Configure mobile apps with Microsoft Intune
Microsoft Intune enables organizations to manage devices and applications. The Dynamics 365 Sales mobile applications for iOS and Android integrate with Intune. This integration enables you to manage the application on your devices, and to control security. Through configuration policies, you can control items like requiring an access pin, how data is handled by the application, and even encrypting application data when the app is not in use.
The Microsoft Dynamics 365 Sales mobile app allows you to get access to your important business information. You can view and interact with your dashboards and reports for all your organization's managed device and app business data. For more information about supported Intune apps, see Microsoft Intune protected apps.
License and role requirements
| Requirement type | You must have |
|---|---|
| License | Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Professional, or Microsoft Relationship Sales More information: Dynamics 365 Sales pricing |
| Security roles | System administrator More information: Predefined security roles for Sales |
General mobile device management configuration
This article assumes that Intune is configured properly and you have devices enrolled with Intune. The article is not meant as a full configuration guide for Microsoft Intune. For more information on Intune, see What is Intune?.
Microsoft Intune can co-exist with Mobile Device Management (MDM) within Microsoft 365. If you're using MDM, the device will show as enrolled with MDM, but is available to manage in Intune.
Before end users can use the Dynamics 365 Sales mobile app on their devices, an Intune admin must add the app to Intune and also assign the app to end users.
Step 1: Add the Dynamics 365 Sales mobile app to Intune
To add the Dynamics 365 Sales mobile app to Intune, use the steps provided in the following topics:
Step 2: Assign the app to your end users
After you've added the Dynamics 365 Sales mobile app to Microsoft Intune, you can assign the app to users and devices. It's important to note that you can assign an app to a device whether or not the device is managed by Intune.
To assign the Dynamics 365 Sales mobile app to users and devices, use the steps provided in Assign apps to groups with Microsoft Intune.
Step 3: Create and assign app protection policies
App protection policies (APP) are rules that ensure an organization's data remains safe or contained in a managed app. A policy can be a rule that is enforced when the user attempts to access or move "corporate" data, or a set of actions that are prohibited or monitored when the user is inside the app. A managed app is an app that has app protection policies applied to it, and can be managed by Intune.
Mobile Application Management (MAM) app protection policies allows you to manage and protect your organization's data within an application. With MAM without enrollment (MAM-WE), a work or school-related app that contains sensitive data can be managed on almost any device, including personal devices in bring-your-own-device (BYOD) scenarios. For more information, see App protection policies overview.
To create and assign an app protection policy for the Dynamics 365 Sales mobile app, use the steps provided in How to create and assign app protection policies.
Step 4: Use the application on a device
Managed apps are apps that your company support can set up to help protect company data that you can access in that app. When you access company data in a managed app on your device, you may notice that the app works a little differently than what you expect. For example, you might not be able to copy and paste protected company data, or you might not be able to save that data to certain locations.
To understand how your end users can use the Dynamics 365 Sales mobile app on their device, review the steps provided in the following articles: