Beyond the ERP: Extending Dynamics 365 with a Mobile Field Sales Platform

Microsoft Dynamics 365 provides the foundation for managing critical business processes, but for field sales teams, the real challenge begins when those processes move outside the office.

In this fast-paced session, Kaloyan Dimitrov will explore how a dedicated mobile field sales platform can extend Dynamics 365 directly into the hands of sales representatives.

Using Dynamics Mobile Field Sales as a practical example, the session will look at how organizations can create a connected workflow between field teams and Dynamics 365 — giving sales representatives access to the information and tools they need throughout the customer visit.

The session will cover how field sales teams can:

• Access customer and account information directly in the field
• Browse and search product catalogs
• Check pricing and product availability
• Create and process orders during customer visits
• Manage routes and daily sales activities
• Continue working in environments with limited or no connectivity
• Synchronize field activity back to Microsoft Dynamics 365

We’ll also discuss why modern field sales requires more than simply capturing orders on a mobile device, and how connecting ERP data with field execution can help organizations build a faster, better-informed, and more responsive sales operation.