Operational Solutions

6 Solutions. One Autonomous Platform.

Dynamics Mobile provides enterprise mobile and AI-assisted field operations software for sales, delivery, service, warehouse, fleet, and route operations. Our solutions help companies digitize last-mile execution, connect field teams with ERP systems, work reliably offline, enforce operational policies, and turn field activity into structured business evidence.

Built for companies using Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance & Operations, and other ERP/back-office systems.

Solutions overview

Field Sales

Covers DSD, Pre-Sales, Merchandising, and Collections. Works offline, integrates with any ERP.

Best for
FMCG companies, distributors, wholesalers, beverage distributors, route-to-market organizations, and companies managing field sales teams.
Typical users
Sales representatives, van sellers, merchandisers, supervisors, route managers, and field sales managers.
Key capabilities
  • Customer visits
  • Order capture
  • Van sales and DSD execution
  • Mobile invoicing
  • Returns
  • Payments and collections
  • Promotions
  • Inventory visibility
  • Route execution
  • GPS evidence
  • Offline operation
  • Barcode scanning
  • ERP synchronization
Business outcomes
  • Faster order capture
  • Improved route compliance
  • Better retail execution
  • Reduced manual errors
  • Improved field visibility
  • Better sales and visit evidence
Learn more about Field Sales software →

Warehouse Mobility

Real-time inventory management, barcode scanning, and ERP-integrated workflows.

Best for
Distribution companies, manufacturers, wholesalers, retailers, and organizations that need real-time warehouse execution connected to ERP.
Typical users
Warehouse workers, pickers, packers, inventory controllers, warehouse supervisors, and operations managers.
Key capabilities
  • Barcode scanning
  • Goods receiving
  • Picking
  • Packing
  • Inventory counting
  • Stock transfers
  • Bin/location management
  • Serial and batch tracking
  • Real-time ERP synchronization
  • Mobile warehouse tasks
Business outcomes
  • Fewer warehouse errors
  • Better inventory accuracy
  • Faster warehouse execution
  • Improved traceability
  • Reduced manual data entry
Learn more about Warehouse Mobility software →

Field Service

Task management, inventory tracking, GPS geofencing, and offline-first operations.

Best for
Service companies, equipment maintenance businesses, utilities, installation teams, and organizations managing mobile technicians.
Typical users
Field technicians, service engineers, dispatchers, service supervisors, and service managers.
Key capabilities
  • Work order execution
  • Technician visits
  • Service tasks
  • Spare parts consumption
  • Photos and field evidence
  • Customer signatures
  • Service reports
  • Offline mobile execution
  • ERP updates
  • Status tracking
Business outcomes
  • Faster service execution
  • Better SLA visibility
  • Improved technician productivity
  • Stronger service evidence
  • Reduced back-office rework
Learn more about Field Service software →

Customer Portal

B2B online marketplace enabling direct sales to retail outlets and clients.

Best for
Distributors, wholesalers, manufacturers, and companies that want to give business customers a digital self-service ordering and account management experience.
Typical users
B2B customers, dealers, retailers, account managers, customer service teams, and sales teams.
Key capabilities
  • B2B ordering
  • Product catalog
  • Customer-specific pricing
  • Discounts and trade agreements
  • Account statements
  • Order history
  • Document access
  • Payment-related information
  • PWA access
  • ERP synchronization
Business outcomes
  • Reduced manual order entry
  • Better customer self-service
  • Faster ordering
  • Improved customer experience
  • Lower support workload
Learn more about Customer Portal software →

Fleet Control

Telematics, IoT sensors, real-time GPS tracking, and driver risk assessment.

Best for
Organizations with mobile teams, delivery vehicles, service fleets, sales fleets, and field operations that depend on vehicle availability and driver accountability.
Typical users
Fleet managers, operations managers, drivers, supervisors, and field team managers.
Key capabilities
  • Vehicle records
  • Driver records
  • Vehicle inspections
  • Issue tracking
  • Maintenance reminders
  • Fleet activity visibility
  • Telematics/IoT integration where applicable
  • Operational compliance tracking
Business outcomes
  • Better fleet visibility
  • Fewer missed inspections
  • Improved driver accountability
  • Reduced vehicle downtime
  • Stronger operational control
Learn more about Fleet Control software →

Route Wizard

The planning brain for recurring and one-time visits, territory balancing, route optimization, and compliance analytics.

Best for
DSD operations, field sales teams, delivery operations, route planners, dispatchers, and companies that need to optimize daily field execution.
Typical users
Route planners, dispatchers, supervisors, sales managers, delivery managers, and operations managers.
Key capabilities
  • Route planning
  • Route optimization
  • Customer visit planning
  • Delivery planning
  • Vehicle and driver constraints
  • Capacity-aware planning
  • Time windows
  • Depot-based planning
  • Route execution handoff
  • ERP-connected orders and customers
Business outcomes
  • More efficient routes
  • Reduced planning time
  • Better vehicle utilization
  • Improved delivery performance
  • Lower operational cost
  • Better route compliance
Learn more about Route Wizard software →

Compare solutions at a glance

A side-by-side view of the six Dynamics Mobile solutions — main process, primary users, industries, ERP connection, offline support, and AI/agent use cases.

