Install Dynamics 365 for phones and tablets
Applies to Dynamics 365 (online), version 8.x
First things first: Is your mobile device supported?
If you’re not sure if your device is supported, check the list of supported devices on TechNet
Privileges required to run the app
You won't be able to use this app if you don't have the correct privileges. Your system administrator can configure privileges for you: Find your Dynamics 365 administrator or support person. If you're an administrator, learn how to set privileges.
Install the app from your device’s app store
Choose the download link for your device:
|Dynamics 365 for phones app
||Dynamics 365 for tablets app
Looking for a different version of the Dynamics 365 for phones app?
If your organization isn’t ready to use the latest Dynamics 365 for phones app, you may be able to use the earlier version called CRM for phones express.
Help and how-to from TechNet
The Dynamics 365 for tablets and phones, and Project Finder for Project Finder for Dynamics 365 (the "App") enables users to access their Microsoft Dynamics CRM or Dynamics 365 instance from their tablet and phone device. In order to provide this service, the App processes and stores information, such as user's credentials and the data the user processes in Microsoft Dynamics CRM or Dynamics 365. The App is provided for use only by end users of Microsoft customers who are authorized users of Microsoft Dynamics CRM or Dynamics 365. The App processes user's information on behalf of the applicable Microsoft customer, and Microsoft may disclose information processed by the App at the direction of the organization that provides users access to Microsoft Dynamics CRM or Dynamics 365. Microsoft does not use information users process via the App for any other purpose.
If users use the App to connect to Microsoft Dynamics CRM (online) or Dynamics 365 (online), by installing the App, users consent to transmission of their organization's assigned ID and assigned end user ID, and device ID to Microsoft for purposes of enabling connections across multiple devices, or improving Microsoft Dynamics CRM (online), Dynamics 365 (online) or the App.
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 tablet client. Users can then access Dynamics 365 (online) by using Dynamics 365 for tablets, 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.