Take Dynamics 365 Sales on the Go

The Dynamics 365 Sales mobile app is designed for sales teams who need convenient access to CRM while they're away from their computers. From the mobile app, sellers can quickly:

• Access activities and tasks for the day
• Find Contacts and Leads
• Review recent records
• View upcoming meetings
• Add notes and meeting takeaways
• Create and update CRM records
• Log phone calls and other sales activity

To use the mobile app, sellers need their email mailbox configured and a security role with the appropriate permissions.

Getting Started with the Sales Mobile App

After installing the Dynamics 365 Sales mobile app from the appropriate app store, open it and sign in with your Microsoft account. You'll be prompted to select an application. The available options reflect the Dynamics 365 apps and environments you have access to. Most salespeople will work with a production environment, although sandbox environments can also be selected when appropriate.

Navigate the Home Screen

When you open your Sales app, the home screen provides convenient access to recent records and reminders relevant to you. If you need to switch to another Dynamics 365 app, use your profile icon in the upper-left corner to return to the app selector. The navigation menu at the bottom of the mobile app also gives you quick access to several important features.

Search Across CRM Records

The Search area makes it easier to find the CRM information you need while you're on the go. Search can return different types of records that match your keyword. For example, searching for a particular Account may return the Account itself as well as Contacts and Leads that reference it. Microsoft recommends that administrators enable Relevance Search for the environment to improve the speed and accuracy of this functionality.

Review and Join Meetings

The Meetings tab displays your meetings for the day, and you can move between days using the calendar. Selecting a meeting opens its details. For Microsoft Teams meetings, you can also join the call directly without switching back to the Teams app. This gives sellers a convenient way to review their schedule and get into the next meeting directly from the sales experience.

Access Your Familiar Dynamics 365 Navigation

The More tab brings the navigation you're accustomed to seeing on the left side of the desktop application into the mobile experience. This provides access to the different areas and tables available within your Dynamics 365 app when you need to go beyond the streamlined mobile experience.

Create New Records

The large plus button in the main navigation lets you create a new CRM record. You can also create records while navigating a particular table. For example, when viewing Leads, you can create a Lead directly from that area. By default, the Sales mobile app uses a simplified form for creating and viewing records. The form focuses primarily on important and required information so sellers can quickly enter data without navigating a large desktop-style form. Your CRM administrator can customize the information available in this mobile experience.

Keep the Mobile Experience Simple

Although administrators can add more information to the mobile form, it's worth keeping the purpose of the experience in mind. The mobile interface is designed to give sellers lightweight access to CRM data. Adding too many fields can make the form more difficult to use and defeat the purpose of providing a streamlined mobile experience. Focus the form on information sellers are likely to need or update while they're away from their desks.

Add Notes from Your Phone

Once you've opened a record, you can quickly add notes. For example, immediately after speaking with a prospective customer, you could record important details from the conversation while they're still fresh. When you save the note, it's available on the CRM record rather than remaining in a separate personal note-taking application.

Call a Lead and Track the Conversation

The mobile experience also makes calling a Lead convenient. Select the phone icon to initiate the call from your device. Dynamics 365 can automatically open a Phone Call activity record so you can document notes from the conversation. This makes it easier to keep your sales activity tracked in CRM while you're working from your phone.

Edit More Record Details When Necessary

The streamlined mobile form won't always contain every field you need. When you need additional information, you can switch from the simplified experience to the regular Unified Interface form you'd normally see on a computer. This provides access to additional CRM fields and functionality while still presenting the form in a format optimized for your mobile device. You can therefore use the lightweight interface for quick everyday actions and switch to the complete CRM experience when you need to make more detailed changes.

Use the Full Dynamics 365 Interface

You can also access records through the More area and familiar Dynamics 365 navigation. Records opened this way use the regular Unified Interface rather than the simplified mobile form. Form sections are stacked vertically for easier mobile navigation while still providing access to the fields and commands available in the standard CRM experience. When viewing a table such as Leads, you can create records directly from that area as well.

Create Custom Push Notifications with Power Automate

Organizations can take the mobile experience further by creating custom push notifications with Power Automate. For example, you could build a Power Automate flow that runs whenever a new Lead is created. The flow could identify the salesperson who owns that Lead and send a mobile notification telling them that a new Lead has been assigned. The notification could even include a link that takes the salesperson directly to the appropriate record. This type of automation can help prompt quick action when an important change takes place in CRM.

Give Sellers Flexible Access to CRM

The Dynamics 365 Sales mobile app provides two useful ways to work with sales information from a phone. Its streamlined mobile interface gives sellers lightweight access to important records and actions when speed and convenience matter. When users need more information, they can switch to the more complete Unified Interface and access the familiar Dynamics 365 experience from their mobile device. Combined with features such as meeting access, CRM search, activity tracking, notes, phone-call logging, and Power Automate push notifications, the mobile app helps salespeople stay connected to their CRM records and take action even when they're away from their laptops.