The recent update to Microsoft Dynamics CRM has introduced a number of useful sales related goodies that will put a smile on the face of any salesperson. One of the main updates is the new enhanced mobile offline capability. This will enable your sales team to nurture leads wherever they are, and as we all know, productive sales people are happy sales people.
Overview of Microsft Dynamics CRM 2016 – Mobile Offline experience
Empower salespeople to effectively manage their workload and get the necessary tasks done even when there is no internet access. Salespeople can create, amend or delete records while offline. Automatic playback of offline actions helps synchronize local changes with Microsoft Dynamics CRM Online. The mobile app provides a seamless user experience when switching between online (connected) and offline modes.
Microsoft Dynamics CRM has been adapted to fit how salespeople like to work as opposed to forcing people to adopt foreign ways of doing things that inhibit productivity. One way Microsoft is doing that is by delivering key sales capabilities within Outlook desktop and mobile browser. For Outlook on the desktop, Microsoft already delivers CRM for Outlook, which provides true offline and rich sales capabilities inside the productivity application that salespeople already use on a daily basis. In this release, Microsoft makes it even easier to stay productive by surfacing contextual information from Dynamics CRM right in your inbox. The Microsoft Dynamics CRM 2016 App for Outlook makes it easy to track emails, add contacts from within an email or even create new records to track emails against the browser on PC or Mac or mobile browser on phone. The Microsoft Dynamics CRM 2016 App for Outlook will expand support to include Firefox, Safari for Mac and Outlook for Mac in addition to the currently supported IE and Chrome.
Microsoft Dynamics CRM Mobile Offline Features
The navigation bar consists of four buttons, these are;
Menu – This is where users can access all the different entities and areas of the app
Search – The search facility provides users with an easy and intuitive way to access records.
Home – This will take users to their personal homepage.
Back – This will take users back to areas they were working on before.
The mobile app aims to allow sales people to do their job more effectively. For example, if a sales person is going into a client meeting, they would be able to review the account looking at opportunities and recent cases, so that they are prepared for the meeting.
Accessing the account is simple, it’s just a case of going menu > Accounts > Choose the desired account.
The mobile app makes reaching out to customers easier than ever before, simply touch any phone number or address and the app will do the rest, once the phone call is finished there will be a create form waiting to enable the user to enter the information while it is still in fresh in their mind.
Another great feature is the ability to get directions or maps simply by clicking on an address field, which enhances the intuitive feel of the mobile application.
You are able to customise the application in a couple of ways. If a user wants to customise their home screen, they can create a dashboard on the web client.
Menu > View Dashboard > Command Menu > Select Dashboard > Choose Desired Dashboard > Set as Home
Users can also pin their favourite records or views to the home page simply by navigating to the desired record or view and selecting “pin to home”
There would be no better gift for your sales team this Christmas than this extremely useful productivity enhancement Don’t forget about your sales team this Christmas, the recent update to Microsoft Dynamics CRM has introduced a number of useful sales related goodies that would put a smile on the face of any salesperson.
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