Device and Software Requirements for CRM Desktop (Windows)
The CRM Desktop (Windows) app runs on Windows 11 and Windows 10 Build 16299 (Fall Creators Update, version 1709) or later with a 64-bit OS. Running the app on a virtual machine is not supported.
The CRM Desktop (Windows) app requires a keyboard and mouse.
The following are the minimum specifications to ensure the best experience when using the CRM Desktop (Windows) app:
- Processor – Any modern x86-based 64-bit processor with a minimum of 4 cores
- Memory – 16 GB RAM is recommended. Minimum 8 GB RAM.
- Hard disk space – 256 GB SSD is recommended. Minimum 256 GB.
- Screen resolution – Minimum 1920 x 1080
- Graphics – At minimum, an Intel HD Graphics 4000 is required. When using integrated graphics hardware, graphics are driven by the central processor since the graphics unit is built on the same package as the core processor.
- Monitors - When sharing CLM content from the desktop, Veeva recommends using CRM Desktop (Windows) on a Windows machine with a single desktop and monitor
Users must have administrative access to their device or have both .Net 4.6.2 and WebView2 installed in order to receive updates to the application.
Configuring Vault CRM Functionality on CRM Desktop (Windows)
Admin users can configure the CRM Desktop (Windows) app for CLM, Engage meetings, or both. The following table provides a high-level overview of the VMOCs on the crm_engage__v platform (labeled CRM_Desktop_Windows) needed for each configuration option.
Ensure the device__v field is set to crm_engage__v (label: CRM_Desktop_Windows).
| VMOC | CLM Only | Engage Only | CLM and Engage |
|---|---|---|---|
| call2__v |
|
|
|
| call2_detail__v |
|
|
|
| call2_key_message__v |
|
|
|
| clm_presentation__v |
|
|
|
| clm_presentation_slide__v |
|
|
|
| content_preference__v |
|
|
|
| directory__v |
|
|
|
| key_message__v |
|
|
|
| language__sys |
|
|
|
| message__v |
|
|
|
| multichannel_settings__v |
|
|
|
| my_setup_products__v |
|
|
|
| object_type__v |
|
|
|
| product__v |
|
|
|
| product_group__v |
|
|
|
| user__sys |
|
|
|
| veeva_settings__v |
|
|
|
CLM
To configure the CRM Desktop (Windows) app for CLM, ensure CLM is configured and VMOCs for the following objects are active for the crm_engage__v platform (labeled CRM_Desktop_Windows):
- call2__v
- call2_detail__v
- call2_key_message__v
- clm_presentation__v
- clm_presentation_slide__v
- content_preference__v
- directory__v
- key_message__v
- language__sys
- message__v
- multichannel_settings__v
- my_setup_products__v
- object_type__v
- product__v
- product_group__v
- user__sys
- veeva_settings__v
Engage
To configure the CRM Desktop (Windows) app for Engage, ensure Engage Meeting is configured and VMOCs for the following objects are active for the crm_engage__v platform (labeled CRM_Desktop_Windows):
- call2__v – Select Metadata Only check box
- message__v
Populate the WHERE clause with the following:
WHERE language__vr.admin_key__sys CONTAINS (@@USER_LANGUAGE_CODE@@,'en')Ensure there is only one active VMOC if the sync_configuration_mode__v Veeva Setting is set to 0.
- veeva_settings__v
- user__sys
Users can install the app and sign in to sync content to the app. For more information about settings in the CRM Desktop (Windows) app, see Settings for CRM Desktop (Windows) .
