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Dynamics CRM Lite App

CRM mobile app which will help CRM users to view Accounts, Contacts, Leads, Quick Campaigns, Opportunities, Phone calls and Tasks. CRM users can make a call, text and email from this app.

This CRM mobile app will allow CRM users to view the details of entities like Accounts, Contacts, Leads and Opportunities on the go. They can also perform actions such as calling, email and text from this app. To utilize all these features of this app, CRM users have to first register on this app and then they can login to this app.



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1. User has to register on the app first then he/she can login on the app.
2. App user will see Opportunity dashboard on their home screen.
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3.On tapping on menu icon, the app user will see the following screen. .
4. User can view the list of ‘My Accounts’ and can also see the details of a particular account.
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5. User can view the details of a particular account.
6.User can view the list of ‘My Contacts’ and can also see the details of a particular contact.
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7.User can view the list of ‘My Leads’ and can also see the details of a particular lead.
8. User can view the list of ‘My Campaign’ and can also see the details of a particular campaign.
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9. User can view the list of ‘My Opportunity’ and can also see the details of a particular Opportunity.
10.User can view the list of Phone Calls and can also see the call details.
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11. User can view the list of ‘My Task’ and can also see the details of a particular task.

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