The latest Dynamics 365 App for Outlook (from the December 2016 CRM Update, v8.2x) works pretty well.  It even integrates with the latest Microsoft Outlook App for iPad/iPhone (via the new Dynamics 365 Add-in) – to help track emails and interact with Dynamics 365 (CRM) records.  Now that is an awesome mobile solution!

To ensure that you are running the latest version – navigate to the Office 365 Outlook settings “Manage add-ins” section and then check that Dynamics 365 add-in is Version 8.2.0.0 or higher.

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To run the Microsoft Dynamics 365 Outlook App together with the latest Microsoft Outlook App for iPad/iPhone:

Install the Microsoft Outlook App for iPad/iPhone from App Store

Install the Microsoft Dynamics 365 for phones or for iPad from App Store

Sign-in to both Apps to ensure it is setup and running normally

Open an email from inbox or Sent folder via the Outlook App for iPad/iPhone >> Click on the Add-ins icon near the email header >> Select Dynamics 365 >> Click on the Track button >> Select the Regarding CRM Account or other entities if any

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I now use less and less of my laptop or tablet PC for my CRM tasks.  Dynamics 365 and Outlook Apps on my iPhone just works!  And it is ALL OUT OF THE BOX solution.

 

Contact me if you need some Microsoft Dynamics 365 CRM/Sales assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc – Maximum User Adoption!