The state of mobility with Microsoft Dynamics 365/CRM: Is your organization up to speed?

Virtually every company has at least some segment of their staff working outside of the office, from an insurance company to an auto parts manufacturer. That's where the requirement for mobility comes in. But what are the key mobile areas for companies actively using Microsoft Dynamics 365/CRM? If your organization is planning for ways to take the next step toward digital transformation, then consider the broad range of today's mobile tools and technologies that stand at the ready to move your business forward.

Just like hardware has come a long way since the early days of the first smartphones and tablets, employee and customer expectations of access to CRM data on the go have also grown rapidly. Let's look at typical mobile application areas where we see Dynamics 365/CRM organizations realizing value today.

Mobile Sales

In the past, after closing a deal the sales reps would draw up an order for the customer which would then travel back and forth for alterations. Afterwards, the reps would put the order into CRM. This could take anywhere from a few hours to a few days (if the sales rep waits for the end of the week to complete his administrative tasks), and only then the order would be ready for processing.

However with a mobile CRM on a phone or tablet, reps have all the information - customer, product, pricing, purchase history, inventory details, etc. - at their fingertips. A sales rep closes a deal and right on the spot can create an order via the app. The customer can verify the information in the order and even sign it digitally. The sales then rep sends the order to the back office with a tap on the screen, so it can be processed ...