Use the mobile app
When you first open the Dynamics 365 Sales mobile app, you're taken to the home page. The home page provides high-level information on the meetings and insight cards that are specific to you.
The home page displays the following types of information:
Meetings - Provides important information about the last meeting that you were in and the next one coming up.
Recent contacts - Shows a few contacts that you recently accessed through the web or mobile app.
Recent records - Shows a few records that you recently created or updated through the web or mobile app.
Recent notes - Shows a few notes that you recently created or updated through the web or mobile app.
Reminders and insights - Shows up to three reminders and three insight action cards from the assistant.
Navigation bar - The navigation bar at the bottom of the screen helps you navigate through the app.
View meetings
While you can view the last meeting that you attended and the next meeting that's coming up in the Meetings section of the home screen, you can access all your meetings on the calendar by taping Meetings from the navigation bar.
When you're in the calendar, you can view meetings for specific dates by tapping a date on the calendar. Any meetings for that day display. If no meetings are scheduled for that day, nothing is displayed. To view details of a specific meeting, tap the meeting record on the home page or in the calendar view. The meeting details are displayed, as shown in the following image.
Meeting details include:
Meeting information and participants.
Related content.
Meeting information
The meeting information section provides information about the meeting subject, location, time, and description. Tap the description section to show more details.
Participants
Up to five meeting participants are shown in the Participants section, such as customers and the meeting organizer. The participants' acceptance status also displays. Tapping the name of a participant opens the quick view of their contact record.
Related content
The related content section displays information that's relevant to the meeting, such as regarding record and appointment. The regarding record specifies what record the meeting is about, such as an opportunity, lead, contact, or account. When a meeting is attached to a record, the meeting displays the timeline, insights, participant information, and corresponding related tables. By using a regarding record, you have a better understanding of what the meeting is about so that you can come prepared with relevant information.
The following screenshot shows that the meeting is about an opportunity to purchase hybrid model cars.
You can complete the following actions on regarding records:
View and edit - Opens the attached related record so that you can view the record and make necessary changes to it. For more information, see Manage records.
Change regarding record - Allows you to update a regarding record when it's no longer relevant or if changes are made to the meeting. For more information, see Change regarding record in meetings.
Add regarding record - Allows you to add a regarding record to a meeting in scenarios where no regarding record is attached to the meeting. For more information, see Add regarding record in meetings.
Disconnect - Allows you to disconnect the record when it's no longer relevant. For more information, see Disconnect regarding record.
Search for records
As field sellers are on the move, it's important that they can locate the information that they need as quickly as possible. The Dynamics 365 Sales mobile application helps make it easier to search for records such as contacts, accounts, leads, notes, and opportunities. The navigation bar at the bottom of the screen includes a Search icon. As you type, suggested records that include the text display. The more complete a phrase you enter, the better the offered results are.
When you do a search, the results are categorized according to the type of table, such as contacts, accounts, leads, notes, and opportunities. For example, if you searched for Contoso, the results would include records that contain this text, including contacts, accounts, and leads. Tap the record to view more details. You can also tap See all to expand the list for a category.
The number of records that are found in the search results display in the search box. Next to the results count is an option to filter the results. You can narrow your results to include only relevant owners or record types, and you can limit results based on modified and created dates. To do so, tap the filter icon and then select a filter option.
For more information, see Search records in the mobile app.