Exciting News: Access Your Dynamics CRM Organization on the Go!
How can sales users access the organization using the Microsoft Dynamics CRM Windows Store app?
A. Modify the System Settings for the organization.
B. Assign the Delegate user role to the users.
C. Configure a server profile.
D. Enable the CRM for mobile security privilege for a security role.
The Answer is Option D: Enable the CRM for Mobile Security Privilege
To allow sales users to access the organization through the Microsoft Dynamics CRM Windows Store app, you need to enable the 'CRM for mobile' security privilege for the appropriate security role.
If you want to ensure that your sales team can access your Dynamics CRM organization using the convenient Windows Store app, you need to take the necessary steps to enable the CRM for mobile security privilege for a specific security role.
Follow these simple steps to make sure your sales users can access CRM data on the go:
1. Go to the 'Settings' area from the main CRM page.
2. Click on 'Security' in the Settings drop-down menu.
3. Choose 'Security Roles' from the Security area.
4. Select the relevant security role, such as the 'Sales' role or any custom role for your sales team.
5. Scroll down to the 'Business Management' tab and find the 'CRM for mobile' option.
6. Enable the 'CRM for mobile' privilege at the 'Organization' level.
By following these steps, you can ensure that your sales users have seamless access to CRM data on their mobile devices using the Windows Store app. Stay connected and productive wherever you go!