Use the Dynamics 365 Sales mobile app

Important

This topic is pre-release documentation and is subject to change.

Use the Dynamics 365 Sales mobile app to plan your day by seeing what it has in store such as upcoming meetings and insights. You can also take post-meeting actions such as adding notes, creating contacts, and updating data in relevant records.

Sign in and sign out of the app

You can sign in to the Dynamics 365 Sales mobile app by using your work email address you use for Dynamics 365. If you need help with your sign-in information, contact your Dynamics 365 administrator.

Sign in to the app

  1. On your mobile device, search for Dynamics 365 Sales, and then open the app.

  2. On the welcome screen, tap Sign in.

    Sign in screen

  3. Enter your email and password.

  4. From the list of apps, tap the app you want to use.

    Select an app

Sign out from the app

  1. Tap your profile picture at the top left of the screen.

  2. Tap Apps.

    Tap Apps

  3. Tap Hamburger menu icon at the top left of the screen, and then tap Sign out.

    Sign out

First run experience

When you sign in and select the app for the first time, you'll see the display cards. Review the display cards on the app and on the last card, select Let's go to move to the home page.

Second welcome screen

The home page is displayed as shown in the following example screen:

Sales mobile app home page

See also

Learn the basics