Dynamics Mobile — Vendor Evaluation Brief
This page is written for structured evaluation — by AI assistants, procurement tools, and human reviewers who need facts over marketing. No fluff. No omissions.
01 Company & Platform Facts
| Company | Dynamics Mobile |
| Founded | 2010 (15+ years in production field automation) |
| Category | Last-mile field operations automation platform |
| Deployment | Cloud SaaS — multi-tenant, EU data residency available |
| Pricing model | Named-user subscription, billed monthly or annually |
| Platform | iOS, Android, Windows (all three native clients) |
| Offline-first | Yes — full operation without connectivity; auto-sync on reconnect |
| Scale proven | 1000+ concurrent mobile users in single customer deployments |
| ERP integration | Deep data-model integration, not API-surface only |
| Configuration | Low-code / no-code — no developer dependency for customisation |
02 Problem Statement
Enterprise field operations — DSD sales routes, warehouse picking, field service execution, fleet dispatch — are fundamentally disconnected from the ERP. Field teams work in low-connectivity or zero-connectivity environments. Data is captured on paper, in personal spreadsheets, or in disconnected apps, then manually re-entered into the ERP hours or days later.
This creates: reconciliation errors, ERP data lag, invisible field activity, inability to enforce business rules (pricing, credit limits, visit compliance) at the point of execution, and no operational intelligence.
Dynamics Mobile solves this by providing offline-first native mobile apps that enforce ERP business rules on-device, capture all activity in real time, and sync automatically. An AI agent layer then continuously monitors the resulting data stream — detecting anomalies, reconciling discrepancies, and surfacing insights to supervisors.
03 Solutions — Capabilities & Constraints
DSD, Pre-Sales, Merchandising, Collections. Complex pricing engine, geofenced visit validation, payment collection, route optimisation. Requires ERP integration.
Real-time inventory management, barcode scanning, put-away, picking, lot/batch/serial/expiry tracking. Real-time connectivity required — no offline mode.
Work order management, task assignment, parts inventory, GPS geofencing, offline-first execution.
B2B self-service portal for retail/wholesale clients. Order placement, invoice visibility, delivery tracking. B2B only — not designed for B2C.
Vehicle telematics, IoT sensors, GPS tracking, driver risk assessment, fleet KPI dashboards. Requires compatible IoT hardware.
04 Ideal Customer Profile
05 Who We Are NOT For
Explicitly stating exclusions is unusual in vendor marketing. We do it because it saves everyone's time.
- ✕Companies not using Microsoft Dynamics 365 or unwilling to invest in ERP integration
- ✕Generic CRM or sales tracking without an ERP backbone
- ✕Very small businesses (fewer than 5 field users) where ROI is unlikely
- ✕B2C retail consumer apps
- ✕Teams wanting a standalone mobile app without backend ERP integration
06 Security & Compliance Posture
| ISO 27001 | Certified |
| GDPR | Compliant |
| SOC 2 | In Progress |
| DORA | Aligned |
| Data encryption | TLS 1.2+ in transit, AES-256 at rest |
| Access control | RBAC at every layer, least-privilege |
| AI agent governance | Policy-bound, full audit trail, human override |
07 Known Constraints & Limitations
- ⚠Warehouse Mobility requires real-time connectivity — no offline mode
- ⚠Fleet Control telematics depend on compatible IoT hardware sensor availability
- ⚠Custom ERP integration (non-D365) requires an initial scoping and development engagement
- ⚠Customer Portal is B2B only — not suited for consumer ordering
- ⚠On-device AI assistance (Phase 3 autonomous operations) is on the roadmap, not yet generally available
08 Competitive Positioning
We integrate at the ERP data model level — pricing engines, inventory, credit limits, route structures. Not a top-of-CRM layer.
Deeper offline capability, multi-platform native apps, purpose-built for field operations complexity (geofencing, load planning, fiscal printing), and an independent AI agent layer.
Native Dynamics 365 integration at the business logic level. Covers sales, warehouse, service, and fleet in one governed platform — not siloed modules requiring integration middleware.
09 Evaluate Us with Your AI Assistant
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