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Tracking appointments from Iphone

  • 1.  Tracking appointments from Iphone

    SILVER CONTRIBUTOR
    Posted Jan 10, 2019 12:28 PM
    Edited by Cara McCulloch Jan 10, 2019 12:29 PM
    Is there a way to track appointments from your iPhone?  If using the native mail app and calendar for iPhone, is there any way for users to be on the road and track their appointments?


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    Cara McCulloch
    Green Shield Canada
    Windsor ON
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  • 2.  RE: Tracking appointments from Iphone

    TOP CONTRIBUTOR
    Posted Jan 10, 2019 11:15 PM
    Hi Cara,

    Have you looked into Riva?

    https://www.rivacrmintegration.com/integrations/microsoft-dynamics-crm/

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    Gus Gonzalez
    7x Microsoft MVP, CRMUG All-Star
    CEO, Elev8 Solutions
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  • 3.  RE: Tracking appointments from Iphone

    GOLD CONTRIBUTOR
    Posted Jan 11, 2019 08:41 AM
    Have you considered Microsoft's Outlook app for the iPhone?

    In addition to more closely mirroring Outlook, it supports:
    - Email
    - Calendaring, including free/busy searches for colleagues and rooms, through an intuitive interface (green means everyone is available, red means not)
    - It also shows that the Dynamics 365 Add-In is available and active, but I'm not sure how to access its functionality

    I find the calendaring feature alone makes it a more compelling solution for corporate email than the standard iPhone email client.

    Jon

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    Jon Meyer
    Chief Technology Officer
    CAPTRUST
    Raleigh NC
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  • 4.  RE: Tracking appointments from Iphone

    TOP CONTRIBUTOR
    Posted Jan 14, 2019 09:16 AM
    I was also going to suggest the MS Outlook App for the iPhone. Works well with D365 App for Outlook as well :)

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    Heidi Neuhauser
    Beringer Associates, Inc.
    Green Lane PA
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  • 5.  RE: Tracking appointments from Iphone

    SILVER CONTRIBUTOR
    Posted Jan 14, 2019 09:50 AM
    ​These are some great suggestions, thank you so much!



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    Cara McCulloch
    Green Shield Canada
    Windsor ON
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  • 6.  RE: Tracking appointments from Iphone

    Posted Jan 15, 2019 04:53 AM
    The Outlook app for iPhone is a great tool, and allows tracking of e-mails in Dynamics.
    However, it unfortunately does not currently support appointment tracking​ (actual I requested this as an enhancement in the SUMMIT last year).

    The only way we have found to achieve what you are looking for, would be to create the appointment directly in Dynamics using the Dynamics mobile app. This would then synch back to exchange and show up on your calendar as required, assuming you have server-side synch set up, and the appropriate (default) synch settings.


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    Greg Stokes
    Kennametal Inc.
    Chippenham
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