MobileAccess includes out-of-the-box support for over 50 CRM entities, including: Accounts, Activities, Addresses, Announcements, Appointments, Attachments, Campaigns, Campaign Activities, Campaign Responses, Cases, Competitors, Contacts, Contracts, Contract Details, Currencies, Customer Relationships, Documents, Emails, Equipment/Facilities, Faxes, Invoices, Invoice Details, Leads, Letters, Marketing Lists, Marketing List Members, Notes, Opportunities, Opportunity Products, Opportunity Relationships, Orders, Order Details, Phone Calls, Price Lists, Products, Quotes, Quote Details, Sales Literature, Saved User Queries, Service Appointments, Services, Sites, Subjects, System Users, Tasks, and Territories.

All the standard CRM record functions are supported including: Add, Edit, View, Delete, Activate, and Deactivate.

Some CRM entities contain specialized workflow, with MobileAccess, users can continue to execute these functions from their enterprise smartphones while they have wireless access. The following entity workflows are supported:

• Cases: Resolve, Cancel, Reactivate, Resolve
• Invoice: Paid, Cancel
• Leads: Convert, Reactivate
• Opportunities: Reopen, Close
• Orders: Fulfill, Cancel
• Quotes: Revise, Close

Allows users to take a picture from their smartphone while editing a CRM record and have a thumbnail image automatically generated and embedded in the form with the full-sized image uploaded into CRM as an attachment. This feature may be enabled for attributes on any CRM entity.

MobileAccess extends the standard CRM data types with specialized support for Barcode, GPS, Picture, Signature Capture (Windows Mobile only) included.

For records with attachments, the contents of supported document types may be opened directly on the enterprise smartphone when there is a wireless signal.

MobileAccess allows Visual Studio developers to include access to external application data from ERP, Financials and legacy systems. Using the MobileAccess Administrator Console for customization, menu controls may be added to forms to instantiate other public or private web services with interrelated, external data presented to the user within the same MobileAccess user experience.

With MobileAccess, a simplified application entrance with better support for touch navigation including enhanced graphics and updated icons is included to reflect the latest device capabilities with high-resolution screens.

New smart client technology is now fully optimized for native-touch interface and the BlackBerry 4.7 Handheld OS. See supported devices.

Once deployed for the first time to a user's mobile device, MobileAccess provides persistent access to all related CRM application components including forms, menu controls, views, and graphics. They are available for use without a wireless signal. This allows users to add and update CRM information at any time – even while disconnected or in spotty wireless access. Additionally, our smartclient approach provides significantly faster performance with improved user productivity when compared to other mobility solutions.

If the user doesn't have the offline CRM data they need, either because an entity hasn't been enabled for offline use, or the offline view criteria doesn't define records meeting those condition, user The MobileAccess View Selection page allows for rapid entry of search criteria when the data isn't available offline ( stored locally on the device) including: a text input with embedded wildcards, enabled online system views (yellow background), and enabled online saved user views (red background – queries created using the CRM Advanced Find feature.)

There are several sub-features included with forms that enhances the users experience of CRM on enterprise smartphones.

Form Input Validation – with embedded form validation logic and controls, users are immediately warned if fields are required, do not meet format or data type requirements and thereby save the user from aggravation in learning this only after their submission is made to the server.

Scaling Fonts – Each user has their own preferences when it comes to the size and type of fonts they wish to view their information, MobileAccess extends this device preference to all mobile forms making for a more pleasurable reading experience.

Shortcut Keys – To speed data entry, numerous shortcuts are available including: date, time, navigation and menu actions.

Stacked Tab Navigation – In order to provide a clean, clutter-free interface we display CRM form tabs as a stacked drop-down. This control allows the user to quickly cycle through each tab (using the space bar) or allows the user to open the drop-down to see all the tab options at a glance before selection. This feature is especially useful when the CRM forms have many tabs.

Quick Create – When enabled, this feature presents the user with only the required and recommended fields to speed data entry. This feature may also be enabled or disabled on each user's device personalization.

