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Customer experience | Sales, Customer Insights,...
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CRM Mobile App contacts data info when called on iPhone

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If a person is being called by a person who is in CRM as Contact, is it than possible to show the following data in his mobile phone:

  • Name of the contact

  • E-mail address of the contact

  • Mobile phone number of the contact

Perhaps it is not possible to do this in CRM with a link to the iPhone, but perhaps it can be done through "Contacts" in the iPhone.

Print screen "iPhone 1" --> Contacts app on the iPhone
Print screen "iPhone 2" --> Choose "Groups"
Print screen "iPhone 3" --> Add an extra group called "CRM contacts"

Is something like this possible?

Print screen 1 

iphone_5F00_Printscreen1.jpg

Print Screen 2

iphone_5F00_Printscreen2.jpg

Print screen 3

 iphone_5F00_Printscreen3.jpg

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi GFManunta,

    Maybe you can refer following link: 

    How to sync Microsoft Dynamics CRM Contacts to your smartphone's Contacts - RSM Technology Blog (rsmus.com)

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