HI,
I'm wondering if it is possible to auto sync outlook (exchange online) contacts to Dynamics 365 without the requirement to hit the track button in Outlook.
I'm currently implementing a CRM system and we've got a process for managers to scan their business cards into their phone. I'm using an app called Cam Card which seems to work well and is free.
The contact is then autosaved to the exchange.
At the moment managers have to manually click the track button in the outlook contact to sync this with our CRM.
Basically looking to remove the process of hitting the track button to save them one less steps and make the process easier.
Ideally the Dynamic CRM mobile client would have the card scanner inbuilt I could then I could easily add notes all in one place. Help appreciated.