Dynamics 365
Help & Training
Search

Install the Dynamics CRM for phones express app

While on the go, you can use Microsoft Dynamics 365 on your mobile phone with the Microsoft Dynamics CRM for phones express app.

CRM for phones express is the previous version of the phone app for Microsoft Dynamics 365. If you’re looking for the most recent, full-featured version of the phone app, see the Dynamics 365 for Phones and Tablets User's Guide.

Before you can use the app, you need to check to make sure your Dynamics 365 admin has set up CRM for phones express 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 Dynamics 365 for phones

If your admins have told you to download the CRM for phones express 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 express

  1. Open the CRM for phones express app.

  2. On the Get Started screen, type your company’s Dynamics 365 web address.

  3. Tap Go to continue.

Having trouble with your app?

If you’re having trouble with your CRM for phones express 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 365 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 Dynamics 365 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 Dynamics 365 (online) by using Dynamics 365 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 Dynamics 365 (online) and cached on an end user’s device include record data, record metadata, entity data, entity metadata, and business logic.