MobileAccess provides a multilingual user interface that allows organizations to offer each user to work in their language of choice. English, French, German, Italian, and Spanish is included out-of-the-box with the server. Any of the 20 other languages many be added individually at any time.

MobileAccess provides a fully integrated user experience with the native BlackBerry Phone, Email, and Browser applications. Initiate phone calls, compose emails, and launch urls from any related entries on the CRM records. Copy Email correspondence, Log Phone Calls and populate BlackBerry Address Book Contacts directly into CRM.

A newly redesigned TCP stack now includes cryptography for automatic TLS setup removing the need for manual PKI infrastructure setup and management of certificates.

Unlike competitive solutions that rely solely on HTTP where data is easily lost or corrupted, MobileAccess is architected from the ground up to ensure that your business data is never lost. We ensure data delivery and continuity by using specialized protocols that guarantee that each submission between the server and smartclient (in either direction) is delivery even across unreliable networks dropping data packets.

All versions of MobileAccess include our exclusive mobile forms rendering technology that automatically transforms all your CRM forms into their mobile-ready equivalents–whether they are still out-of-the-box or have been highly customized. All your unique form customizations including changes to layouts, tabbed pages, any new or modified attributes are all inherited and respected. This capability allows your business to change quickly without requiring costly programming–simply publish your changes and use our over-the-air distribution of content to give your mobile users the latest version of CRM on their devices.

For customers in enterprise environments with a large user base and needing high-availability and performance requirements MobileAccess supports a distributed deployment model to address even the most demanding scalability requirements.

Regardless of the type, mix, or number of mobile networks your business uses (CDMA, GPRS, iDEN, UMTS, WiFi, HSDPA, UMA) all your users can enjoy MobileAccess from anywhere wirelessly.

MobileAccess employs various techniques and capabilities to keep your business information safe. We use secure Active Directory credentials (Windows Live ID for CRM Live) for all CRM access and authentication. We extend the users CRM role and object-based security permissions out to the mobile experience in a seamless manner. For example, if a user doesn't have edit or delete permissions for CRM Accounts, then the related menus will exclude these options – avoiding confusion for the users and keeping corporate records secure from unauthorized access. Users are limited to accessing and using only the data and functions they've been enabled to use. If a users device is lost or stolen, a couple of clicks on the server is all it takes to completely wipe the users device of the application and data in seconds.

In addition to the standard CRM data types, MobileAccess includes support for augmenting CRM forms with: multi-select checkbox, phone, GPS, images/photos, and barcodes. Signature capture (vector and bitmap) will soon be added for supporting Windows Mobile devices.

MobileAccess Administrators may choose to enable offline entities with the unique capability of receiving real-time, proactive alert notifications on their users' mobile devices. Changes to record ownership, re-assignment or new record creation by another user may trigger two types of alerts. A high-level alert present a modal window on the users screen, no matter what application they are using on the device, to which they may either Open, Dismiss or Remind them of later. A low-level alert presents a non-modal window that will disappear if the user ignores the event. CRM developers may include this alerting functionality in their CRM workflow assemblies. In addition, each user may define their device's alert profiles to use special ring tones, vibration, LED flashing or some combination to identify such events.

MobileAccess Enterprise Edition allows for the independent configuration of a set of features and options for a specific group of users or even individual user. This profile will include the list supported entities, which ones may be online or offline as well as any unique customizations, integrated applications. This feature provides the ultimate in granular configuration control. Standard and Professional Editions allow the use of a single mobile profile for all MobileAccess users.

Updated report now provides metadata and offline dataset sizes with a dynamic recommendation engine when initializing user handhelds. View a sample report here.

All MobileAccess management functions may be performed from inside CRM under Settings.

If a users device is lost or stolen, a couple of clicks on the server is all it takes to completely wipe the users device of the application and data in seconds.

Make all your system modifications within the MobileAccess Administrator Console that gives you the ability to: determine the list of supported entities, add custom entities, alter the appearance of each entity's icons, change attributes used in lists, set and disable system views, define offline datasets (if applicable) and configure menu actions.

In order to preserve your customizations between MobileAccess server upgrades, or to transfer those customizations between deployments, this quick and easy process will get you running quickly.