For a field-based sales professional, having access to a mobile app they can access on their phone or tablet help sellers build great customer relationships, stay up-to-date with important information and respond to their customers faster.
The new Dynamics 365 Sales mobile app is optimised to help sales teams stay productive, wherever they’re working. In contrast to the Dynamics 365 for phones and tablets app (a model-driven app that you use to open any customer engagement app like Sales Hub or Customer Service Hub on mobile), the Dynamics 365 Sales mobile app is specifically designed for core sales scenarios.
The key capabilities of the mobile app enable sellers to prepare for customer engagements, log and share information quickly, and find the information they need:
• Prepare for customer engagements. View meeting details and attendees, along with the related data such as opportunity title, estimated revenue, estimated closed date, pipeline phase, notes, and AI-generated reminders.
• Log and share information using native device capabilities and simplified forms. Details can be captured in notes using the device keyboard or voice-to-text capabilities and can include attachments and images taken with the device’s camera.
• Find and interact with sales data from an optimised home screen and with relevance search. The home page is optimised to display upcoming meetings and recently viewed records. Additionally, with relevance search, sellers can find the info they need, faster and more efficiently.
The Dynamics 365 Sales mobile app can be installed on iOS and Android. Further information is available on the Microsoft website.
If you have any questions or wish to discuss using the Dynamics Sales Mobile App, please contact QGate Technical Support who will be happy to help.
Telephone 01329 222 802