These days, mobile apps help sellers to create excellent customer relationships and to keep up-to-date with essential details. The new mobile app (preview) for Microsoft Dynamics 365 sales is optimized to allow salesmen to spend time on the road visiting customers while simultaneously keeping updated and tracking their days. It also helps retailers to log and share information quickly with the right data at any time, anywhere.
The new mobile Dynamics 365 sales app, which is now available in advance, will allow your sales team to remain effective wherever they work. Sales reps can easily plan, record, and exchange details for client commitments and find the information they need with the mobile app’s main features.
Key features of Dynamics Sales mobile app
Optimized view of information
While the seller prepare for meetings, they can see the specifics of the meetings, the attendees and their answers to frequently asked questions through their Outlook app. Additionally, associated information such as the title of the appointment, expected sales, estimated closing date, the pipeline level, notes, and AI recall information can also be accessed.
Better information capture
The sales process can be better informed through the information capture feature. Detailed notes include the storing of photos taken using the device’s keys or voice-to-text capabilities and talking points. You can also capture these details in notes while interacting with sales data. Sellers use a lightweight, customizable method to streamline the updated data to modify the most relevant fields. Or, if sellers need more detail, with a single tap, they can access their entire record.
Search that provides more efficient access
The homepage is designed to optimise upcoming meetings and documents. Sellers can easily and efficiently locate the details they need while looking for relevant information through their search results.
What can you do with Dynamics 365 Sales mobile app?
Using this mobile app can greatly impact your customer service engagements by improving the user experience.
- Plan your day
The Dynamics 365 Sales mobile app is designed specifically for core scenarios for sales which actively benefits the customer support and customer experience.
- Do post-meeting work
You can add notes easily, establish connections, and update the required records’ details once you’re out of your meeting.
- Find the required information and act accordingly
Find a contact that you want to meet quickly or find the latest records that you have been working on such as conversion rates, customer engagement strategies and long term sales metrics.
Dynamics 365 Sales Mobile App is now officially available for public review. At DFSM our experts and consultants will help you get started to ensure the Dynamics 365 Sales mobile app’s final implementation works in accordance with your company requirements.
If you have concerns or questions about the app, you can always contact our consultants. The administration might take a few steps to enable Dynamics 365 for phones from the settings along with the relevance search. Then you’re good to inform your sales reps about using the phone and tablet app right away on their mobile device to gain improved customer loyalty.