Getting Dynamics 365 for Financials on Your Mobile Device

Access your Financials data from your mobile device. You can navigate through your business data, use features such as send to Excel or Office 365, view up-to-date charts and KPIs, email sales quotes and invoices, and shoot and attach pictures with your camera. Follow the steps below to download the app and get started.

To get the app on my mobile device

  1. Install the Financials app on your mobile device by downloading the app from the Windows Store, App Store, or Google Play.
    Windows Store App Store Google Play
  2. Launch the app from your mobile device.
  3. Enter your user name and password that you created during sign-up for Financials and follow the instructions on the screen.

You should now have access to Financials and be able to view and edit data.

See Also

Welcome to Dynamics 365 for Financials
Working with Financials