Dynamics 365 Sales Mobile App: What You Need to Know
As software solutions and mobile devices become more sophisticated, working on the go is becoming more prevalent for sales teams across sectors.
Whether you’re on the road meeting with clients all day, traveling to see a prospect, or working remotely, staying connected to your sales pipeline is vital. The mobile app for Dynamics 365 Sales empowers you and your team to manage opportunities effectively, directly mirroring the desktop experience with an intuitive, mobile-friendly user interface.
In this blog, you’ll learn more about the Sales mobile app and how it can help your team work more effectively.
Why Use the Dynamics 365 Sales Mobile App?
Everything is quicker when you can access it on your mobile device, and Dynamics 365 Sales already comes with many powerful features that can enhance your sales funnel and drive revenue, including:
- AI-powered insights like predictive lead and opportunity scoring that improve decision-making with data-driven guidance.
- A holistic, 360-degree customer view gives you easy access to customer records to personalize customer engagement.
- Powerful visual, interactive dashboards and views to manage opportunities, find bottlenecks, and improve win rates.
- Seamless integration with Microsoft 365 tools like Outlook, Teams, Excel, and SharePoint, streamlining communication, promoting collaboration, and optimizing data management.
- Customization and extensibility features allow you to easily tailor forms, fields, workflows, and apps to fit the Dynamics 365 Sales app to your exact sales model.
Sellers are often on the go, which means they don't always have time to find a place to set up their laptop, wait for it to start up, and then open multiple apps to access the tools they need to do their jobs effectively. Downloading and using the sales mobile app effectively addresses this issue. It also has an almost identical look and feel to the desktop version, allowing sellers to seamlessly transition from desktop to mobile without losing functionality.
It's also easy to implement, as the Sales mobile app is a free companion for any users with a Dynamics 365 Sales license.
Watch on YouTube - Navigating the Sales Mobile App for Dynamics 365 Sales:
Primary Benefits of the Dynamics 365 Sales Mobile App
On the home page, you can access meetings (1), recent contacts (2), recent records (3), recent notes (4), reminders and insights (5), and the navigation bar (6)
This seamless transition from the office to the road will pay dividends for your business and let your sales team focus on winning deals and driving revenue. Here are some main benefits of the mobile app:
1. Increased Productivity
Dynamics 365 Sales allows sellers to access real-time data, make quick updates, and stay informed on information directly related to their job. Using the mobile app takes this efficiency even further, providing sellers virtually identical functionality from their mobile devices, saving even more time.
2. Seamless Desktop Integration
The mobile app mirrors the desktop version, ensuring a smooth transition between devices and allowing users to pick up where they left off. This helps sellers quickly transition from working at their desk to working on the go if they need to leave the office for a client meeting.
3. Enhanced Collaboration
With built-in Teams integration, users can join meetings, share insights, and collaborate with colleagues effortlessly, keeping the sales process aligned and efficient. Again, the ability to do this on mobile ensures sellers can do these things while traveling or out in the field.
4. Greater Flexibility for Field Sales Teams
On-the-go sales reps can update records, capture media, and create new accounts from anywhere, ensuring timely and accurate data entry without returning to the office between calls. They can make calls, access insights, and update quickly from their phone.
5. Data-Driven Decision Making
Quick and easy access to data is paramount when making decisions. The Sales mobile app lets you view dashboards and analytics from your phone, which enables you to track performance, monitor trends, and make informed decisions based on real-time insights.
Key Features of the Dynamics 365 Sales Mobile App
Now that we’ve looked at some key benefits of the sales mobile app, let’s highlight some core features to help your sales team work smarter and provide practical examples of how sellers can use them.
1. Leverage Copilot for Sales
With the proper licensing in place, you can access the AI capabilities of Copilot in Dynamics 365 Sales to automate routine tasks, provide intelligent insights on the go, and suggest next steps. Copilot can analyze customer interactions, recommend follow-ups, and generate meeting summaries. This lets your sales team focus on high-value activities rather than time-consuming administrative work.
