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Install the CRM for phones app

This topic is prerelease documentation and is subject to change.

While on the go, you can use Microsoft Dynamics CRM 2015 on your mobile phone with the Microsoft Dynamics CRM for phones app.

Before you can use the app, you need to check to make sure your CRM 2015 admin has set up CRM for phones for you. Your admin might have provided you with instructions on how to install and start the app, but if not, you can use these instructions.

Install CRM for phones

If your admins have told you to download the CRM for phones app, choose the link in the following table for your phone. The link will take you to the app in your phone's app store.

Phone

App link

Windows Phone

Windows Store

Apple iPhone

Apple App store

Android phone

Google Play

Start CRM for phones

  1. Open the CRM for phones app.

  2. On the Get Started screen, type your company's CRM web address.

  3. Tap Go to continue.

Having trouble with your app?

If you're having trouble with your CRM for phones app, it's a good idea to contact your IT department. If you want to do some troubleshooting on your own, try these resources:

Privacy notice

Licensed Dynamics CRM Online users with specific Security Roles (CEO – Business Manager, Sales Manager, Salesperson, System Administrator, System Customizer, and Vice President of Sales) are automatically authorized to access the service by using CRM for phones, as well as other clients.

An administrator has full control (at the user security role or entity level) over the ability to access and the level of authorized access associated with the phone client. Users can then access CRM Online by using CRM for phones, and Customer Data will be cached on the device running the specific client.

Based on the specific settings at the user security and entity levels, the types of Customer Data that can be exported from CRM Online and cached on an end user's device include record data, record metadata, entity data, entity metadata, and business logic.

 
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