Send the contacts of the mobile phone to the CRM

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Posted on by Zucko_mac

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Hello there is some way to send the contacts of the mobile phone to the CRM, that is, if I keep a contact on my mobile it appears as a contact in the CRM

thank you very much

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Zucko_mac 195 on at

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RE: Send the contacts of the mobile phone to the CRM

Thank you very much
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Rajkumar Rajaraman 18,108 on at

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RE: Send the contacts of the mobile phone to the CRM

You can walkthrough the following one:

dynamicscrmpros.com/how-to-sync-microsoft-dynamics-crm-contacts-to-your-smartphones-contacts

Hope this helps

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Mahendar Pal 45,095 on at

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RE: Send the contacts of the mobile phone to the CRM

Hi,

Don't think you can do this using Dynamics mobile app, but you can do this with custom apps like Resco blog.resco.net/.../phone-contacts-import
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RaviKashyap 55,410 on at

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RE: Send the contacts of the mobile phone to the CRM

Hi Zucko,

If you server side sync is configured then the contact can be synced to exchange which will then appear in CRM.

docs.microsoft.com/.../server-side-synchronization

Hope this helps.