these different demands. That is why our software helps you make your CRM as mobile as you want it to be for different user groups. So that it suits you exactly. Flexible, scalable and uncomplicated, our SDK means your CRM will work the way you want it to instead of you having to work the way your CRM wants you to! The 4 elements of our SDK Our JavaScript SDK contains 4 different elements: 1. Form Scripts Form Scripts are used to validate the information in a form or to dynamically change the form while filling it. 2. Form iframes An iframe is a set of HTML5 and JavaScript files used to extend the user interface and behavior of a form. An iframe can be used online and offline and can communicate with the form. A typicalexample of the use of an iframe is a Google map in the contact form. 3. Form Actions A Form Action is a set of HTML5 and JavaScript files to perform a certain action in the context of an entity form. Examples of Form Actions are Attach Picture and Signature Form. It works in a similar way to form customization in Microsoft Dynamics CRM. Dynamically - rendered forms are displayed and automatically updated to reduce errors and save time. The business benefits of real-time calculations and quality checks are now easily delivered in the Mobile CRM user experience using JavaScript. The Attach Picture is a Form Action that can be added to any entity that has related Notes. The Form Action allows you to take a photo or choose one from your media library and attach it to a note.

3 The Signature Form Action allows the user to set a signature which is then stored as an image in a note attachment. Just as with the Attach Picture, you can use this Form Action on any entity that has related notes. 4. Sitemap extensions A Sitemap Extension is a set of HTML5 and JavaScript files used to extend the sitemap with custom menu items that can launch custom pages. The sitemap extensions can be used online and offline. CWR Mobile CRM makes it easy to customize CWR Mobile CRM using JavaScript, whether you're a CRM user, analyst, consultant or developer. With the enhanced CWR Mobile CRM Configurator, you can now quickly and easily customize mobile forms to optimize data entry, information presentation, and user interaction. It works in a similar way to form customization in Microsoft Dynamics CRM. Dynamically -rendered forms are displayed and automatically updated to reduce errors and save time. The business benefits of real-time calculations and quality checks are now easily delivered in the Mobile CRM user experience using JavaScript. Our SDK offers a range of possibilities and the five main advantages are: 1. Meet different needs Meet the specific needs of demanding mobile usage scenarios. Create dynamic pick-lists, calculate fields, and show or hide fields. 2. Easily create event-based scripts for CWR mobile forms The Customization Editor in the CWR Mobile Configurator forms designer enables JavaScript code to be entered easily so as to customize mobile form behavior. It works similarly to form customization in Dynamics CRM. The CWR JavaScript SDK supports scripting based on OnLoad, OnChange, and OnSave events, in a similar way to Dynamics CRM scripting events. 3. Publish once, deploy everywhere Scripting customizations become a part of the metadata description of the

4 mobile form, and are then easily deployed to all mobile devices and platforms using the CWR Mobile Configurator. Write once, run everywhere customization provides an efficient cross-platform solution. JavaScript code runs on all supported mobile devices and mobile platforms (ios, Android, Windows Phone or BlackBerry ), so customizers do not have to deal with mobile complexity. 4. Work offline and online We've added the ability to customize mobile forms in a completely offline mode. Everything you can script on the form, you can script in your iframe. We've extended the Sitemap with custom menu items that launch your own custom pages, online and offline, with full access to the JavaScript SDK. Once deployed using the CWR Mobile Configurator, mobile scripting customizations operate seamlessly in offline scenarios as well as in online scenarios. 5. Work intuitively Event-based scripts for CWR mobile forms are easy to create. The Customization Editor enables easy entry of JavaScript code to customize mobile form behavior in a way that s similar to how form customization is carried out in Dynamics CRM.

5 Our SDK in action: Example 1 Imagine you sell two types of membership, Silver and Gold. The Gold membership offers more possibilities than the Silver membership, and you want to be able to see this in your CRM. If someone has Silver membership, you don t want to see the Gold membership options in your mobile CRM. Our JavaScript SDK makes this possible. As shown in this simple example, you can add a lot of functional capabilities to your CRM.

6 Our SDK in action: Example 2: Sitemap Extension: Show Installations on Map

7 Our SDK in action: Example 3: iframe: custom button and show on map

8 So why get excited about it? Our solution accomplishes our goal of giving our customers system administrator tools that they don t have to relearn tools that are easy and simple to use. CWR Mobile CRM is one of the few mobile platforms for Microsoft Dynamics CRM (2011 and 2013) that supports client-side form scripting through its SDK, and more functionality is being added with each release. As CRM and XRM applications increasingly rely on scripting within the form, that scripting will now be available on any mobile platform CWR supports. And it s something that you already know how to do. It s available right now, and it s a winning combination for everyone