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  • Joe Wichowski 7:22 am on July 31, 2013 Permalink | Reply
    Tags: iPad,   

    Microsoft Dynamics CRM Online Fall ’13 Rollout is coming in November 

    crm_2013_update

    Got our notice today – most of our customers will be getting the Fall ’13 update to CRM in November.  Here’s the list of items we are excited about:

    1. Finally – a built-in iPad interface – For too long, Microsoft CRM has “snubbed” the iPad in favor of Surface Pro.  But finally, Microsoft gives in, and CRM (including the customizations) will work as-is on an iPad.  This capability will take the form of an “App” on the iPad, but in practice, it will require a data connection (at all times) to utilize – meaning there will be no offline access.
    2. “Clicky” Interface – The user interface has been a bit redefined (or re-imagined?) to be more touch in nature.  This should bode well as tablets emerge as the go-to device for sales professionals.  In addition, one can imagine that office managers, leveraging CRM’s development capabilities as a workflow tool, can interact easier with employees engaged in work orders directly on the floor.
    3. Process-Based forms – In the Fall 2012 update, Microsoft introduced process-based forms for Leads, Accounts, and Opportunities.  This has been expanded to be allowed for “all” forms.  So, perhaps a Customer Service issues needs to go through a 3-step process, with specific information that must be gathered before  the next stage can begin – this can all be accomplished without writing code.  Here at Traction, we use these types of capabilities to help the software “walk a user through” the process, which requires less training up-front.

    Things to note:

    1. There will be no support for Windows XP.  This means that if you are running Windows XP, you will need to upgrade those PCs to at least Windows 7.
    2. Terminal Services 2003 is also no longer supported.  So if you have an older TS farm, you will be required to upgrade.
    3. The new interface will take some getting used to – this update will probably require a training session in order to effectively rollout to your team.
     
  • Joe Wichowski 10:39 pm on February 20, 2013 Permalink | Reply
    Tags: iPad,   

    Sad sad sad… Microsoft CRM Online r8 still missing iPad interface… 

    Kill Bill

    To my dismay, and utter disappointment, the r8 update to Microsoft CRM Online for our customers did not include cross-browser functionality for iPads.  Instead, users are still greeted with the same old (and lame, I might add), Mobile Express interface.

    This is extremely upsetting.  Yet again, I must apologize to our customers for being misled by unattainable timelines.  I am unsure of what Microsoft’s strategy is, but right now, it really feels disjointed.  Almost as if there are too many hands in the pot.

    While I agree that releasing a product with the stamp of “It’s good enough…” is not the way to go, I do feel that a company like Microsoft (with their $$ Billions and $$ Billions in the bank) should be able to throw enough resources at this to get it out the door when promised.

    For now, if you are looking for an iPad solution, I have since recommended to my customers to purchase an OnLive Desktop account and browse via its Virtual Desktop.  Access is speedy, and since it uses regular Internet Explorer, it at least gets sales professionals functional with their iPads.

    (Note:  We have tried the “User Agent” switching thing with some other browsers available on the iPad – but there are too many errors with that solution.  The OnLive solution provides for a perfect rendition of CRM – albeit with a few additional clicks that they shouldn’t have to do, and $5 more per user per month for the OnLive account).

     
  • Joe Wichowski 2:02 pm on July 5, 2011 Permalink | Reply
    Tags: , iPad,   

    Office365 here we come… 

     

    Today marks our switch to Office 365 as a company.  So far so good – some points to notice:

    1. If you aggregate “multiple accounts” using POP or IMAP into Office 365, polling only happens once per hour.  This means a delay in “old email” if you don’t switch over the mail domain pointer.
    2. Adding a “global address book” is a klunky process (you need to use PowerShell).  Not as easy as an “export/import” function.
    3. Functionality on my iPad is actually quite good.  I can pretty much do all of the Web Outlook functions, which is very nice.

    We’ll keep you posted…  If you have any specific questions, ask away…

     
  • Lisa 12:04 pm on February 25, 2011 Permalink | Reply
    Tags: iPad   

    JUST Released! The new Motorola Xoom! It is supposed to be in competition with the Apple I Pad. It has the Android 3.0 honeycomb Operating System. Some features include a HDMI port, USB port, 32 GB Hard drive, 1GB RAM, and front and rear facing camera.

    It is available with 3G and upgradeable to 4G, or you can just stick with WiFi.

    The questions is, will it be able to stand against the I Pad 2?

    Best Buy Leak: Motorola Xoom Release Date and Price - Just Like We Expected

     
  • Lisa 3:03 pm on February 23, 2011 Permalink | Reply
    Tags: iPad   

    There is an awesome new app for the IPad. It is called iDisplay and with this tool you can use you IPad as a second monitor. It is only $4.99 for the app. You can use it with windows or a mac.

     
  • Kurt Higley 4:37 pm on December 7, 2010 Permalink | Reply
    Tags: iPad   

    Apple is right on schedule. Version 2 of their product 1 year after the original.

    Only speculation as to what upgrades are going to be there, but almost every site thinks there will be a front facing camera.

    Ipad2 due in the next 100 days

     
  • Kurt Higley 8:25 am on November 23, 2010 Permalink | Reply
    Tags: iPad   

    OS 4.2 for the iPad is here. Airprint only works with 11 printers at the moment => http://www.apple.com/ipad/features/airprint.html

    Let hope that some drivers/firmware updates come out soon.

    Printers are inexpensive but not going to run and buy a new printer just to print from my iPad.

     
  • Joe Wichowski 10:39 am on November 21, 2010 Permalink | Reply
    Tags: iPad   

    Unfortunately, iOS 4.2 is still delayed for the iPad. I’m really looking forward to the “print” feature. It will take me one step closer to being laptop-free.

    Now here’s hoping LogMeIn updates their iOS app quickly to allow for remote printing as well. I can then print documents from my desktop in the office directly from my iPad.

     
  • Joe Wichowski 4:16 pm on November 7, 2010 Permalink | Reply
    Tags: iPad,   

    iPads are the holy grail for sales teams 

    I am pretty gung-ho on my iPad. I cannot be separated from it. It is such a useful tool to me, that I bought one for every single one of my employees.

    I want them to really put it through its paces. My goals is to “run my business on my iPad”. For that, I feel our current system (TeamWork, which is based on Lotus Notes) needs a paradigm shift. It is my intent to create a new platform, taking all of the best items from TeamWork, and extending that functionality to the iPad.

    I think if we are successful, we will have a great tool for sales teams. The iPad is a great presentation device. I can “get close” to my prospect. I can swipe through sales slides. I can show pictures and play sound. All without having to type on a keyboard. It is a natural sales tool when in front of the customer.

    But its weakness is its “slide out keyboard”. Although I am fairly good at typing on it, it is not ideal – I would rather just quickly check some boxes to track my activity. Also, “popup pick lists” from Salesforce.com or other online CRM systems all open a brand new window in the Web Browser.

    Instead, I plan on challenging my team to make TeamWork work “as expected” when running on the iPad, and bridging the two worlds of desktop application (with a large screen and keyboard), and iPad application (with a somewhat smaller screen and no keyboard).

    If we can do that, then we can offer sales teams a tool that will really up their productivity – small, lightweight, extremely functional, great for impromptu presentations, and all-day battery life.  Or at the very minimum, I can use it!

     
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