Use Case: Sellers are busy, and although it might already be quicker to summarize a meeting or update a record on your phone rather than on your laptop, Copilot extends this efficiency by completing that work for you based on natural language prompts.
2. Stay on Top of Your Schedule
Your calendar in Outlook is front and center when you log in, displaying upcoming meetings and tasks. If your appointments include Teams meetings, you can join directly from the app, ensuring you never miss important discussions.
Use Case: Sellers can check their meeting schedule as soon as they wake up to start their day by simply opening the app on their phone. This gives them clear insights into what their day looks like and what meetings they must prepare for without having to sit down and open a laptop or go to an office.
3. Access Important Records Instantly
The app provides quick access to recent contacts, accounts, and opportunities. Need to follow up on a recent lead? Simply tap on your most recently viewed records to pick up where you left off.
Use Case: The seller from the example above starts their day prepping for a big meeting with a prospect close to making a buying decision. If the meeting is first thing in the morning, the seller might not have time to sit down and wait for their computer to start up, open the sales desktop app, and write down and study notes on paper. Quickly accessing this data on their phones gets them up to speed much quicker.
4. Update Sales Records in Real Time
You can easily edit opportunities, update notes, and track interactions with your phone. Whether you're in a meeting or traveling, you can ensure that your CRM data is always up to date. Doing this on mobile allows sellers to work on the go, saving time while maintaining accurate data.
Use Case: After the meeting ends and the seller has successfully transitioned the prospect into a buyer, they can use their phone to input the relevant information that updates the record from prospect to client. This will trigger workflows to transition the record and allow you to do things like connect the client with the support team, sign them up for your newsletter, and more.
5. Capture Rich Data on the Go
Unlike the desktop version, the mobile app allows you to:
- Capture photos and videos and attach them to records
- Record voice memos for quick notes
- Upload attachments directly from your device
These features are useful for field sales teams who document on-site visits or client interactions efficiently.
Use Case: After a seller finishes a meeting, they can use these mobile-only features in Dynamics 365 Sales to update the client record much faster than sitting at the computer and manually entering data. This is especially useful for travelling sellers, who often don’t have time to find somewhere to sit down and do this process.
6. Powerful Search and Quick Create Options
Need to find a specific account or opportunity? Use the search function to locate records quickly. The + button lets you create new accounts, activities, or opportunities instantly, keeping your pipeline moving.
Use Case: A seller with a packed meeting schedule who obtains a new lead can create and update the record from their phone instead of a laptop or computer. Similarly, that same seller can use the easy search functionalities to pull up client records and data to prep for their meetings.
7. Full Dashboard and Analytics Access
Get a comprehensive view of your sales data with mobile-optimized dashboards. While the visuals may have slightly different colors from the desktop version, the data remains the same, ensuring continuity.
Use Case: A seller is sitting at their laptop and analyzing data in a dashboard in preparation for another meeting, and their laptop freezes and needs to restart. Instead of waiting and disrupting their focus, the seller can transition to their phone and continue their preparation.
Why You Should Start Using the Dynamics 365 Sales Mobile App Today
Empowering your sales team with the Dynamics 365 Sales mobile app will give you a competitive edge by keeping you connected and productive from anywhere without sacrificing functionality. Streamlining your sellers’ workdays lets them focus on their core responsibilities that drive revenue for your business.
The Dynamics 365 Sales mobile app improves internal and client communication, increases access to smart insights, streamlines data management and analysis, and automates time-consuming processes. This culminates in establishing smarter processes that boost your sales pipeline and obtain more customers.
Ready to Start Using the Dynamics 365 Sales Mobile App?
The Stoneridge team can help you maximize your use of the sales mobile app so your team and you work smarter and faster on the go. Talk to our experts today to learn more.
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