SA

Folks,

All I need to know if your mobile express allows you to schedule
'Appointments' via the mobile pda ? So far I add the entity but its not
editable ...?

Pls help

Larry Lentz [CRM MVP]

I had the same experience and question. I asked it of the other CRM MVPs and
that was the experience of all. Pretty much limits the usefulness of CRM
Mobile Express.

"SA" wrote:

> Folks,
>
> All I need to know if your mobile express allows you to schedule
> 'Appointments' via the mobile pda ? So far I add the entity but its not
> editable ...?
>
> Pls help
>
>
>

SA

Thanks Larry. wish I had asked earlier.

"Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com> wrote
in message news:1302E772-3795-4CA0-B0D4-E61F293E4AE9@microsoft.com...
>I had the same experience and question. I asked it of the other CRM MVPs
>and
> that was the experience of all. Pretty much limits the usefulness of CRM
> Mobile Express.
>
> "SA" wrote:
>
>> Folks,
>>
>> All I need to know if your mobile express allows you to schedule
>> 'Appointments' via the mobile pda ? So far I add the entity but its not
>> editable ...?
>>
>> Pls help
>>
>>
>>

SA

Larry,

What are your thoughts on , non express version ? Is that any good ?


"Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com> wrote
in message news:1302E772-3795-4CA0-B0D4-E61F293E4AE9@microsoft.com...
>I had the same experience and question. I asked it of the other CRM MVPs
>and
> that was the experience of all. Pretty much limits the usefulness of CRM
> Mobile Express.
>
> "SA" wrote:
>
>> Folks,
>>
>> All I need to know if your mobile express allows you to schedule
>> 'Appointments' via the mobile pda ? So far I add the entity but its not
>> editable ...?
>>
>> Pls help
>>
>>
>>

Larry Lentz [CRM MVP]

I haven't used the 'regular' CRM Mobile with 3.0 but I did use the 1.2
version and found it quite good. It pretty much let me do just about
everything I could do on line, but on a smaller screen. I found that with the
great integration with Outlook, I didn't have as much of a need for the CRM
Mobile with 3.0 as I did with 1.2. Plus the installation of both are pretty
tricky. I had to get PSS help to get 1.2 running, and it took them a while as
it was.

The disadvantage of CRM 3.0 Mobile, as I understand it, is that it doesn't
support certain things. Not for sure what those are since I haven't played
with it. I believe Cases was one and I use Cases a lot. Unfortunately the
Mobile Express has very limited functionality and therefore has limited
usefulness. But, it does give you access to CRM data from just about anywhere
if you have a web enabled phone. I'm hoping they'll come out with a Mobile
version for 4.0 though it's not being talked about yet.

"SA" wrote:

> Larry,
>
> What are your thoughts on , non express version ? Is that any good ?
>
>
> "Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com> wrote
> in message news:1302E772-3795-4CA0-B0D4-E61F293E4AE9@microsoft.com...
> >I had the same experience and question. I asked it of the other CRM MVPs
> >and
> > that was the experience of all. Pretty much limits the usefulness of CRM
> > Mobile Express.
> >
> > "SA" wrote:
> >
> >> Folks,
> >>
> >> All I need to know if your mobile express allows you to schedule
> >> 'Appointments' via the mobile pda ? So far I add the entity but its not
> >> editable ...?
> >>
> >> Pls help
> >>
> >>
> >>
>
>
>

SA

Thanks again Larry. you said you did'nt need the CRM mobile because of
integration with outlook..??
Does it mean you have found another way to use CRM via a PDA or you just
don't go mobile at all ..?


"Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com> wrote
in message news:AC451D6D-E8FC-4F51-828E-5E3BDC5DB1D5@microsoft.com...
>I haven't used the 'regular' CRM Mobile with 3.0 but I did use the 1.2
> version and found it quite good. It pretty much let me do just about
> everything I could do on line, but on a smaller screen. I found that with
> the
> great integration with Outlook, I didn't have as much of a need for the
> CRM
> Mobile with 3.0 as I did with 1.2. Plus the installation of both are
> pretty
> tricky. I had to get PSS help to get 1.2 running, and it took them a while
> as
> it was.
>
> The disadvantage of CRM 3.0 Mobile, as I understand it, is that it doesn't
> support certain things. Not for sure what those are since I haven't played
> with it. I believe Cases was one and I use Cases a lot. Unfortunately the
> Mobile Express has very limited functionality and therefore has limited
> usefulness. But, it does give you access to CRM data from just about
> anywhere
> if you have a web enabled phone. I'm hoping they'll come out with a Mobile
> version for 4.0 though it's not being talked about yet.
>
> "SA" wrote:
>
>> Larry,
>>
>> What are your thoughts on , non express version ? Is that any good ?
>>
>>
>> "Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com>
>> wrote
>> in message news:1302E772-3795-4CA0-B0D4-E61F293E4AE9@microsoft.com...
>> >I had the same experience and question. I asked it of the other CRM MVPs
>> >and
>> > that was the experience of all. Pretty much limits the usefulness of
>> > CRM
>> > Mobile Express.
>> >
>> > "SA" wrote:
>> >
>> >> Folks,
>> >>
>> >> All I need to know if your mobile express allows you to schedule
>> >> 'Appointments' via the mobile pda ? So far I add the entity but its
>> >> not
>> >> editable ...?
>> >>
>> >> Pls help
>> >>
>> >>
>> >>
>>
>>
>>

Larry Lentz [CRM MVP]

I am constantly mobile. my appointments in CRM flow to Outlook and then to my
PDA. As I work appointments, I write notes on what I do. These sync right up
with Outlook via ActiveSync and then onto CRM.

"SA" wrote:

> Thanks again Larry. you said you did'nt need the CRM mobile because of
> integration with outlook..??
> Does it mean you have found another way to use CRM via a PDA or you just
> don't go mobile at all ..?
>
>
> "Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com> wrote
> in message news:AC451D6D-E8FC-4F51-828E-5E3BDC5DB1D5@microsoft.com...
> >I haven't used the 'regular' CRM Mobile with 3.0 but I did use the 1.2
> > version and found it quite good. It pretty much let me do just about
> > everything I could do on line, but on a smaller screen. I found that with
> > the
> > great integration with Outlook, I didn't have as much of a need for the
> > CRM
> > Mobile with 3.0 as I did with 1.2. Plus the installation of both are
> > pretty
> > tricky. I had to get PSS help to get 1.2 running, and it took them a while
> > as
> > it was.
> >
> > The disadvantage of CRM 3.0 Mobile, as I understand it, is that it doesn't
> > support certain things. Not for sure what those are since I haven't played
> > with it. I believe Cases was one and I use Cases a lot. Unfortunately the
> > Mobile Express has very limited functionality and therefore has limited
> > usefulness. But, it does give you access to CRM data from just about
> > anywhere
> > if you have a web enabled phone. I'm hoping they'll come out with a Mobile
> > version for 4.0 though it's not being talked about yet.
> >
> > "SA" wrote:
> >
> >> Larry,
> >>
> >> What are your thoughts on , non express version ? Is that any good ?
> >>
> >>
> >> "Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com>
> >> wrote
> >> in message news:1302E772-3795-4CA0-B0D4-E61F293E4AE9@microsoft.com...
> >> >I had the same experience and question. I asked it of the other CRM MVPs
> >> >and
> >> > that was the experience of all. Pretty much limits the usefulness of
> >> > CRM
> >> > Mobile Express.
> >> >
> >> > "SA" wrote:
> >> >
> >> >> Folks,
> >> >>
> >> >> All I need to know if your mobile express allows you to schedule
> >> >> 'Appointments' via the mobile pda ? So far I add the entity but its
> >> >> not
> >> >> editable ...?
> >> >>
> >> >> Pls help
> >> >>
> >> >>
> >> >>
> >>
> >>
> >>
>
>
>

Pere Castanyer

Hi all,

May I share some thoughts about CRM Mobile Express with you? I'm considering
using it for my sales force, but I'm having the same problem: I need to edit
oportunities and is not supported. My question is: Is not supported because
CRM mobile express don't have the code to implement it or because can't be
done ?

My idea is to use CRM express as a reporting tool and updating info to CRM
server. It can be done? Is factible? I need to use it with a Blackberry
device, perhaps is a dead end?

Thanks for you opinions,thoughts.

