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.

Who am I? Scott Durow Solution Architect, Develop 1 Ltd CRMUG Committee Member Business Solutions MVP Email: scott.durow@develop1.net Twitter: @scottdurow Blog: http://scottdurow.develop1.net

We’ve come a long way, Baby!

Our mobile workers…

It’s often more like… My dad!

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

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

CRM 2011 CRM 2013 Dynamics 365

Mobile Desktop Native Apps Web Apps iOS Windows 10 Android Outlook 2013 Track Inbound Email HTML Add-In iOS iOS Mail Track Outbound Email before send Track Outbound Email 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

Think Mobile First!

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

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

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

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

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

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

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

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

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

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

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.

Unified Interface: No more Metadata Downloading…

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

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.

Call to Action: Mobile first!

Questions?

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 https://myignite.microsoft.com/evaluations Phone: download and use the Microsoft Ignite mobile app https://aka.ms/ignite.mobileapp 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.

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.