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How Users Can Take Dynamics 365 On-the-Go with Mobile Devices

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One of the best features of Dynamics 365 is its portability. With administrator support, users can access work from anywhere with smartphone and tablet options, making it an ideal platform for an increasingly mobile world.

The Advantages of the Dynamics 365 Mobile Platform

Today’s employees are connected, working in offices, on job sites, from home, and on the road. By implementing the Dynamics 365 mobile platform, users have the ability to do their work wherever they need to be. This is particularly important for people in the following situations:

  • Sales professionals who need the ability to create quotes or proposals during off-site client meetings
  • Remote workers who need access from their preferred devices
  • Employees who travel frequently for business and need to check in from smartphones or tablets on the road
  • Executives who need to stay connected at all times

Working with Your Administrator to Set Up Dynamics 365 for Mobile

Setting up Dynamics 365 for phones and tablets requires administrator assistance to configure the correct privileges for your account. You should work with an admin before attempting to set up your Dynamics 365 platform on mobile. Then follow the steps below:

  1. Make sure you have a supported device. You can view Microsoft’s list of supported devices here.
  2. Install the app from your preferred app store. There are options for phones and tablets on Android, Apple, and Windows devices.
  3. Once you have sufficient privileges from your administrator to access Dynamics 365, you may need to work with him or her to gain the level of security access you need for your work. Customer Data is limited based on security and entity settings.

What Administrators Need to Know About Customization Options for Mobile Dynamics 365

The ability to design once and deploy everywhere is a big advantage with Dynamics 365. Customizations to the main Dynamics 365 platform are automatically optimized and then applied to mobile apps for convenient functionality. The following are additional customizations for mobile:

  • Form customizations: Forms are already optimized for the mobile user experience, but additional customizations can be made to eliminate fields, sections, or entire tabs to allow users to focus on the most relevant data (for instance, the contact’s primary information).
  • Entity customizations: All custom entities can be enabled on Dynamics 365 for phones and tablets.
  • Visual controls customization: Users can enter data faster using visual controls in Dynamics 365 for mobile devices. Sliders, switches, star ratings, video embedding, and calendar controls are all available options that can create a sleeker experience.

Whether you’re a Dynamics 365 user or administrator, getting comfortable with Dynamics 365 mobile functionality is an important way to help your company take the next step in CRM optimization. To learn more about Dynamics 365 and implementing mobile options as part of your digital transformation, contact us today!

Three Reasons Why You Should Use Dynamics 365 for Financials

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Dynamics 365 is designed to connect every business function together into a single, easy-to-use platform. As you can imagine, there are a number of ways in which the software’s capabilities can be used, and today we’re taking a look at one of the most popular: Dynamics 365 for Financials.

First, let’s review what you can do with Dynamics 365 for Financials. The application includes features that perform the following tasks:

  • Quoting
  • Invoicing
  • Payment
  • Purchasing
  • Inventory Management
  • Reporting
  • Analytics

These are basic financial management functions that every business needs, but the way Dynamics 365 for Financials connects these tasks to a comprehensive, scalable platform is what makes it so valuable. Here are three reasons why we think Dynamics 365 for Financials is an excellent choice for small and mid-size organizations alike.

1. Dynamics 365 for Financials Makes Your Back Office More Efficient

Standalone applications can be slow and inefficient. Dynamics 365 for Financials pulls data from the same system as your sales, marketing, operations, customer service, and other business departments. These connections allow teams to share customer data across departments, quickly send quotes and proposals, follow up on unpaid invoices, and work efficiently with local or distant team members.

Dynamics 365 for Financials also makes use of familiar Microsoft Office programs, making it easy for your employees to perform functions like quoting and invoicing via Outlook. Faster, smoother processes enable employees to quickly perform basic tasks and then focus their attention on more important things.

2. Dynamics 365 for Financials Makes It Easy to Discover Problems & Track ROI

The reporting and analytics capabilities of Dynamics 365 for Financials help organizations paint a complete picture of their sales and spending. Financials unites data from accounting, sales, purchasing, inventory, and customer accounts so that you can see exactly where money is being earned – and where it’s being lost.

Microsoft dynamics for finance

At the same time, predictive analytics help organizations model better financial outcomes and avoid wasteful spending. Dynamics 365 for Financials has also made reports easy to create and share so that every member of your team can use real-time data to make important financial decisions.

3. Dynamics 365 for Financials is Ready to Grow with Your Company

When those improved decision-making capabilities pay off and your business starts growing, Dynamics 365 for Financials is ready to grow with your organization. The application is flexible and scalable, with dozens of add-on apps to increase capabilities and connect to popular programs your company may already be using, like QuickBooks, PayPal, and credit card processing services.

Small and mid-sized businesses especially benefit when they have the opportunity to start with a basic platform and scale up as they require more specialized applications. Dynamics 365 for Financials allows organizations to pay for what they need and eliminate wasteful spending on technology that will go unused or unneeded.

Is your company interested in taking advantage of Dynamics 365 for Financials? Contact us today to learn about our special pricing for new Dynamics 365 customers.