How Do I Use Dynamics 365 Mobile App?

Tyler Yates

Are you looking for an efficient way to manage your business on the go? Look no further than Dynamics 365 Mobile App!

With this app, you can easily access all of your business data and processes from your mobile device. In this tutorial, we’ll walk you through the steps to use Dynamics 365 Mobile App.

Step 1: Download the App

The first step is to download the Dynamics 365 Mobile App from your app store. The app is available for both iOS and Android devices. Once downloaded, sign in using your Microsoft Dynamics 365 account credentials.

Step 2: Navigate the Home Screen

Upon opening the app, you’ll be directed to the home screen. Here, you’ll see a list of all your recently accessed records and activities. At the bottom of the screen, there are three icons: Home, Search, and Menu.

  • Home Icon: Tap on this icon to return to the home screen.
  • Search Icon: Use this icon to search for specific records or activities.
  • Menu Icon: This icon opens up a menu with additional options such as Settings and Help.

Step 3: Accessing Records and Activities

To access a record or activity, simply tap on it from the home screen or use the search function. The record or activity will open up in a new window with all its details.

Records

Dynamics 365 Mobile App allows you to access all types of records including Accounts, Contacts, Leads, Opportunities, and more. You can view details such as name, email address, phone number etc., associated with each record.

Activities

You can also access all types of activities such as Tasks, Appointments, Emails, and more. You can view details such as subject, start date/time, end date/time etc., associated with each activity.

Step 4: Creating and Editing Records and Activities

Dynamics 365 Mobile App allows you to create and edit records and activities while on the go. To create a new record or activity, tap on the + icon located at the bottom of the screen. Select the record or activity type you want to create and fill in all the necessary details.

To edit an existing record or activity, simply open it up and make any necessary changes.

Step 5: Using Task Flows

Task Flows are a series of guided steps that help you complete a specific task such as creating a new lead or opportunity. Dynamics 365 Mobile App provides pre-built Task Flows that you can use to complete tasks quickly and efficiently.

To access Task Flows, tap on the Menu icon at the bottom of the screen, then select Task Flows. From here, select the appropriate Task Flow for your task.

Conclusion

With Dynamics 365 Mobile App, managing your business on-the-go has never been easier. Follow these simple steps to get started with using this powerful app today!