Screenshot Tour: Microsoft Dynamics Orion Client

The ‘Orion’ update for Microsoft’s Dynamics customer relationship management (CRM) package isn’t due out to customers until the end of the year. However, Microsoft showed off a preview version of the Modern interface, which will also form the basis for new Dynamics mobile apps, during TechEd 2013 last week. Here’s what we saw.

Microsoft is planning to use much of the Windows 8-styled interface in its mobile clients for iOS and Android, though without some of the Windows-specific feature such as swiping upwards to access the app bar. iOS (both phone and tablet) and Android phones will be supported in the initial release, alongside Windows 8 tablets; Android tablets will follow in 2014.

A drop-down menu gives access to common tasks from the main screen. (It’s possible this interface will be rethought prior to release, since it violates some Windows 8 design principles.)

As with most Windows 8 apps, swiping up the app bar also gives access to common activities such as adding new leads or information.

Data is added using a pop-up window, rather than launching a new screen.

Depending on the context, the app bar shows different options. You can pin contacts or records directly to the Start screen for easier access . . .

. . . as seen here.

Additional app bar options appear in a pop-up.

Dashboards can be drilled into for additional information.

Search is a little spartan right now.

Disclosure: Angus Kidman travelled to TechEd Australia as a guest of Microsoft.

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