Describe the Dynamics 365 Sales mobile app
Mobile applications are commonplace today. They often help plan your day, simplify your life, and help you be organized by ensuring that you have whatever tools and necessary data you need right at your fingertips. For sellers who often spend their days away from their desks or traveling to different customers, a good mobile application can go a long way to making their lives easier. With the right mobile application, sellers can build great customer relationships, stay up-to-date with important information, and respond to their customers faster.
The Dynamics 365 Sales mobile app was created to help sellers build better relationships with their customers and be more productive. The Dynamics 365 for phones and tablets app allows you to open any customer engagement app such as Sales Hub or Customer Service Hub on a mobile device. The Dynamics 365 Sales mobile app is optimized to support core field selling scenarios. This helps sellers make the best use of their time while they’re on the road. They can efficiently manage tasks in between customer meetings. It helps sellers with the right data anywhere, anytime, and lets them capture and share information quickly.
The Sales app provides easy access to key selling features such as leads, opportunities, quotes, orders, and more. You can also access features like the assistant, sales accelerator, deal manager and more from the mobile app.
With the Dynamics 365 Sales mobile app, sellers can do the following tasks:
Plan your day: Before you start your day, see what you have going on. You can immediately see reminders about daily activities, customer meetings, or view important insights for the day.
Do post-meeting work: It is important to capture details as quickly as possible. After you're out of a meeting, you can quickly add notes using voice dictation, create contacts, and update data in relevant records.
Find required information and act accordingly: The layout of the mobile application puts the information you need right in front of you. Easily find a contact you want to reach out to, or quickly access recent records you worked on.
Easily attend online meetings: Quickly join online meetings including Microsoft Teams meetings.
The Dynamics 365 Sales mobile app is supported on both IOS and Android platforms. More specific details related to supporting operating systems can be found here.
Click-through demo: Dynamics 365 Sales mobile app
In this click-through demonstration, you're guided through an example of how a seller might utilize the Dynamics 365 Sales mobile app to manage their customer in the field.
As you saw, sellers can easily perform their duties while working in the field with the Dynamics 365 Sales mobile app. This includes having easy accounts to important information such as their accounts, leads, and opportunities, and optimizing the working experience for a mobile device.