New Dynamics 365 Sales mobile experience – Whats good and not good about it

Written by

Posted on

Microsoft is launching all new Dynamics 365 Sales mobile app and is in public preview (as on 10th Jan 2021) for testing out.

Key Features:

  • 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.
  • Improved search experience: Search suggestions, search as you type, and a helpful search result grouping.
  • Responsive lists: Reducing clutter and optimizing lists for drill-down and bulk actions.
  • Mobile-optimized forms with scrollable tabs.
  • Enhanced navigation with gesture support on iOS and Android.

How to enable the preview in your instance (recommend to test it out in a sandbox environment):

Changes in Dynamics instance:

Go to Advanced Settings>Administration>System Settings> Mobile Client tab > ‘Enable the Sales mobile app (preview)

Changes in user device (Androide / iOs)

Follow the link based on the mobile device OS

Android: Install the Dynamics 365 Sales mobile app on Android | Microsoft Docs

iOS: Install the Dynamics 365 Sales mobile app on iOS | Microsoft Docs

Our Findings:

  • 👍🏼 UI is simpler, fast and easier to use comparing the Dynamics 365 Mobile app
  • Quick create options are available only for Notes and Contacts. Not sure why limited to these alone? Or any other settings change required, not sure.
  • For accessing entities enabled for ‘Quick Create’, we need to click on any of the entity list view (few clicks required)
  • By default ‘Add Note’ and ‘Add Contact’ options are available as quick navigation and for businesses where sales process starts with Lead and not contact, adding contact might not be a good option
  • Adding a new note: If we need to add a note against a custom activity using the ‘Quick navigation’, setting the regarding object option is not available (or may be we couldn’t find)

Verdict: From our perspective, overall it’s a very good start and still it needs some tweaks in terms of navigation options for a ‘sales agent’ to enjoy working with the app.

PS: In case if you are not able to see the model driven apps in your sandbox in the app, please check the option ‘ Show non-production app’.