Here are the Microsoft Dynamics 365 / CRM Mobile App options available to run on the iPhone/iPad and Android:
- Dynamics 365 for phones and tablets
- Dynamics 365 Sales mobile app
- Power Apps mobile
- Microsoft Outlook for iOS and Android – Dynamics 365 Add-in
Jump to the Summary Review and which Microsoft CRM Mobile App to start with.
Note from Power App Mobile: Customer engagement apps (such as Dynamics 365 Sales and Dynamics 365 Customer Service) don’t run in Power Apps mobile. Instead, you use the Dynamics 365 for phones and tablets apps.
However – it should work OK per this Microsoft Documentation. It just launches the Dynamics 365 for phones and tablets App with a few minor differences that I’d observed – icons on the main apps list are different and non-production apps selection. Power Apps mobile allows users to pin the Microsoft CRM App on to their phone’s home screen
To set the “Show non-production apps” in Power App Mobile: need to go to Settings. This is important to note if you are running a Dynamics 365 Trial Environment – since Trial Environments are considered non-production apps.
“Show non-production apps” is not enabled by default – when you initially open Power Apps Mobile you may see “You currently have no apps” under the “All apps” view.
Microsoft Outlook for iOS and Android – Dynamics 365 Add-in
There is actually a fourth Dynamics 365 Mobile app choice – the Microsoft Outlook for iOS and Android with Dynamics 365 Add-in. It is currently the only mobile choice to track an email from the Outlook inbox to Dynamics 365 and have access to Dynamics 365 data. This is the SAME Dynamics 365 App for Outlook setup used on the Microsoft Outlook on the desktop and web – just on the mobile. There are some features not supported on the mobile for Android or iOS vs desktop/web as documented here such as tracking Outlook meeting appointments.
Here is the link to my earlier blog on this option.
So which Dynamics 365 Mobile Apps should you choose? Power Apps Mobile / Dynamics 365 for phones and tablets / Dynamics 365 Sales app / Microsoft Outlook for iOS and Android with Dynamics 365 Add-in
Between the Dynamics 365 for phones and Dynamics 365 Sales app – the Dynamics 365 Sales app is newer, optimize for Salespeople and has Exchange Online calendar appointment integration – so start with the Dynamics 365 Sales app and test if it is sufficient for your company. Per Microsoft Dynamics 365 Sales mobile app Overview: It is recommended for all Dynamics 365 Sales users who are using the Dynamics 365 for phones and tablets app to migrate and start using the Dynamics 365 Sales app instead. Here is a link to the difference between Dynamics 365 Sales app and Dynamics 365 for phones and tablets app
If your CRM users are already familiar with the Microsoft Outlook for iOS and Android App – then start with Microsoft Outlook for iOS and Android with Dynamics 365 Add-in (supports the Outlook Email Inbox / Sent folders tracking) and go from there
Now, if your organization is using Power Apps mobile, both canvas and model driven apps – then start with Power Apps mobile and go from there.
By the way, your CRM users don’t have to be limited to one Dynamics 365 Mobile App. Maybe deploy two Dynamics 365 Mobile Apps if that makes sense. For me personally – I’d start with the Outlook Mobile App with Dynamics 365 Add-in AND Dynamics 365 Sales mobile app. This way, I get to track/set regarding my Outlook/Exchange Emails and also my Appointments.
As always, with any Microsoft Dynamics CRM deployment – proper planning, setup, testing, user readiness and support are keys to success.
Contact me if you need some Microsoft Dynamics 365 CRM Sales Customer Engagement assistance.
12 times awarded Microsoft MVP – Dynamics 365 / CRM
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