Forum Discussion
Sync exchange contacts to iphone
Hello! We've finally set up an exchange server for our 2-person business so that we can share contacts. I am wondering what the best practice is for accessing that shared contact file on mobile devices. The outlook app only has mail, calendar and tasks. Do I point the native iphone contact app to the exchange server? Download a different contact app that plays nicely with exchange? Since both of regularly work with the same contacts I'd like to avoid the information living in multiple places so that if it's updated once that new info propagates throughout all devices. Thanks for your advice.
4 Replies
- Jack200212Copper Contributor
Hi everyone!
Question for those managing Microsoft 365 environments for multiple users or clients.
There are a few things I still often see handled through custom scripts or manual processes, and I’m curious how others are dealing with them.
For example, how do you manage company contact synchronization in Outlook? If a contact is updated in CRM, Dataverse, or Business Central, how do you make sure the same information is automatically updated across users’ Outlook address books?
Same question for Teams Phone: how do you track outbound calls, link them to customers or projects, and manage missed calls from call queues?
Have you solved these issues with specific tools, Power Automate/custom scripts, or are some parts still handled manually?
Interested to hear how MSPs, sysadmins, and Microsoft 365 consultants are approaching this.
Thank you in advance guys!
- Michael TangBrass Contributor
jenm999 On-Premises Exchange Server?
If you're using Office 365, you should check out https://products.office.com/en/business/outlook-customer-relationship-manager
- jenm999Copper Contributor
Michael Tang Thanks. Not sure if that answers my original question. I simply want to access contacts via outlook on mobile devices. We are not using an on-premise exchange server.... 2 person nonprofit! 🙂 Just a garden variety Office 365 business premium subscription.
- Michael TangBrass Contributor
If you open your Microsoft Outlook app on iPhone.
1. Top left home icon
2. Bottom left sprocket
3. Select your Office 365 account
4. Slide the slider to Save Contacts to device.
Forget what I said about Outlook Customer Manager, it's going end of life June 2020.