Dynamics 365 CE Mobile Apps for Sellers: Productivity on the Go

No matter whether it is in the bustling corridors of a trade conference, the boardroom of a client’s office, or the comfort of a home office, sales professionals need to remain not just productive but agile and responsive to unexpected customer needs. In just a few short years, the ability to stay connected and productive while on the move has transformed from a luxury to a necessity. Sales teams are no exception. Their success hinges on their capacity to access critical information, engage with customers, and drive sales, all from the convenience of their mobile devices.

This article explores the pivotal role of Dynamics 365 Customer Engagement’s (CE) Sales Mobile App in ensuring that sales professionals are in complete control of their productivity and customer interactions anytime and anywhere.

The Mobile Revolution in Sales

In the not-so-distant past, sales teams were bound to traditional office spaces, tied to desktop computers and landline phones. Acquiring, managing, and nurturing leads was primarily an office-centric process. Sales staff were only as mobile as the company car they had available or as agile as the phone calls they could make.

But now, mobile devices, such as smartphones and tablets, are the linchpin in the modern sales professional’s toolkit. The freedom to access information, connect with clients, and manage sales pipelines from virtually anywhere has redefined sales. It has empowered sales teams to break free from the constraints of office walls and engage with clients anywhere in real-time.

Sales teams rely on their mobile devices for many critical tasks.

Instant Communication

Mobile devices enable sales professionals to communicate with clients, colleagues and leads constantly. Calls, emails, text messages, and even video conferences can be initiated and managed easily, ensuring every opportunity is caught.

On-demand Information

Access to real-time data and customer information is at the fingertips of salespeople. This gives them the knowledge to provide personalized and informed interactions, enhancing customer relationships.

23.5% of people access sales info and manage customer relationships through mobile apps

CRM Integration

Integrating CRM systems, such as Dynamics 365 CE, into mobile apps ensures that sales teams can manage leads, opportunities, and customer data while on the move. This seamless connection between sales activities and data management is a game-changer regarding efficiency and effectiveness.

Workflow Management

Mobile apps facilitate workflow management, allowing sales professionals to update leads, schedule appointments, and track progress, all within a single application. This streamlines daily operations and ensures that sales teams are always on top of their tasks.

Dynamics 365 CE Sets the Standard for Modern Customer Engagement

At its core, Dynamics 365 CE is a comprehensive Customer Relationship Management (CRM) system designed to empower businesses to build and nurture lasting customer relationships. It provides a unified platform where organizations can manage their leads, opportunities, customer data, and interactions, fostering a holistic understanding of each client’s journey.

Because it creates a unified CRM system connecting an organization’s customer-facing personnel—not just sales staff—Dynamics 365 offers a complete view of each customer, allowing businesses to deliver personalized experiences, make informed decisions, and enhance customer satisfaction. It is a solution that redefines how businesses approach customer engagement, transforming it into a dynamic, data-driven, and customer-centric endeavor. Columbia’s Project Manager, Richard Armstrong, shared his thoughts on the mobile app, “[Our Competitor] had strange limitations that are not a problem with D365. It’s intuitive. And it’s Microsoft so it’s more accepted by the users.” 

The Sales Mobile App for Dynamics 365

Recognizing the evolving nature of modern work and the growing importance of mobility, especially in sales, Microsoft has pushed hard to extend the reach of its Dynamics 365 tools beyond desktop environments. That is why Dynamics 365 CE now offers a dedicated Sales Mobile App that enables users to harness its power while on the move. In fact, 73% of companies that have incorporated mobile applications for their sellers have reported an overall gain in their productivity.

36% of people find cloud technology making it easy to work from anywhere and access sales info and tools 

This app offers a seamless extension of the CRM system, providing access to critical customer information, lead management, and communication tools on mobile devices. With these apps, sales teams can initiate and track leads, schedule appointments, review customer history, and engage with clients in real-time, all from the palm of their hand.

This level of mobility ensures that sales professionals can seize opportunities, respond promptly to customer inquiries, and make informed decisions even outside the office. Dynamics 365 CE’s mobile apps empower sales teams to deliver a customer-centric approach that is agile, responsive, and personalized.

Integrate Mobile Access into Your Sales Strategies

Incorporating mobile access into your existing sales strategies is imperative in today’s fast-paced business landscape.

Define Clear Objectives

Start by setting clear objectives for incorporating mobile access. Determine what you aim to achieve through mobile interaction with clients and prospects. Whether it is faster response times, real-time data access, or improved customer engagement, a well-defined purpose is essential.

Choose the Right Tools

Select the most suitable mobile applications that align with your sales strategies. Dynamics 365 CE Sales mobile app offers a comprehensive set of features for sales professionals. Ensure that the chosen tools enhance rather than hinder your existing processes.

Training, Training, and More Training

Provide training and support to your sales team to ensure they are comfortable with the mobile tools at their disposal. Familiarize them with the features and functionalities that can expedite their sales activities. Encourage the use of mobile apps as an integral part of their daily routine.

Align Communication

Integrate mobile communication with your customer engagement strategies. Whether responding to inquiries, sending timely updates, or sharing documents, ensure that your mobile interactions align with your broader customer communication plan. Consistency is key to fostering a professional and cohesive image.

Switch to Dynamics 365 CE to Get Your Sales Staff More Productive in the Field

Dynamics 365 Customer Engagement provides a comprehensive suite of tools for team members across marketing, sales, and service functions. By leveraging the power of Dynamics 365 CE, organizations can create a unified and streamlined customer journey that breaks down silos, boosts engagement, and drives valuable customer actions. All quickly and easily.

Are you interested in migrating to Dynamics 365 CE? Watch our Dynamics CRM demo and see how this CRM can impact our business.

Frequently Asked Questions

#1 What is the D365 Sales Mobile App?

The Dynamics 365 Sales mobile app is a tool that provides access and enables sales professionals to manage their activities from anywhere at any time. It allows users to access to important features of Dynamics 365 Sales, such as lead management, opportunities, and customer data, tracking sales performance, and collaborating with team members. The goal of the app is to provide sales teams with connectedness and productivity from anywhere and everywhere.

#2 How do I Install the D365 Sales App?

• For iOS Devices:
  • Open the App Store on your iPhone or iPad.
  • Search for “Dynamics 365 Sales” and select the app from the results.
  • Tap “Get” to download and install the app.
• For Android Devices:
  • Open the Google Play Store on your Android phone or tablet.
  • Search for “Dynamics 365 Sales” and select the app from the results.
  • Tap “Install” to download and install the app.
• Sign In:
  • Once installed, open the app.
  • Sign in using your Dynamics 365 credentials.

#3 What are the Licensing & Role Requirements for Using the D365 Sales App?

Sellers that plan on using the Dynamics 365 Sales app must have the appropriate licensing and credentials.

• Licensing: Users need a valid Dynamics 365 Sales license. This can be included as part of a broader Dynamics 365 plan or purchased separately.
• Role Requirements: Users must be assigned the necessary security roles within Dynamics 365. Common roles include Salesperson, Sales Manager, or other custom roles that grant access to the sales entities and features required by the app.
• Admin Configuration: Ensure that the mobile app access is enabled by your Dynamics 365 administrator, and necessary permissions are granted for mobile use.

If you still do not have access to the mobile app after ensuring correct licensing and configuration, reach out to support for help.