SolutionMain processPrimary usersIndustriesERP connectionOffline supportAI / agent use cases
Field SalesDSD, pre-sales, merchandising, collectionsSales reps, van sellers, merchandisers, supervisorsFMCG, distribution, wholesale, retail executionBusiness Central, Finance & Operations, other ERP systemsYesRoute risk, sales execution insights, compliance monitoring, customer risk
Warehouse MobilityWarehouse execution and inventory operationsWarehouse workers, pickers, packers, supervisorsDistribution, manufacturing, retail, wholesaleBusiness Central, Finance & Operations, other ERP systemsYes / configurable depending on scenarioInventory discrepancy detection, picking risk, stock movement analysis
Field ServiceWork orders, maintenance, service visitsTechnicians, dispatchers, service managersService, maintenance, utilities, equipmentBusiness Central, Finance & Operations, other ERP systemsYesSLA risk, technician coaching, service evidence review
Customer PortalB2B ordering and customer self-serviceB2B customers, dealers, retailers, account managersDistribution, wholesale, manufacturing, B2B commerceBusiness Central, Finance & Operations, other ERP systemsPWA / online-firstSuggested products, account insights, order behavior analysis
Fleet ControlVehicle, driver, inspection and issue managementFleet managers, drivers, operations managersField operations, logistics, service, distributionERP and optional telematics/IoT integrationsNot primary / configurableDriver risk, vehicle issue detection, fleet compliance
Route WizardRoute planning and optimizationDispatchers, route planners, supervisorsDSD, delivery, service, field salesERP orders, customers, routes, vehiclesPlanning is online; execution can be handed to mobile appsRoute optimization, plan risk, route compliance analytics

Industries and field operations we support

Dynamics Mobile is especially relevant for organizations in FMCG, wholesale distribution, retail distribution, Direct Store Delivery, field service, warehouse operations, fleet-based operations, and B2B commerce.

Direct Store Delivery

Plan routes, load inventory, visit customers, sell from van stock, issue invoices, collect payments, handle returns, and synchronize with ERP.

Retail Execution

Manage store visits, merchandising tasks, surveys, photos, compliance checks, planogram-related activities, and supervisor visibility.

Warehouse Mobility

Scan, receive, pick, pack, count, move stock, track batches and serial numbers, and synchronize with ERP.

Field Service

Dispatch technicians, execute work orders, consume spare parts, capture photos and signatures, generate service evidence, and update ERP.

B2B Customer Ordering

Give customers access to catalogs, prices, order history, account information, and self-service ordering.

Fleet Operations

Track vehicles, drivers, inspections, issues, maintenance reminders, and fleet compliance.

Connected to ERP and back-office systems

Dynamics Mobile connects mobile field operations with ERP and back-office systems. The platform is commonly used with Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Finance & Operations, and can also integrate with other systems through APIs and configurable integration layers.

Dynamics Mobile is not a standalone generic mobile app. It is deeply connected to enterprise business processes and ERP execution — synchronizing the following data domains bidirectionally with your back office:

  • Customers
  • Products/items
  • Prices and discounts
  • Sales orders
  • Invoices
  • Payments
  • Inventory
  • Routes
  • Work orders
  • Warehouse tasks
  • Fleet and operational data

AI-assisted field operations

Dynamics Mobile is evolving from traditional mobile apps toward AI-assisted and agent-monitored field operations. By turning field activities, transactions, route events, GPS events, inventory movements, service updates, and compliance evidence into structured operational data, Dynamics Mobile helps organizations become more AI-consumable.

Daily route risk analysis
Sales execution monitoring
Inventory discrepancy detection
Visit compliance analysis
Field service SLA risk detection
Fleet issue monitoring
Customer risk analysis
Performance coaching recommendations
Executive field operations reporting

AI is used to support governance, visibility, recommendations, and exception detection — not to replace business control.

Frequently asked questions

What is Dynamics Mobile?

Dynamics Mobile is an enterprise mobile field operations platform for field sales, warehouse mobility, field service, fleet management, route planning, and B2B customer portal scenarios.

Which ERP systems does Dynamics Mobile integrate with?

Dynamics Mobile integrates with Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance & Operations, and other ERP or back-office systems through configurable integration layers and APIs.

Does Dynamics Mobile work offline?

Yes. Dynamics Mobile apps are designed for real-world field conditions where users may work with unstable or unavailable connectivity. Offline support depends on the specific solution and implementation scenario.

What is Dynamics Mobile used for in Direct Store Delivery?

Dynamics Mobile supports DSD processes such as route execution, van sales, mobile ordering, invoicing, payments, returns, inventory visibility, customer visits, and synchronization with ERP systems.

How is Dynamics Mobile different from a generic mobile app?

Dynamics Mobile is built around enterprise field operations, ERP integration, offline execution, operational evidence, compliance, route-based work, inventory processes, and AI-assisted monitoring.

Who uses Dynamics Mobile?

Dynamics Mobile is used by sales representatives, van sellers, merchandisers, technicians, warehouse workers, drivers, supervisors, route planners, dispatchers, fleet managers, customer service teams, and operations managers.

Which industries are a good fit for Dynamics Mobile?

Dynamics Mobile is suitable for FMCG, beverage distribution, wholesale distribution, retail execution, field service, maintenance, warehouse operations, fleet-based operations, and B2B commerce.

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Last updated: June 2026