Your field operations generate millions of data points every day. The Dynamics Mobile AI agent layer watches, learns, reconciles, and acts — so your operations become continuously self-improving, and your team can focus on decisions that matter.
Android
Smartphones · Rugged · Tablets
iOS
iPhone · iPad
Windows
Tablets · Notebooks · PCs
Your field teams are mobile. Your ERP holds the truth. But between the two — there is a gap. Data discrepancies accumulate. Anomalies go unnoticed for days. Supervisors make decisions on yesterday's information.
The result: short deliveries become billing disputes. Stock anomalies become write-offs. Route inefficiencies compound over months. And reconciliation is a weekly manual grind that nobody enjoys.
Traditional field force automation solved the mobility problem. Dynamics Mobile now solves the intelligence problem.
4–7 days
Average days to detect field data anomalies
73%
ERP reconciliation done manually
3× more
Field data discrepancies detected by AI vs. manual review
Up to 80%
Reduction in manual reconciliation with autonomous ops
Running in the background across all your field operations — continuously, automatically, and within your policies.
AI agent features are currently available to invited customers. Contact us to join the early access programme →
Sees what humans miss at scale
AI agents continuously analyse operational data across routes, customers, inventory, and transactions — surfacing behavioural patterns that drive smarter planning.
Zero-gap between mobile, backend, and ERP
Every night (and on-demand), agents automatically reconcile data between mobile devices, the Dynamics Mobile backend, and the ERP — detecting and resolving discrepancies before they cascade.
Catch problems before they become costs
Unusual collections, pricing overrides, stock deviations, route violations, and SLA risks are flagged in real time — giving supervisors the signal they need to act fast.
Intelligence at every level
Contextual recommendations and trend analysis delivered to managers and supervisors — from which customers are at risk of churn to which routes are consistently underperforming.
Less manual. More autonomous.
Pre-approved actions — auto-reorder, auto-escalate, auto-reconcile — execute autonomously within defined thresholds, reducing manual overhead and response lag.
AI that acts within your rules
Every agent action is bounded by configurable business policies and approval thresholds. Full audit trail. You define the boundaries — the AI operates within them.
These capabilities ship as part of the platform — no add-ons, no integrations to configure. Every field team gets them out of the box.
Plan routes that account for vehicle capacity, visit time windows, and depot locations. Supervisors see every field rep live on the map and can replay any route history — actual vs planned, at a glance.
Send invoices, receipts, and delivery notes electronically the moment a visit or job is closed — by Email, WhatsApp, Viber, or SMS. Configurable rules control what gets sent, to whom, and when. Every document issued from the field is stored in a searchable register, giving your back office instant access and a full audit trail.
Organizations define their own digital forms for structured data collection — checklists, expense claims, incident reports, customer feedback, and more. Submissions flow straight to the back office for review and approval.
Every transaction, sync event, route deviation, and inventory movement from every field device is continuously ingested by the AI agent layer.
Agents apply statistical models and business logic to identify patterns — seasonal trends, rep-level performance shifts, inventory anomalies.
Daily (and on-demand), agents reconcile mobile records against the backend and ERP — identifying and flagging every discrepancy for review or auto-resolution.
Contextual alerts, anomaly reports, and recommendations are delivered to the right supervisor — in the right format, at the right time.
Actions within pre-approved policies — reorders, escalations, reconciliation fixes — are executed automatically. Actions above thresholds go to approval queues.
Every action is logged. Policies are reviewed and refined. The system learns and the boundaries are adjusted — always with human oversight.
You don't need to rebuild your operations overnight. The Dynamics Mobile platform meets you where you are and grows with you.
Field teams work fully mobile — offline-ready, ERP-integrated. Orders, routes, jobs, and inventory are captured digitally. Data reaches the ERP in real time.
AI agents run in the background — reconciling data nightly, detecting anomalies, and surfacing insights to supervisors. Humans still make decisions, but AI gives them the signal.
Pre-approved tasks execute automatically within policy guardrails. Agents on the mobile side assist field workers in real time. Operations become self-improving and increasingly autonomous.
Supervisors see every rep, every route, every deviation — live. The AI agent layer watches the same map data, automatically flagging anomalies and acting on pre-approved policies.
Route Optimization
Planned routes respect capacity, time windows, visit rules, and depot locations. Automatic sequencing — no manual planning.
Geofence Monitoring
Define zones. Get instant alerts when a vehicle or rep enters or exits a boundary — on mobile and back-office.
Route Replay
Supervisors can replay any rep's actual route history to compare planned vs actual — for coaching or compliance.
AI Deviation Detection
Agents flag route deviations automatically and can escalate or log them per policy — without manual monitoring.
Supervisors get a complete analytical view of field performance — from individual visit outcomes to territory-wide revenue trends. Every dimension that matters to operations leadership is measured, compared, and drilled into.
Illustrative supervisor dashboard — Field Operations view
Autonomous does not mean uncontrolled. Every AI agent action in Dynamics Mobile is bounded by configurable business policies — the thresholds you define, the approvals you require, the rules your business runs on.
Policy-based governance is not an afterthought. It is the foundation of the entire AI layer. No agent acts outside defined boundaries. No action goes unlogged.
Every agent action is constrained by configurable business policies — amount thresholds, approval requirements, geographic boundaries, and time windows.
Every automated action is logged with timestamp, trigger reason, policy applied, and outcome — giving compliance and operations full visibility.
Any automated action can be reversed or overridden by an authorised supervisor. AI assists; people govern.
Actions above defined thresholds are routed to a human approver before execution — combining autonomy with control.
Dynamics Mobile integrates bi-directionally with Microsoft Dynamics 365 — Business Central and Finance & Operations. Customers, items, pricing, orders, inventory, and reconciliation data flow in real time between the mobile layer and your ERP. No middleware, no manual imports.
View integration details →Bi-directional sync via BC APIs and webhooks — orders, customers, inventory, pricing.
Enterprise-grade integration for multi-company, multi-warehouse field operations.
Open REST API layer for connecting any ERP or backend system.
Certified connectors, no-code data mapping, and configurable sync rules — out of the box.
Field teams no longer need to hand over paper. The moment a visit ends or a job is closed, documents — invoices, receipts, delivery notes — are sent electronically to customers, partners, or any relevant party, automatically.
Configurable rules govern the entire process: which document to send, through which channel, and to whom. Companies can go fully paperless without changing how their field teams work.
Rule-Based Sending
Define rules that control what document is sent, when it is triggered, and who receives it — per document type, customer, territory, or workflow step.
Multi-Channel Delivery
Send via Email, WhatsApp, Viber, or SMS — the channel that works best for each customer or market. All channels are built in, ready to use.
Electronic Document Register
Every document issued from a mobile app is stored and indexed. Back-office teams can search, preview, download, or re-send any document — with full delivery status and history.
Go Paperless
Replace printed receipts and paper invoices with electronic equivalents — reducing costs, eliminating disputes, and giving customers instant access to their records.
Illustrative document register — sent documents view
The AI agent layer works across all Dynamics Mobile solutions — each domain gets its own set of AI capabilities tailored to what matters there.
View all solutions →A regional food distributor slashed van sales order errors by 80% using Dynamics Mobile integrated with Dynamics 365 Business Central, boosting accuracy and customer satisfaction.
Dynamics Mobile unveils a visual refresh for core application screens and the customer portal, aligning with our new brand identity while ensuring zero functional changes for seamless operations.
Transforming warehouse receiving from a potential bottleneck into a highly efficient, accurate, and strategic asset.
Whether you are starting with mobile automation or ready to layer in AI agents, we will meet you where you are.