Take Dynamics 365 CRM with you
When you have a full day of sales meetings, driving, and follow-up tasks, keeping track of customer information can become difficult. The Dynamics 365 mobile app gives you access to the CRM information you use at the office directly from your smartphone, helping you stay productive without relying on your laptop. Before heading out, you can prepare activities in CRM, such as phone calls, emails, and follow-up tasks. When you open the mobile app, those activities are available so you can work through your to-do list throughout the day.
Download and sign in to the Dynamics 365 mobile app
The Dynamics 365 mobile app can be downloaded from the Google Play Store or Apple App Store. After installing it, sign in using the same Microsoft credentials you use to access CRM. If multifactor authentication is configured for your account, you will complete that authentication process when signing in. Once signed in, you can select the Dynamics 365 application you use for your work.
How the Unified Interface works on mobile
Dynamics 365 apps use the Unified Interface to adapt CRM to different screen sizes. A feature called Reflow resizes and rearranges page elements, navigation, and columns based on the device you are using, whether that is a laptop, tablet, or smartphone. Organizations can also create custom Dynamics 365 apps designed around specific roles. A sales-focused app, for example, can contain the views, forms, and tables salespeople need while removing information that is not relevant to their work. This means the underlying CRM remains the same while the experience can be tailored for employees working on the go.
Access your CRM activities anywhere
From the mobile app, you can access CRM tables including accounts, contacts, and activities. Opening Activities gives you access to tasks you created previously. If you open a phone-call activity for a customer, you can also access information associated with that contact, including:
- Contact details
- Previous emails tracked from Outlook into CRM
- Sales activities and meetings
- Phone calls
- Notes
- Email addresses
- Phone numbers
Phone numbers and email addresses are linked, making it easy to start a call or compose an email directly from your mobile device. Instead of writing down contact information before leaving the office or trying to keep separate copies on your phone, you can work from the customer information already stored in CRM.
Update CRM immediately after customer interactions
After completing a phone call, you can add notes about the conversation directly to the activity record. You can also update customer information while the details are still fresh. For example, if a customer tells you that they prefer email communication during the business day, you can update their contact preferences in CRM so other coworkers who work with that customer can see the preference too. When you're finished, you can mark the activity complete and continue to the next item on your list.
Keep information synchronized across devices
Dynamics 365 is cloud based, so the information you enter through the mobile app is synchronized with CRM rather than remaining only on your phone. Updates you make while you're away from the office can therefore be available to coworkers viewing the same customer record. When you return to your desktop, you can also access the information you entered from your mobile device. This eliminates the need to wait until the end of the day to reopen your laptop and recreate notes or update completed activities.
Prepare for meetings from your phone
The mobile app can also help you prepare immediately before a customer meeting. You can open an account record, review its contacts, and refresh your memory about individual people or other customer details. From there, you can contact someone directly or schedule a future follow-up activity. After a meeting, you can return to the account timeline and add notes while the conversation is still fresh. Those notes become part of the CRM record and can be reviewed later when you return to the office.
Bring your CRM into the field
Your CRM records, customizations, and tables remain available through a familiar interface that has been rearranged for a smaller screen. For salespeople who regularly work away from their desks, the Dynamics 365 mobile app provides a convenient way to stay connected to customer information, complete activities, record updates, and prepare for meetings without waiting to get back to a computer.
