In this webinar, our experts showcase a variety of demo use cases of how different components of the...
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.
As you can see from the screenshot below, out-of-the-box, there is no way create an Email Activity from Mobile Express.
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.
6. Fill-in the details and tap Save.
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.
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!
This is still very applicable for all versions of CRM 2013, CRM 2015 Online and On-premise (7.0), CRM 2015 Online Spring Update 1 (7.0)
Including the new Phone Client and Tablet App.