Dynamics Community Forum Thread Details

Clarification of Outlook link with CRM through mobile devices

Hi, all -

My company has been using CRM through Online and CRM for Outlook. We haven't been using mobile devices but want to move in that direction.

Our sales team have mostly used CRM for Outlook to track and set regarding of activities through the CRM Outlook client.

I want to be sure I'm getting the big picture about trying to replicate this on mobile devices. To do this, server-side sync would be required but I don't want to take this step without understanding its implications. The main reason to do this would be so we would have the option to use the Dynamics 365 App for Outlook.

Am I understanding that if we switched to server-side sync and used this app through our Exchange Server 2013, we would be able to track emails, appointments and tasks through the Dynamic 365 App for Outlook on our mobile phones.

Would this work with device native email apps (currently how most of our users use email), or would one need to install an Outlook app on the device? We use a Maas360 system for linking our Exchange Server to the mobile devices. Would separate calendar, contact and task mobile apps linked to Exchange Server work with Dynamics 365 App for Outlook?

Basically, we are wanting our users to be able to do what they usually have done through Outlook through their mobile phone apps without having to go directly into the Dynamics 365 app.

Thanks.

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