Easily complete common tasks on the go

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Dec 2020 - To be announced

Business value

Field sellers traveling from one customer to the next often don't have time to update their CRM tools. At the same time, keeping everyone on the sales team aligned is key to achieving successful outcomes, not to mention that current and consistent sales data powers meaningful insights that help the sales organization sell more efficiently. With the new mobile app, field sellers no longer need to wait. Updating Dynamics 365 Sales is quick and easy. The mobile app is optimized for the field seller's most common on-the-go tasks. This means information in Dynamics 365 Sales is always current and field sellers can get things done in the moment, so nothing falls between the cracks.

Feature details

  • Start your day with easy access to important info: screen upcoming customer meetings, review related records, and make relevant updates in seconds.
  • Add notes with the touch of a button as you walk out of meetings.
  • Quickly update accounts and opportunities, and access account or opportunity details in seconds, wherever you are.
  • Easily act on your customer info. Find information about your contacts and opportunities effortlessly when you're on the go, and take action.

Note

This feature is available in Unified Interface only.