I don’t think I’ve met a salesperson that didn’t want an faster way to update CRM from the road. When you’re rushing to and from meetings, airports, conference sessions, etc., you want economy and simplicity. You probably don’t need access to customer service cases or marketing dashboards.
Microsoft got the message and is releasing a new stripped-down Dynamics 365 for Sales app. You may be thinking, “Mark, there’s already a Dynamics 365 mobile app”. Yeah, but the out-of-the-box mobile app is overkill for a user that wants simply to prep for their day and update sales records. The option of modifying the existing mobile app by removing entities is there, as is showing the sales team some love by creating a sweet little Power App. But most organizations aren’t going to take the time to do either. So, offering a stripped-down mobile sales app makes a sense.
Users will find it easier to update a cleaner, trimmer CRM on their phones. No need to wait until they return to the hotel, airport or office.
Check out some pre-release screenshots courtesy of the 2020 Release Wave 2 Plan doc:
That’s a plus for frontline sales and sales management — capturing critical updates for managing customers, deals, and pipeline. Relax — you’ll still be able to access related records if you want. The current release timeframe is October 2020.
By Mark Abes, Vice President, Dyn365Pros, Microsoft Partner: Business Applications, Small and Midmarket Cloud Solutions, Enterprise Resource Planning, San Diego, Southern California
CRM success doesn't happen by accident
Work orders are the connective tissue of Dynamics 365 Field Service. Work orders set the table for your schedulers, dispatchers and field techs to complete