CRM Mobile Integration with Dynamics 365 Sales App

By Ian Richardson | February 16, 2022

Mobile apps allow you to put the magic of CRM in the hands of users via i-pads, tablets and smart phones. The Dynamics 365 Sales mobile app gives users the right data anywhere, anytime, and allows them to access and share information easily and quickly.

Before starting your day you can see reminders of meetings and customer insights about those customers. From the Home page, see your upcoming calendar and recently accessed contacts and records.

Up next appointments

Post meetings you can quickly add notes, create contacts and update data to relevant records.

Recent contacts

Teams meetings are fully integrated, you can join a teams meeting from the app.

Home, search, meetings, or more

No more thumb typing on a phone keyboard. Voice dictation is supported for capturing notes.

Blank note

All the apps you have available within the online experience will be available within The Sales mobile app.

Apps - recently used and other apps

Questions?

To find out more about Dynamics 365 CE, Sales Mobile App, or other Dynamics products, get in touch with us.

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