Dynamics 365 Sales Mobile-Features, Functionality and Latest Update


Businesses which have implemented and are using Dynamics 365 Sales, will now be getting its benefits as mobile ERP & CRM. Recently, Microsoft has launched new mobile application for Dynamics 365 Sales for public review.

As per Microsoft documentation, Dynamics 365 Sales mobile app is specifically designed for core sales scenarios.

“Field sellers spend a lot of time on the road, traveling to meet customers. On-the-go time can become productive time with a mobile-first sales app for iOS and Android. As part of our commitment to simplify CRM experiences and help sellers focus on selling, we’re introducing an intuitive mobile experience to offer quick access to customer information and make it easy to keep this information current” according to Microsoft documentation.

The new mobile application can be installed on iOS and Android and will be requiring the administrator to enable preview and relevance search in the Power Platform admin center.

With Dynamics 365 Sales Mobile, the sellers are better prepared for customer engagement, log-share and find information instantly wherever they are. The mobile app is optimized for field sellers to do most common task on-the-go.

Dynamic 365 sales for mobile

Functionality of Dynamics 365 Sales Mobile

Gain a complete picture of each prospect’s journey, allowing them to create more targeted selling experiences.

  • Quickly update accounts and opportunities, and access account or opportunity details in seconds, wherever you are.
  • Easily act on your customer info. Find information about your contacts and opportunities effortlessly when you’re on the go, and take action.
  • Start your day with easy access to important info: screen upcoming customer meetings, review related records, and make relevant updates in seconds.
  • Add notes with the touch of a button as you walk out of meetings.

Now why to use Dynamics 365 Sales Mobile or app?

Dynamics 365 Sales has been favored by businesses of all sizes, and Microsoft continues to improve existing features and functionality and some cool stuff will be coming in the future. With powerful tools in Dynamics 365 Sales, you change your business in meaningful way.

Have a question about Dynamics 365 Sales Mobile or app? Contact Square International Consulting today.


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