"Larry Lentz [CRM MVP]" wrote:

> I am constantly mobile. my appointments in CRM flow to Outlook and then to my
> PDA. As I work appointments, I write notes on what I do. These sync right up
> with Outlook via ActiveSync and then onto CRM.
>
> "SA" wrote:
>
> > Thanks again Larry. you said you did'nt need the CRM mobile because of
> > integration with outlook..??
> > Does it mean you have found another way to use CRM via a PDA or you just
> > don't go mobile at all ..?
> >
> >
> > "Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com> wrote
> > in message news:AC451D6D-E8FC-4F51-828E-5E3BDC5DB1D5@microsoft.com...
> > >I haven't used the 'regular' CRM Mobile with 3.0 but I did use the 1.2
> > > version and found it quite good. It pretty much let me do just about
> > > everything I could do on line, but on a smaller screen. I found that with
> > > the
> > > great integration with Outlook, I didn't have as much of a need for the
> > > CRM
> > > Mobile with 3.0 as I did with 1.2. Plus the installation of both are
> > > pretty
> > > tricky. I had to get PSS help to get 1.2 running, and it took them a while
> > > as
> > > it was.
> > >
> > > The disadvantage of CRM 3.0 Mobile, as I understand it, is that it doesn't
> > > support certain things. Not for sure what those are since I haven't played
> > > with it. I believe Cases was one and I use Cases a lot. Unfortunately the
> > > Mobile Express has very limited functionality and therefore has limited
> > > usefulness. But, it does give you access to CRM data from just about
> > > anywhere
> > > if you have a web enabled phone. I'm hoping they'll come out with a Mobile
> > > version for 4.0 though it's not being talked about yet.
> > >
> > > "SA" wrote:
> > >
> > >> Larry,
> > >>
> > >> What are your thoughts on , non express version ? Is that any good ?
> > >>
> > >>
> > >> "Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com>
> > >> wrote
> > >> in message news:1302E772-3795-4CA0-B0D4-E61F293E4AE9@microsoft.com...
> > >> >I had the same experience and question. I asked it of the other CRM MVPs
> > >> >and
> > >> > that was the experience of all. Pretty much limits the usefulness of
> > >> > CRM
> > >> > Mobile Express.
> > >> >
> > >> > "SA" wrote:
> > >> >
> > >> >> Folks,
> > >> >>
> > >> >> All I need to know if your mobile express allows you to schedule
> > >> >> 'Appointments' via the mobile pda ? So far I add the entity but its
> > >> >> not
> > >> >> editable ...?
> > >> >>
> > >> >> Pls help
> > >> >>
> > >> >>
> > >> >>
> > >>
> > >>
> > >>
> >
> >
> >

Jeffry van de Vuurst

CRM Mobile Express is an open source tool. Out of the box there's some
default functionality and any functionality that's not there, you can build
yourself or have it build.

I don't know the details on CRM Mobile Express functionality, but the source
code is available, so you can adjust it to your needs.

