Customer Engagement & Dynamics CRM Forum

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  • 1.  Dynamics 365 Mobile App - Security

    Posted Oct 03, 2019 01:15 PM
    Edited by Amanda Serie Oct 03, 2019 02:28 PM
    My organization is exploring the Dynamics 365 Mobile App for our end users. Being a financial institution, security is of course a top priority. I'm curious to know if anyone has experience in deploying the mobile app and what security measures they've used. Is the data accessed through the app stored on the mobile device? Any experiences with Microsoft Intune or Dynamics 365 for Good? How can we remote wipe data in the case that a phone gets lost? 

    #Mobile #Admin #Security #CustomerEngagement
    Amanda Serie
    Senior CRM Administrator
    Choice Bank
    Bloomington MN

  • 2.  RE: Dynamics 365 Mobile App - Security

    Posted Dec 17, 2019 11:59 AM

    I'm extremely curious if you have received any feedback on this outside of this forum. I am crawling through the internet on more information on the Dynamics 365 for Good app but it doesn't look like anything exists outside of what is posted on Microsoft's website. I'm wondering if BlackBerry and Microsoft are still even partnered on this.

    Stephen Baradic
    AUI Fine Foods
    Columbia MD

  • 3.  RE: Dynamics 365 Mobile App - Security

    Posted Dec 18, 2019 01:49 PM
    Hi Amanda,
    We use InTune internally but any mobile device management platform is a good idea for corporate and sensitive data/apps.  The Dynamics app can then be protected by InTune and all of the data the app downloads or uses is controlled by InTune.  It also then gives you the remote wipe capability, force user PIN or password requirements, etc.  Based on my experience as an end user, InTune will let you define what it can wipe, so I believe if I lose my phone PowerObjects can wipe my phone's Outlook, Teams, Dynamics, etc. but it wouldn't delete my photos (that's how I read it anyway, might be wrong).  That also means if I quit, those apps can be wiped and I don't lose my personal stuff.

    Another best practice from a security perspective is to enable two-factor authentication.  It definitely increases your level of security, and you can control when to request it - for example, when I'm in the office, on the corporate wifi I don't get prompted when logging into CRM but when I'm anywhere else it prompts through the Authenticator app on my phone.  Hope that helps!

    Merlin Schwaiger
    Director of Solution Design
    PowerObjects, an HCL Company
    Minneapolis MN

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