Turn Field Operations into Your Next Revenue Stream
For many Microsoft Dynamics 365 partners, the customer relationship begins with ERP implementation — but it does not have to end there.
Once Business Central or Finance & Operations is in place, many organizations still face a significant operational gap between what happens inside the ERP and what happens in the real world.
Sales representatives visit customers. Drivers execute delivery routes. Orders are created in the field. Inventory moves between warehouses, vehicles, and customer locations. Payments and returns are collected. Service and merchandising teams work across distributed locations.
The ERP holds the data, but the actual execution often happens somewhere else.
For Dynamics 365 partners, this creates an opportunity to extend their practice beyond the traditional ERP implementation and address a much broader part of the customer's operations.
The opportunity beyond Dynamics 365
Consider a distributor already running Microsoft Dynamics 365 Business Central.
The company may have hundreds of customers, a warehouse operation, sales representatives visiting stores, and drivers making deliveries every day.
Business Central manages customers, products, inventory, pricing, orders, and financial data. But the people executing those processes in the field need something different: a mobile environment designed around their daily work.
They need access to customer and product information, pricing and inventory. They need to create orders, issue invoices, collect payments and returns, capture signatures and photos, and continue working even when there is no reliable internet connection.
This is where an execution layer becomes critical.
Dynamics Mobile extends Dynamics 365 into these real-world operations, connecting ERP data with the people responsible for executing the process.
DSD and Field Sales are more than mobile ERP
One of the areas we will explore during the webinar is Direct Store Delivery (DSD) and Field Sales.
These processes are sometimes grouped together with Field Service, but the operational requirements are very different.
A sales representative may visit multiple stores during a route, check customer history and inventory, take an order, apply the correct pricing and promotions, and collect a payment.
A van sales representative may carry inventory in the vehicle and complete the entire sales transaction directly at the customer location.
A delivery driver may need to confirm deliveries, manage returns and capture proof of delivery.
And all of this may need to happen offline.
These are not simply mobile versions of ERP screens. They are operational workflows that need to remain tightly connected to Dynamics 365 while being designed for the realities of field work.
See the complete workflow in action
During the webinar, we will move beyond slides and show how a connected field operation can work in practice.
The session will demonstrate a DSD / Field Sales workflow connected with Microsoft Dynamics 365 Business Central — from routes and customer visits through orders, inventory, delivery, returns and invoicing.
We will also demonstrate offline execution, an important capability for organizations whose teams work in warehouses, customer locations, rural areas, basements or other environments where connectivity cannot always be guaranteed.
The objective is simple: the field operation should continue even when the internet connection does not.
A new opportunity for Dynamics partners
For Dynamics partners, the discussion is not only about technology.
It is also about what happens when an existing Dynamics 365 customer needs capabilities outside the ERP.
Instead of treating Field Sales, DSD, warehouse mobility, route optimization or other field operations as separate projects handled by unrelated vendors, partners can incorporate these requirements into their own Dynamics 365 offering.
That can create opportunities for additional implementation services, mobile users and licenses, integration and consulting work, ongoing support, and expansion into other operational areas.
Most importantly, the partner can remain at the center of the customer relationship.
From one use case to a broader operational platform
A Field Sales or DSD project can also be the beginning rather than the end.
Once field execution is connected to Dynamics 365, organizations can extend the same operational environment into areas such as Warehouse Mobility, Route Optimization, Field Service, Customer Self-Service and other last-mile processes.
For partners, this creates a natural expansion path within customers they already know and support.
What about AI?
AI will also be part of the conversation — but with a practical perspective.
Rather than focusing on abstract promises of fully autonomous operations, we will look at where AI and intelligent automation can provide value in field operations today and how they may evolve in the future.
Route optimization, anomaly detection, operational recommendations and reduction of repetitive administrative work are examples of areas where intelligence can support field teams without losing sight of the physical and human realities of field execution.
Join the Dynamics Mobile webinar
In “Turn Field Operations into Your Next Revenue Stream,” Dynamics Mobile will show Microsoft Dynamics partners how Field Sales, DSD and connected field operations can extend the value of Dynamics 365 beyond the office.
The session will combine business discussion, practical use cases and a product demonstration to explore both the technology and the partner opportunity.
What we'll cover
- The execution gap between Dynamics 365 and field operations
- DSD and Field Sales — and how they differ from Field Service
- A Dynamics Mobile workflow connected to Business Central
- Offline field execution
- Real-world customer scenarios
- Opportunities for Dynamics partners to expand existing accounts
- The practical role of AI in field operations
- How to get started with the Dynamics Mobile Partner Program
Who should attend?
The session is designed for Microsoft Dynamics 365 partners, Business Central and Finance & Operations consultants, ERP practice leaders, sales and business development teams, solution architects, and organizations working with customers in distribution, FMCG, food & beverage, manufacturing and other field-intensive industries.
Turn Field Operations into Your Next Revenue Stream
Dynamics Mobile | Partner Webinar
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