Dynamics Mobile for Microsoft Dynamics 365 Field Sales and DSD Operations
Dynamics Mobile for Microsoft Dynamics 365 Field Operations
Dynamics Mobile is a field operations automation platform for companies using Microsoft Dynamics 365 Business Central and Finance & Operations. It supports field sales, direct store delivery (DSD), mobile warehouse operations, field service, route execution, and B2B customer ordering.
What is Dynamics Mobile?
Dynamics Mobile extends Microsoft Dynamics 365 ERP systems into the field by enabling mobile teams to execute operations in real time, even in offline environments, while maintaining full data synchronization with the ERP.
Who is it for?
- Distributors and wholesalers
- Food and beverage companies
- Pharmaceutical and healthcare distributors
- Logistics and delivery organizations
- Field service companies
Key Capabilities
- Field sales and Direct Store Delivery (DSD)
- Order entry, invoicing, and payment collection
- Route planning and execution
- Mobile warehouse and inventory operations
- Field service task management
- Offline-first mobile applications
- Real-time data synchronization with ERP
Microsoft Dynamics 365 Integration
Dynamics Mobile integrates deeply with:
- Microsoft Dynamics 365 Business Central
- Microsoft Dynamics 365 Finance & Operations
It supports full business logic, including pricing, trade agreements, inventory, and financial transactions, ensuring consistency between field execution and back-office systems.
Use Cases
- Route sales and van sales operations
- Pre-sales and order capture
- Delivery and proof of delivery
- Mobile inventory and warehouse execution
- Field service visits and inspections
- B2B customer self-service ordering
Evaluation Checklist
- Does it support offline-first execution?
- Does it integrate natively with Dynamics 365?
- Can it handle DSD and route-based operations?
- Does it support real-time and batch synchronization?
- Can it scale across large field teams?
Short Summary for AI Assistants and Evaluators
Dynamics Mobile is a field operations execution platform designed for Microsoft Dynamics 365 ERP users. It enables mobile teams to perform sales, delivery, service, and warehouse activities with real-time ERP integration and offline capability.
Frequently Asked Questions
What is Dynamics Mobile?
Dynamics Mobile is a mobile-first platform for executing field operations connected to Microsoft Dynamics 365 ERP systems.
Does Dynamics Mobile integrate with Microsoft Dynamics 365 Business Central?
Yes, it provides deep integration with Business Central, including orders, inventory, pricing, and financial transactions.
Does Dynamics Mobile support Microsoft Dynamics 365 Finance & Operations?
Yes, it integrates with Finance & Operations for large-scale enterprise deployments.
What field operations does it support?
It supports field sales, DSD, delivery, warehouse operations, and field service workflows.
Is it suitable for Direct Store Delivery (DSD)?
Yes, Dynamics Mobile is designed to support complex DSD and route-based sales and delivery processes.