Microsoft Dynamics 365 is the essential business solution for busy professionals who need to engage with customers while staying productive at work and on the go. Arrive prepared for every appointment and update notes, tasks, and attachments – along with relevant service and sales records – while the details are still fresh.

Dynamics 365 provides salespeople, agents, and supervisors with the best tools for managing their data, and updating records and status both online and offline. A seamless set up experience enables you to configure the app once and deploy it everywhere – on mobile, desktop, or tablet.

Features
· New look and feel with compact layouts and stacked elements, optimized to give essential info at a glance
· All-new Workspace, a personalized action hub to help you get to common tasks, suggestions and records quickly
· Enhanced note taking experience with seamless access to camera and other device capabilities
· Offline access with synchronization, so you can be productive on the go
· Access your activities, accounts, contacts, and leads from an easy-to-use home page
· Guided contextual business process
· Track progress for key performance indicators visually with charts
· Access your personalized views of lists and grids so that you see the data most important to you

Dynamics 365 for Phones is a mobile application suite that extends the capabilities of Microsoft's Dynamics 365 customer relationship management (CRM) and enterprise resource planning (ERP) software to mobile devices. It provides users with access to key CRM and ERP data and functionality, allowing them to stay connected and productive while on the go.

Key Features

* Access to CRM and ERP data: Dynamics 365 for Phones provides users with real-time access to important CRM and ERP data, including customer records, sales opportunities, orders, invoices, and inventory levels. This enables users to make informed decisions and take immediate action, regardless of their location.

* Mobile CRM functionality: The app offers a range of CRM capabilities, including lead management, opportunity tracking, contact management, and activity tracking. Users can create and update records, schedule appointments, and track their progress towards sales goals.

* Mobile ERP functionality: Dynamics 365 for Phones also provides access to key ERP functionality, such as order processing, inventory management, and purchase orders. Users can view and manage orders, check inventory levels, and create and approve purchase orders.

* Offline access: The app supports offline access to data, allowing users to continue working even when they are not connected to the internet. This ensures that users can stay productive even in areas with limited or no connectivity.

* Integration with other apps: Dynamics 365 for Phones integrates seamlessly with other Microsoft apps, such as Office 365, Power BI, and LinkedIn. This integration allows users to access and share data between different apps, enhancing productivity and collaboration.

Benefits

* Increased productivity: Dynamics 365 for Phones enables users to access and manage their CRM and ERP data on the go, increasing productivity and efficiency.

* Improved customer service: By providing access to real-time customer data, the app helps users provide better customer service and resolve issues quickly.

* Enhanced collaboration: The integration with other Microsoft apps facilitates collaboration between team members, ensuring that everyone has access to the latest information.

* Increased flexibility: The offline access feature allows users to continue working even when they are not connected to the internet, providing greater flexibility and convenience.

Target Audience

Dynamics 365 for Phones is designed for professionals who need access to CRM and ERP data and functionality while on the go. This includes sales representatives, customer service representatives, field service technicians, and managers. The app is particularly useful for businesses that require their employees to be mobile and have access to real-time information.

Conclusion

Dynamics 365 for Phones is a powerful mobile application suite that extends the capabilities of Dynamics 365 to mobile devices. It provides users with access to key CRM and ERP data and functionality, enabling them to stay connected, productive, and efficient while on the go. The app's offline access, integration with other apps, and support for both CRM and ERP functionality make it an essential tool for businesses that need to empower their mobile workforce.