The latest Microsoft 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 220.127.116.11 or higher.
To run the Microsoft Dynamics 365 Outlook App together with the latest Microsoft Outlook App for iPad/iPhone:
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
Note: Currently even with the latest IOS 10.x there is no supported option to change the iPad/iPhone’s default Mail App so that clicking on any mail hyperlinks can open the Outlook App instead. However – there is this unsupported IOS jailbreak option to change the default Mail App to Outlook App that you can check out (not recommended for production use).
I now use less and less of my laptop or tablet PC for my CRM tasks. Also, I’ve been using the latest Outlook App since it was released a few weeks ago. The default iPhone Mail app is still there as a back up if I ever needed (which is hardly these days). The latest Outlook App for IOS works very well for all my Email/Calendar/Contact needs.
So my experience so far is that Dynamics 365 and Outlook Apps on my iPhone just works! And it is an ALL OUT OF THE BOX solution.
Contact me if you need some Microsoft Dynamics 365 CRM/Sales assistance.