Introduction

  • 5 minutes

Mobile applications have become commonplace. They often help plan your day, simplify your life, and help you be better organized by ensuring that you have whatever tools and necessary data that you need, when you need it. For sellers who often spend their days away from their desks or traveling to different customers, a good mobile application is extremely beneficial in making their lives easier. With the right mobile application, sellers can build great customer relationships, stay up to date with important information, and respond to their customers faster.

Dynamics 365 Sales mobile app

The Microsoft Dynamics 365 Sales mobile app helps sellers build better relationships with their customers and be more productive. It's unlike the Microsoft Dynamics 365 for phones app and the Dynamics 365 for tablets app, which allow you to open any customer engagement app, such as Sales Hub or Customer Service Hub, on a mobile device. Rather, the Dynamics 365 Sales mobile app has been optimized to support core field-selling scenarios that help sellers make better use of their time while on the road between customer meetings. It helps sellers find the correct data anywhere, anytime, and it lets them capture and share information quickly.

The mobile app provides you with quick access to key selling features, such as leads, opportunities, quotes, and orders. Additionally, it gives you access to other features, such as the assistant, sales accelerator, deal manager, and more.

With the Dynamics 365 Sales mobile app, you can:

  • Plan your day - Before starting your day, you can view your schedule. You can immediately view reminders about daily activities, customer meetings, or important insights for the day.

  • Do post-meeting work - Capturing details as quickly as possible is crucial. After leaving a meeting, you can quickly add notes by using voice dictation, create contacts, and update data in relevant records.

  • Find required information and act accordingly - The layout of the mobile application makes the information that you need more accessible. Finding a contact whom you want to reach out to is near effortless, and you can quickly access recent records that you've worked on.

  • Attend online meetings - Quickly join online meetings, including Microsoft Teams meetings.

Screenshot of the Sales mobile app on a cell phone screen.

The Dynamics 365 Sales mobile app is supported on IOS and Android platforms. For more information, see Install the app on iOS and Android.

Now that you've been introduced to the Dynamics 365 Sales mobile application, you'll learn how to get started working with it and how to use its features.