Microsoft released updates to the Dynamics 365 Sales Mobile App
Microsoft recently released updates to the Dynamics 365 Sales Mobile app. The update includes experience improvements for the previous version as well as the following improvements, according to Microsoft’s documentation:
Consider privileges set by teams for creating and editing operations.
Show “ApplicationRequired” fields by default when not explicitly added to the default QVF for an entity.
The updates that Root16 finds most helpful have to do with the quick-add function on the Sales Mobile App.
The post Microsoft released updates to the Dynamics 365 Sales Mobile App appeared first on Root16.
Published on:
Learn moreRelated posts
Why Solution Structure Determines Whether Microsoft Dynamics 365 Customer Engagement Environments Scale Successfully
Many Microsoft Dynamics 365 Customer Engagement environments do not become difficult overnight. The friction builds gradually. Deployments req...
Dynamics 365 Sales Integration with Business Central: Native, Custom, or Third-Party?
Connecting your CRM and ERP should mean one thing: your sales team sees accurate, current data from Business Central inside Dynamics 365 Sales...
The Revenue Leak Your Dynamics CRM Cannot See
Key Takeaways: 1. The biggest revenue loss in field sales is invisible. It never shows up in a report; it's the nearby visit a rep never knew ...
Dynamics 365 Sales – Engage leads with deeper knowledge by connecting any data source to Sales Development Agent
We are announcing the ability to engage leads with deeper knowledge by connecting any data source to the Sales Development Agent in Dynamics 3...
Dynamics 365 Sales – Ensure precise customer interactions with fine-tuned Sales Qualification Agent
We are announcing the ability to ensure precise customer interactions with fine-tuned Sales Qualification Agent in Dynamics 365 Sales. This fe...
Turning Copilot into a system of action with Dynamics 365 Sales and Service plug-ins in Copilot Cowork
Copilot Cowork is where people delegate multi-step, multi-source work and review it, drawing across records, knowledge, email, and meetings, a...
Dynamics 365 Sales – Skills for Copilot Cowork
We are announcing the ability to connect Dynamics 365 Sales to Copilot Cowork with Skills. This feature will reach general availability on Jun...
Dynamics 365 Sales – Redesigned Opportunity Research helps sellers understand deals and take action faster
We are announcing a redesigned Opportunity Research experience that helps sellers understand deals faster and take action with confidence in D...
Dynamics 365 Sales – Carry out suggested actions faster and more effectively
We are announcing the ability to carry out suggested actions with built-in context and guidance directly within the flow of work in Dynamics 3...
AI Agents in Microsoft Power Platform: Where Custom Agentic CRM Fits in Dynamics 365 Customer Engagement
In many CRM planning conversations right now, AI agent discussions are starting before organizations have fully aligned governance, integratio...