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Get your on-premises deployment ready for CRM for Windows 8.1 tablets

Get your on-premises deployment ready for CRM for Windows 8.1 tablets

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With the release of our new Microsoft Dynamics CRM app targeted to Windows 8.1, CRM on-premises users will be able to access their data when off-line. Previously, this was a feature available only to CRM Online users. In order to get your deployment ready for the new app, you’ll need to take the following steps:

  1. Make sure your CRM server is updated to Microsoft Dynamics CRM 2013 Service Pack 1.
  2. Update a registry setting on your mobile devices. See: Set up CRM for tablets

Note: If your CRM deployment is online (<yourorg>.crm.dynamics.com), you don’t need to perform the above steps. Your company is ready to start using CRM for Windows 8.1!

Once the steps are completed, you’re ready to point your users to the new CRM for Windows 8.1 app, where they get the added functionality of offline use and an improved user experience.

FAQ:

Will users get the 8.1 app through an update?

No, this is a separate app in the Windows App Store, and users must install it separately. It is recommended that once the new 8.1 app is successfully installed the user uninstall the 8.0 app.

What if my company isn’t ready to update our servers?

You can continue using the 8.0 app, it will remain in the app store and can be used on Windows 8.1 devices.

How do I know which app to install?

  • The Windows 8 app can be installed on 8.0 or 8.1 devices and will be called: Microsoft Dynamics CRM for Windows 8.0
  • The Windows 8.1 app will be called: Microsoft Dynamics CRM

If we have a CRM Online deployment, and are currently using the 8.0 app, why should we move to the 8.1 app?

Going forward, we will only be adding new features to the 8.1 app, not to the 8.0 app. To get the best user experience from CRM on a Windows tablet device, we recommend using the Windows 8.1 operating system and the CRM for Windows 8.1 app.

What happens if a user installs the 8.1 app and the above steps haven’t been completed?

Users will see the following message:

Additional steps may be needed to configure Microsoft Dynamics CRM for this organization. Please contact your system administrator.

The user can tap Get more information to get support for this situation.

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