1. Get the most from the Microsoft Dynamics 365 Mobile App
THR2229
Get the most from the Microsoft Dynamics 365 Mobile App
Scott Durow
Microsoft MVP
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. Who am I? Scott Durow Solution Architect, Develop 1 Ltd
CRMUG Committee Member
Business Solutions MVP
Blog:

3. We’ve come a long way, Baby!

4. Our mobile workers…

5. It’s often more like…
My dad!

6. Configure Once Deploy Everywhere
almost ?
After Thought!
Limited Scenarios
Full Parity

7. Apps! Apps! Apps! Native App (iOS, Google Play, Microsoft Store)
App for Outlook (Outlook Html Add-In)
Dynamics 365 Apps

8. CRM 2011
CRM 2013
Dynamics 365

9. Mobile Desktop Native Apps Web Apps iOS Windows 10 Android
Outlook 2013
Track Inbound
HTML Add-In
iOS
iOS Mail
Track Outbound before send
Track Outbound after send
Mobile Outlook Web (OWA)
COM Add-In
iOS Outlook
Lightweight App
MOCA
HTML Add-In
Track Appointments
Outlook 2016
Windows 10
Universal Outlook
HTML Add-In
Track Contacts
MOCA
Mobile Express
COM Add-In
Android
Android Mail
Outlook Mac
Android Outlook
Lightweight App (Coming Soon)
HTML Add-In
MOCA

10. Think Mobile First!

11. View existing information on sender
Outlook Native App
Open
Open Dynamics 365 Add-In
View existing information on sender 1

12. 2 Add new contact Enter Details using Quick Create Form Save Record
Contact is synced to your outlook contacts 2

13. Search for existing records
Set Regarding
Search for existing records
Create new records 3

14. 4 Create new Opportunity Search for existing Account
Create new Account and associate contact
Save opportunity 4

15. Records are also available when there is no internet connection
Open Opportunity
Switch to Mobile App
Enter details
Records are also available when there is no internet connection 5

16. Call Contact using Phone Call link
Create Task
Open Primary Contact
Call Contact using Phone Call link 6

17. Take photo using phone camera
Add new notes
Take photo using phone camera
Attach to record 7

18. 8 Create new Appointment Contact automatically included as attendee
Set regarding
Appointment is synced to my outlook calendar.
Tracked Activities are visible to my co-workers 8

19. 9 View Dashboard Contact automatically included as attendee
Set regarding
Appointment is synced to my outlook calendar.
Tracked Activities are visible to my co-workers 9

20. 10 Relationship assistant provides an overview of important records
Actions are available for each card
Task flows allow updating multiple records after a meeting for example 10

21. Desktop Browser Outlook Desktop Outlook Web Access Mobile Browser
6/8/2018 9:50 AM
Desktop Browser
Outlook Desktop
Outlook Web Access
Mobile Browser
Mobile Native App
Unified Interface
Unified Interface + Shim
Unified Interface Outlook HTML Add-In
Business Edition
Outlook COM Add-In
Web Client
MOCA
Mobile Express
Unified Apps
Unified Interface Outlook HTML Add-In
Unified Interface
Unified Interface + Shim
Outlook HMTL
Add-In
+Offline Support
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. Unified Interface: No more Metadata Downloading…

23. Content and information based on pre-release Dynamics 365 Software
Mobile Web
Mobile App
Same Experience
Mobile Offline
Faster Sync
Content and information based on pre-release Dynamics 365 Software

24. Checklist Know the different types of Apps and whey then can be used
6/8/2018 9:50 AM
Checklist
Know the different types of Apps and whey then can be used
Deprecated Outlook COM Add- in – Move to the Outlook HTML Add In
Configure and test with mobile in mind – get to know limitations
Establish what Mobile scenarios make sense (including Offline)
Encourage Users to Experiment and share tips with one another
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. Call to Action: Mobile first!

26. Questions?

27. Please evaluate this session
Tech Ready 15
6/8/2018
Please evaluate this session
From your
Please expand notes window at bottom of slide and read. Then Delete this text box.
PC or tablet: visit MyIgnite
Phone: download and use the Microsoft Ignite mobile app
Your input is important!
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

28. 6/8/2018 9:50 AM
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.