The new Dynamics 365 Sales mobile app (preview), has been introduced specifically for the field sellers who need quick access and intuitive management of the customer information on the go while travelling / meeting the customers.
Check other posts on 2020 Release Wave 2
To enable the App, navigate to Advanced Settings from the Sales Hub and then to Administration > System Settings > Mobile Client tab
We also need to enable Relevance search on the environment for the mobile app’s search to work.
For iOS –
For Android –
After installation open the app and sign in
From the list of apps, select the App to be used. Here we clicked on the Sales Hub app.
Below is the home page of the app.
The home page provides quick access to recent contacts and recent records along with reminders and insights.
More on Assistant –
The + option allows for the quick creation of Note and Contact records.
The more options allow access to the navigate to other part of the apps – dashboard and the other entities.
Search suggestions provide results while we are typing and grouping of search results to quickly find the information needed.
Other sub grid and form tab improvements in the app –
The meetings option shows the calendar view and the meetings that are scheduled in the outlook.
We cannot create meetings from the Sales Mobile app.
Get all the details here –
Overview of the Dynamics 365 Sales mobile app
Blog posts on 2021 Release Wave 1 – Dynamics 365
Hope it helps..
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