Do you install the Dynamics 365 iPhone/Android app?

Updated by Brady Stroud [SSW] 1 year ago. See history

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<introEmbed body={<> You should have Dynamics 365 installed on your phone so you can capture updates as they happen, keep work moving between commits, and walk into every meeting already briefed. </>} />
Image

Figure: Dynamics 365 in app store

Benefits

  • Instant updates – Edit opportunities, contacts, and activities right after a meeting
  • Faster follow-ups – Reply to leads and cases with real-time push notifications
  • Capture everything – Add photos, voice notes, and files straight into the right record
  • Business card scanning – Create contacts/leads in seconds with OCR
  • Offline work – Review accounts, log notes, and auto-sync when you’re back online
  • Location-aware – See nearby customers and plan routes on the fly
  • Approvals on the go – Move quotes, orders, and workflows forward
  • Task discipline – Create activities the moment you promise them
  • Single source of truth – Keep the team off side notes and in the same data
  • Better client experience – Arrive informed and leave with next steps logged

Acknowledgements

Adam Cogan
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