XRM Mobile Inspections

This application demonstrates the ability for field inspectors to perform onsite inspections either online or offline. Inspections are retrieved and stored in Microsoft Dynamics CRM 2011/2013 online or on-premise. Inspection forms are completely dynamic and can be customized using the CRM form designer. To login to this application requires a Dynamics CRM instance with the Inspections solution present. For instructions on creating your own demo site and user account see the documentation located here http://www.planetxrm.com/wp-content/uploads/InspectionsDemoandUserGuide.pdf This demo includes 6 scenarios for performing inspections including Fire & Safety, Flight, Elevators, Fire Hydrants, Workplace Safety and Crime Prevention. Contact Planet Technologies for more information on how XRM Mobile Inspections and Microsoft Dynamics CRM can be customized for your organization.


  • Online and offline mode provides inspectors the ability to sync data in near-real time to the back-office system, or they can complete their work offline until an Internet Connection is available.
  • The field inspection form is fully integrated with Microsoft Dynamics CRM through a metadata-driven design.
  • Field inspectors can use Microsoft Dynamic CRM retrieve data from their assigned cases, as well as update and add new information
  • Field Inspectors can retrieve pertinent details, record additional information onsite, and provide photographic documentation if needed.

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9 February 2015

This is a great demo app to show how various field inspectors could leverage Microsoft Dynamics CRM and Windows tablets to conduct and document their inspection tasks