Learn the basics
This topic is pre-release documentation and is subject to change.
When you open the Dynamics 365 Sales mobile app on your mobile device, you’ll see the home page. This home page provides high-level information on the meetings and insight cards that are specific to you. Typically, the home page displays the following kinds of information:
The Meetings section of the home page shows important information about the last meeting you were in and the next one coming up. When you tap a meeting, the Meeting details page opens. More information: View meeting details
The Meetings section only includes meetings that have at least one attendee who's outside of your organization's domain.
The Recent contact section of the home page shows a few contacts you have recently accessed through the web or mobile app. You can tap a contact to views its details or tap Recent contacts to open an extended list of recent contacts. More information: Manage contacts
The Recent records section of the home page shows a few records you recently accessed through the web or mobile app, such as an account or opportunity. You can tap a record to views its details or tap Recent records to view an extended list. More information: Manage records or regarding entities.
Reminders and insights
The Reminders and Insights sections on the home page show action cards from the relationship assistant. The cards show up to three reminders and three insights. If your administrator has created custom cards, they can be shown here, too.
Insight cards help keep you up to date with your work in Dynamics 365 Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. The cards are generated by the assistant based on data stored in Dynamics 365 Sales and your Exchange inbox and calendar. More information: Insight cards reference
Not all types of insights and reminders cards are displayed in this section. More information: Notes and reminders
When you tap Reminders or Insights, an extended list appears. Tap a reminder or an insight to see details about it. Tap Open in the card to open the reminder or the insight card.
Tap the three dots to take further action on a reminder, such as to dismiss, snooze, or mark it as helpful or not helpful.
You can use the navigation bar at the bottom of the screen to navigate through the app.
The navigation bar includes the following options:
Tap Home from anywhere in the app to go to the home page.
Tap the Search icon and enter text in the search box to find related information quickly. When you start typing, suggested records are displayed that include the text. Enter the complete words for better results. More information: Search records
Tap the Meetings icon. The calendar selection view is opened with a list of meetings that are scheduled for the current date. By default, information for the current date is displayed. You can swipe left or right to choose a date for which you want to view scheduled meetings.
To learn more, go to View meetings.
To navigate to other areas of the app, tap the More icon to view the site map or menu of the Sales Hub app or any other custom app module you are using. The following screen is a site map sample:
The Recent option, listed at the top of the site map, displays the records that you have accessed recently through the Sales mobile app. Tap the Pinned option to display any pinned records.
Select the bidirectional arrows in the upper-right corner to switch to other menus such as App settings and Sales Insights settings.