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JohnWilliamTodd

CRM mobile app for iphone

Posted By

Using CRM 2017 R2

installed the SageCRMApp component - checked and see that OpportunityMobileExtra screen exists and I added a second field to the screen

checked that the admin user is allowed mobile access and web services

downloaded app from iTunes and setup the on-premise address correctly

logged into crm from App with admin account and got connected - checked the system log and see that the admin user is logged in. tried logging in from app with a bad username and I can also see that recorded in the system log so I am sure that I am connecting to the CRM server.

Problem is that from the app I see no data records, no opportunities, no calendar appointments yet when I login to CRM via my desktop and go to My CRM opportunities and Calendar there are records there. I just get a message "Nothing in the Calendar" and "No Opportunities"

My CRM database is populated with the demo data as supplied during the installation.

Does anyone have a solution to this problem?

Thanks

  • 0

    Hi,

    When you hit Download Data from the menu on the iPhone app do you get an error?

    Are you accessing your CRM install on the iphone from outside your network using a fully qualified domain name? e.g. http://crm.mycompany.com

    To download your CRM data to the phone the app tries to connect to an sdata url for each of the different entities. For example for communications it will connect to:

    http:///sdata/j/sagecrm/-/mListCommunication

    If you go to this url in your browser it should prompt you for user credentials, once you log in it should return an xml payload with the list of the logged in users communications available for the app.

    Regards,

    Kevin

*Community Hub is the new name for Sage City