DYNAMICS 365 MOBILE SALES APP
Keep selling on the go with the Dynamics 365 mobile sales app. This App will enable you to see priorities, daily tasks, prepare for meetings and capture notes using voice to text – giving you a 360-degree view on your mobile phone.
The Dynamics 365 mobile sales app, directly and securely, links to MS Dynamics 365 CRM – so you are connected in near real-time to all the data insights you need on a daily basis.
JUGGLE TASKS WITH EASE
Stay on top of tasks from anywhere with a mobile-first interface that includes push notifications and robust search, and quickly create or update records in mobile-optimized forms.
SEE DAILY PRIORITIES AT A GLANCE
Quickly scan upcoming meetings, recent contacts, and real-time notifications to accelerate customer engagement.
PREPARE FOR MEETINGS
Using the mobile app for iOS and Android, view critical meeting details, attendee information, and AI-generated reminders, and join Teams meetings—all from a single meeting card.
SKIP MANUAL DATA ENTRY
Easily capture notes using voice-to-text or the camera on your smartphone for automatic association with related records.
Introducing the D365 sales app – the best way to prepare for meetings.
Linking directly to Dynamics 365, the mobile sales app, gives hands-on insights for sales on-the-go.
NAVIGATE THROUGH TASKS ON YOUR MOBILE APP
Log-in to your App using your MS Dynamics 365 sign-in, which will then give you secure access to the Dynamics 365 CRM database where you can create and update contacts, as well as updating data in relevant records.
Log-in & Home page
Log-in using your D365 password. Navigate through your home screen to see all the pertinent information you need – in near real-time.
Meetings screen
Click through to see details and add information.
Recent contacts
Shows a list of your most recently accessed contacts, whether you have accessed via the web or mobile app.
Recent records
Shows the last few records you have viewed, including Lead, Account and Opportunity. From here, click through to the details, or open Recent contacts for a more extended list.
Recent notes
Shows a few notes created by you on the web or the mobile App. Again, you can tap Recent notes to see a more extended list.
Reminder and Insights
Can be set by administrators as prompts for operators, with reminders set from calendars, and insights set-up as custom cards.
With Dynamics 365 Sales viewed across all your devices protected by Microsoft security protocols, you can meet buyers where they are at, interacting with them using the methods they prefer:
Know the exact customer to engage
Shorten the sales cycle with a single workspace that has everything that sellers need to engage the right customer, stay focused, maximize productivity.
Complete the next best activity
Help sellers focus by giving them clear and achievable sales activities, prioritized through artificial intelligence (AI) and predictive scoring.
Communicate with effective call techniques
Converse with empathy by employing AI-powered conversation intelligence to detect customer emotion, sentiment, and priorities.
Connect across channels
Streamline selling with integrated multichannel communications such as, soft-phone dialer, Microsoft Teams dialer, and email templates.
Meet and collaborate virtually
Provide coordinated virtual engagement with an enterprise collaboration hub that brings together colleagues, customers, and contextual customer data.
Gather and act on customer feedback
See the customer’s point of view and improve sales engagement by incorporating survey insights from Dynamics 365 Customer Voice — included with Dynamics 365 Sales.
SMBS TO GLOBAL ENTERPRISE
Microsoft have created different options to fit every size of business:
Sales Premium
Ideal for large enterprises that need sales automation, AI driven insights, relationship intelligence and more.
Sales Enterprise
Ideal for SMBs needing a sales automation solution with contextual insights and advanced customization.
Relationship sales
Ideal if you need to connect sales records with LinkedIn to enhance business processes, so you can see: People, organizations, and relationships.
Sales Professional
Ideal for the sales automation needs of a small or medium business.
We compare two packages in our blog: Sales professional vs Sales enterprise.
Managing your leads from anywhere on any media device, will open-up new possibilities and bring an end to manual handling tasks. By empowering your sales team with Microsoft, you will give them the best chance to do what they do well – close deals.
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