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Mobile Express for Microsoft Dynamics CRM is an optimized set of web pages specifically designed for phones and other small screen devices access CRM data. As long as your mobile device’s browser supports HTML 4.0 (or newer) and JavaScript, you have met the basic requirements to use Mobile Express and don’t need to install any other app to use with Microsoft Dynamics CRM. In this blog we will focus on how to send emails through Mobile Express.

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Introduction

As you can see from the screenshot below, out-of-the-box, there is no way create an Email Activity from Mobile Express.

Sending Emails Through Mobile Express in Dynamics CRM

This functionality may be missing is because Mobile Express doesn’t allow for formatting, email signatures, etc. The good news is, if sending a quick email is more important than the email looking “pretty”, we can do a couple of easy configurations to make this possible through this solution.

How to Configure Mobile Express to Send Email

 

  1. Create a custom activity type called “Email for Mobile”. Make sure it is available only through CRM for Phones and Tablets. This will ensure that Outlook or Web Client users don’t create these activities.

    Sending Emails Through Mobile Express in Dynamics CRM

  2. Setup a Workflow Process as below. This workflow will send an “Email” when an “Email for Mobile” activity is created.

    Sending Emails Through Mobile Express in Dynamics CRM

  3. When you login to Mobile Express, you will this this new Activity type as below.

    Sending Emails Through Mobile Express in Dynamics CRM

  4. When you tap on “Email for Mobile”, you will see the Create button.

    Sending Emails Through Mobile Express in Dynamics CRM

  5. When you tap on ‘+’, you will see a form similar to an Email.
Sending Emails Through Mobile Express in Dynamics CRMSending Emails Through Mobile Express in Dynamics CRM

6. Fill-in the details and tap Save.

Sending Emails Through Mobile Express in Dynamics CRMSending Emails Through Mobile Express in Dynamics CRM

7. On saving the form, the workflow will trigger and will create a corresponding email activity and also send the email. This email can be seen in the “My Sent Emails” view and also in the receiver’s Inbox.

Sending Emails Through Mobile Express in Dynamics CRMSending Emails Through Mobile Express in Dynamics CRM

In this way, users can send emails from Mobile Express using “Email for Mobile” and CRM will make sure that the email is not only send but is also visible in the Activity history.

Hope you like this post and if you need any help, please reach out to the CRM Experts at PowerObjects!! Stay tuned and we will bring to you more tips, tricks and CRM education from Microsoft Dynamics CRM world.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.