Do you install the Dynamics 365 iPhone/Android app?
Updated by Brady Stroud [SSW] 1 year ago. See history
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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.
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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
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