HTH,

--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
--

"Pere Castanyer" <PereCastanyer@discussions.microsoft.com> wrote in message
news:697C62F3-F705-4871-B71B-FFC4C4A958B7@microsoft.com...
> Hi all,
>
> May I share some thoughts about CRM Mobile Express with you? I'm
> considering
> using it for my sales force, but I'm having the same problem: I need to
> edit
> oportunities and is not supported. My question is: Is not supported
> because
> CRM mobile express don't have the code to implement it or because can't be
> done ?
>
> My idea is to use CRM express as a reporting tool and updating info to CRM
> server. It can be done? Is factible? I need to use it with a Blackberry
> device, perhaps is a dead end?
>
> Thanks for you opinions,thoughts.
>
> "Larry Lentz [CRM MVP]" wrote:
>
>> I am constantly mobile. my appointments in CRM flow to Outlook and then
>> to my
>> PDA. As I work appointments, I write notes on what I do. These sync right
>> up
>> with Outlook via ActiveSync and then onto CRM.
>>
>> "SA" wrote:
>>
>> > Thanks again Larry. you said you did'nt need the CRM mobile because of
>> > integration with outlook..??
>> > Does it mean you have found another way to use CRM via a PDA or you
>> > just
>> > don't go mobile at all ..?
>> >
>> >
>> > "Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com>
>> > wrote
>> > in message news:AC451D6D-E8FC-4F51-828E-5E3BDC5DB1D5@microsoft.com...
>> > >I haven't used the 'regular' CRM Mobile with 3.0 but I did use the 1.2
>> > > version and found it quite good. It pretty much let me do just about
>> > > everything I could do on line, but on a smaller screen. I found that
>> > > with
>> > > the
>> > > great integration with Outlook, I didn't have as much of a need for
>> > > the
>> > > CRM
>> > > Mobile with 3.0 as I did with 1.2. Plus the installation of both are
>> > > pretty
>> > > tricky. I had to get PSS help to get 1.2 running, and it took them a
>> > > while
>> > > as
>> > > it was.
>> > >
>> > > The disadvantage of CRM 3.0 Mobile, as I understand it, is that it
>> > > doesn't
>> > > support certain things. Not for sure what those are since I haven't
>> > > played
>> > > with it. I believe Cases was one and I use Cases a lot. Unfortunately
>> > > the
>> > > Mobile Express has very limited functionality and therefore has
>> > > limited
>> > > usefulness. But, it does give you access to CRM data from just about
>> > > anywhere
>> > > if you have a web enabled phone. I'm hoping they'll come out with a
>> > > Mobile
>> > > version for 4.0 though it's not being talked about yet.
>> > >
>> > > "SA" wrote:
>> > >
>> > >> Larry,
>> > >>
>> > >> What are your thoughts on , non express version ? Is that any good ?
>> > >>
>> > >>
>> > >> "Larry Lentz [CRM MVP]" <LarryLentzCRMMVP@discussions.microsoft.com>
>> > >> wrote
>> > >> in message
>> > >> news:1302E772-3795-4CA0-B0D4-E61F293E4AE9@microsoft.com...
>> > >> >I had the same experience and question. I asked it of the other CRM
>> > >> >MVPs
>> > >> >and
>> > >> > that was the experience of all. Pretty much limits the usefulness
>> > >> > of
>> > >> > CRM
>> > >> > Mobile Express.
>> > >> >
>> > >> > "SA" wrote:
>> > >> >
>> > >> >> Folks,
>> > >> >>
>> > >> >> All I need to know if your mobile express allows you to schedule
>> > >> >> 'Appointments' via the mobile pda ? So far I add the entity but
>> > >> >> its
>> > >> >> not
>> > >> >> editable ...?
>> > >> >>
>> > >> >> Pls help
>> > >> >>
>> > >> >>
>> > >> >>
>> > >>
>> > >>
>> > >>
>> >
>> >
>> >

Pere Castanyer

Yes I have the source code.
But I don't see any hints how to add new entity pages for editable entities.
In fact perhaps I need to go more deeper but I only have seen this function
referencing about readonly entities...but I don't know if there is a
limitation of the existing source code or that It can't be done.

Anyone has do it to show me the way?

This is the function referencing the subject:

/// <summary>
/// Some entities do not support editting and this will determine wether to
render edit link for the current entity
/// </summary>
/// <param name="entityName">Schema name of the entity being checked</param>
/// <returns>If the entity doesn't support editting</returns>
public static bool IsEntityReadOnly(string entityName)
{
// If the current entity is one the following, we must disable the edit link
if (entityName == EntityName.annotation.ToString() ||
//entityName == EntityName.appointment.ToString() ||
entityName == EntityName.email.ToString() ||
entityName == EntityName.invoice.ToString() ||
entityName == EntityName.invoicedetail.ToString() ||
entityName == EntityName.salesorder.ToString() ||
entityName == EntityName.salesorderdetail.ToString() ||
// entityName == EntityName.quote.ToString() ||
//entityName == EntityName.quotedetail.ToString() ||
entityName == EntityName.systemuser.ToString())
{
return true;
}

// Retrieve entity node
XmlNode entityNode = MobileUtility.GetEntityNode(entityName);

if(entityNode != null)
{
if(entityNode.Attributes["readOnly"].Value.Equals("1"))
{
return true;
}
}

return false;
}

-------

This function can be found on App_code/MobileUtility.cs under de
MobileAplication branch.

Is these summary notes that I fear that I'm trying to do something impossible.