The last year has greatly changed the usual approach to doing business: there are fewer trips and movements, but the workforce has become busier. The pandemic has accelerated the pace of sales, and salespeople have more responsibilities and jobs that often have to be combined across time zones.

Salespeople need to complete their tasks quickly and efficiently. Speed is affected by automating service functions and minimizing data entry.

Dynamics 365 Sales now has a new affordable mobile app that brings together the best solutions. Powered by Microsoft Teams, Microsoft Outlook, and Dynamics 365 Sales, the mobile app makes sales seamless and streamlined to unload busy workdays. The app brings together the best practices and concepts of Microsoft and Dynamics 365 Sales. Namely: Interaction and Intelligent Workflows, Collaboration and Productivity.

Microsoft Power Platform helps the Sales mobile app grow rapidly. Dynamics 365 Sales maintains constant expectations thanks to the mobile app. This allows you to be not tied to the location.

Get ready before you start

The Dynamics 365 Sales mobile app always notifies salespeople with real-time push notifications. They can also be customized to suit individual needs. Reminders also provide information about issues for which there has been no activity for a long time. Also sellers can receive notifications directly from Outlook.

The main page of the application contains information for everyday tasks. For example, these are upcoming meetings, recent entries, and contacts. On the home screen, you can add various items such as notes or contacts.

Be prepared before interacting with a client

With just one click of a button, sellers can join Microsoft Teams meetings by viewing them from their calendar.

If you have face-to-face appointments, you can find location links in the app. The Dynamics 365 Sales app shows salespeople relationship and logistics data from Outlook and Dynamics 365 Sales. The meeting card collects all key data and attendee responses from Outlook. Data is pulled from Dynamics 365 Sales, allowing the salesperson to see all key facts such as dates, milestones, notes, etc. generated by AI.

Routine on the go

With mobile-optimized quick view forms, merchants can easily view recent data, update it, or view in detail. You can also quickly create notes, contacts, and update entries.

Save time by minimizing manual input

The Dynamics 365 Sales mobile app minimizes the amount of manual data entry, which saves time. You can also add photos, for example, with paper notes. Another handy feature is to scan business cards to add data to your contacts.

Work responsibilities became blurred due to different time zones, which created very long work days. The pressure on salespeople is especially great because they need to meet their sales goals. The Dynamics 365 Sales mobile app includes powerful salesperson-centric workflows. Integration with Outlook, Microsoft Teams and Sales gives you a huge competitive edge.

Thus, the Dynamics 365 mobile app is a deeply integrated CRM system that empowers sales organizations.

Article publication source:
https://cloudblogs.microsoft.com/