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 8.2.0.0 or higher.
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. Link to setup Guide
Install the Microsoft Dynamics 365 for phones or for iPad from App Store. Link to User’s Guide.
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.
Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc – Maximum User Adoption!
Microsoft Dynamics 365 CRM Blog 
The current release of Microsoft Outlook App for iPad/iPhone v2.20.0 is causing issue with the Dynamics 365 Addin recipients area – keep spinning without timeout or resolving any CRM records. v2.18.0 works OK. Per support – Microsoft Outlook App team is aware of the issue.
v2.21.1 resolves this issue. Yay!
does this work for tracking calendar items to CRM as well?
No, not on the Mobile Phone App at this time. It does currently works on the Office Desktop and 365 Outlook Web Client via click on the Dynamics Icon (right of the “Charm” drop down). Link to Supported clients matrix:
https://technet.microsoft.com/en-us/library/dn946901.aspx
Hello,
Thanks for the detailed post. Sadly, I have both mobile apps installed and up-to-date on my iphone x and I don’t have the Dynamics app available as an Add-in on my Outlook app. Any ideas?
(I do have the Dynamics button enabled on my PC outlook client using server side sync.)
Are you on the latest version of Dynamics 365 (online), version 9? If so – it is under preview mode. Reference this link:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook
Enable the preview via: CRM >> Settings >> Administration >> System Settings >> Previews >> MailApp Preview >> select Yes for “Enable Dynamics 365 App for Outlook Preview
Thanks for the quick reply! I will get on that.
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