Exploring the Dynamics 365 Sales Mobile App

The Dynamics 365 Sales Mobile App is designed to support sales professionals in managing customer relationships and sales activities while on the move. Whether you’re in the office, between meetings, or working remotely, the app ensures you can access important information and complete tasks efficiently from your mobile device.

What is the Dynamics 365 Sales Mobile App?

The Dynamics 365 Sales Mobile App is a dedicated application for sales users, providing quick and intuitive access to your sales data. Built to support core sales scenarios, the app offers a streamlined interface for smartphones and tablets, enabling sellers to stay productive from anywhere.

It connects directly with your Dynamics 365 environment, ensuring all updates made in the mobile app are reflected in the wider system. This enables sellers to keep data accurate and up to date, regardless of where they’re working.

Key features of the Dynamics 365 Sales Mobile App

• Personalised dashboard: Your home screen is tailored to show upcoming meetings, recent activity, and priority tasks — so you can focus on what matters next without searching.
• Advanced customer insights: Instantly access detailed customer profiles, opportunity statuses, and interaction history using intelligent relevance search — putting the right information at your fingertips.
• Seamless Outlook integration: View meeting details, attendee responses, and related sales records directly from your calendar — all linked to Dynamics 365 data for thorough preparation.
• Quick and easy note-taking: Capture meeting notes using your device’s keyboard or hands-free voice-to-text, and add photos or attachments instantly — making sure no detail gets missed.
• Real-time data updates: Create new contacts, update opportunities, and log follow-up actions immediately — ensuring your CRM stays accurate and up to date wherever you are.
• Smart AI reminders: Get AI-powered prompts and reminders about important follow-ups, deadlines, and next steps — helping you stay organised and on top of your pipeline.
• Customisable interface: Tailor views, forms, and workflows with Power Platform tools to match your team’s sales process, enhancing usability and relevance.
• Offline access: Work uninterrupted even without internet connection. View recent records and enter data offline — the app syncs automatically once you’re back online.

Benefits for your Sales team

• Stay productive on the move
  Salespeople can update opportunities while travelling, review client information on the way to meetings, or capture notes immediately after a conversation — reducing admin and improving data accuracy.
• Improve meeting preparation
  The app surfaces key insights from both Dynamics 365 and Outlook, enabling reps to view opportunity details, attendee responses, and past interactions in one place before heading into a call or meeting.
• Support hybrid and field sales models
  Whether working from home, visiting clients, or in the office, users have a consistent and accessible experience across devices, helping to ensure tasks are completed and information is recorded promptly.
• Enhance data accuracy
  Voice-to-text note taking, image capture and easy record updates reduce the friction often associated with admin tasks, helping ensure CRM data is kept current and reliable.

Licensing and Access

The Dynamics 365 Sales Mobile App is included for users licensed with Dynamics 365 Sales. Access is determined by your organisation’s security role settings, so some configuration may be required by a system administrator. Organisations can also customise the app’s experience using the Power Platform to meet specific needs and processes.

Get in touch

Ready to empower your sales team with the Dynamics 365 Sales Mobile App?
Contact us at info@pragmatiq.co.uk or call 01908 038110 to find out how we can help you get the most from your Dynamics 365 investment. Alternatively, fill out our contact form, and one of our experts will be in touch shortly.