Find, interact, and create customer information easily


This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Feb 1, 2021 - Apr 30, 2021

Business value

Customer relationship management systems shouldn’t be rigid databases that are painful to use from mobile devices. When sellers can comfortably interact with customer information, find relevant data quickly, and take follow-up actions promptly, they gain more from the sales organization and eventually sell more.

Feature details

  • Push notifications (content is driven by Relationship Assistant cards)
  • Streamlined home page
  • Bottom navigation bar
  • Lightweight forms (view, edit, create)
  • Improved search (dependent on Relevant Search enabled)
  • Recent records list
  • Activity management experience in record's lightweight form

See also

Overview of the Dynamics 365 Sales mobile app (docs)