Offline-first Field Sales for Business Central — DSD, Pre-Sales, Merchandising, Collections
Routes, orders, invoices, and collections — on mobile, even with zero connectivity. Syncs back automatically the moment you're online.
The Connectivity Problem No One Talks About
Your field reps spend 60–80% of their day away from reliable Wi-Fi. Warehouses with metal racking, rural delivery routes, customer basements — dead zones are everywhere.
Every minute a rep can't access Business Central is a minute they're writing orders on paper, guessing at inventory levels, or skipping visits entirely.
The cost? Industry data puts dead-zone revenue leakage at 3–5% of field sales revenue annually. For a $50M business, that's $1.5M–$2.5M disappearing into connectivity gaps.
Dynamics Mobile solves this with a true offline-first architecture — not a read-only cache, not a "limited offline mode." Your reps work exactly the same whether they have five bars or no signal at all.
Proof Points at a Glance
✅ Native BC Integration — Direct connector to Business Central; no middleware, no manual imports
✅ 100% Offline Execution — Full order entry, invoicing, payment collection and photo capture without connectivity
✅ Route Optimization + Supervision — AI-optimized routes, live GPS tracking, and replay for supervisors
✅ ISO 27001 & GDPR — Enterprise-grade security, audit trails, and data residency controls
✅ Scales from 10 to 1,000+ reps — Same platform, whether you're a regional distributor or a global FMCG brand
How It Works
1. Plan — Smart Routes, Automatic Visit Scheduling
Supervisors start each day with an optimized plan. Dynamics Mobile pulls customer agreements, service frequencies, and vehicle capacity from Business Central — then builds efficient routes automatically.
📍 Route optimization respecting time windows, visit frequency, and vehicle capacity
🗓️ Agreement-based recurring visit scheduling (weekly, bi-weekly, monthly)
📊 Supervisor dashboard: rep locations, route progress, and completion rates — all live
2. Execute — Orders, Invoices, Payments. No Signal Needed.
When the rep arrives, everything they need is already on device. Customer history, pricing agreements, inventory levels, outstanding balances — all synced before departure.
🛒 Full order entry with complex pricing, volume discounts, and trade agreements
📄 On-the-spot invoicing with Bluetooth or email delivery
💳 Cash, cheque, or card payment collection with instant digital receipts
📷 Merchandising photos, planogram compliance checks, and shelf audits — all offline
🔖 Barcode & QR scanning for fast product lookup and inventory checks
📍 Visit geofencing validates the rep is physically on-site before the visit is logged
No connectivity? No problem. Every action is stored locally with full fidelity and synced automatically when the device reconnects — no manual intervention, no lost data.
3. Analyze & Act — Supervisors See Everything in Real Time
When reps sync, supervisors get the full picture — without waiting until end of day.
📈 Sales performance by rep, route, customer, and product category
🔔 Anomaly detection: missed visits, collection shortfalls, unusual return rates
🗺️ Route replay: see exactly where each rep was throughout the day
📤 All data flows directly into Business Central — no re-keying, no spreadsheet imports
Ideal For
Profile | Fit |
|---|---|
Mid-to-large enterprise with BC | ⭐⭐⭐⭐⭐ Perfect |
10–1,000+ mobile field reps | ⭐⭐⭐⭐⭐ Perfect |
DSD, Pre-Sales, Merchandising, or Collections | ⭐⭐⭐⭐⭐ Perfect |
Single-person sales team | ⭐⭐ Consider a lighter tool |
Warehouse pick-pack operations | ⭐⭐⭐ See our Warehouse solution |
Security & Compliance You Can Show Your IT Team
Enterprise procurement requires more than a demo — it requires evidence.
🔒 ISO 27001 certified information security management
🇪🇺 GDPR compliant with EU data residency options
🛡️ SOC 2 Type II aligned controls and audit logging
🔑 Role-based access control
📋 Full audit trail: every order, payment, and sync event is timestamped and logged
Get the Security & Compliance Packet →
Use Cases
Direct Store Delivery (DSD)
Deliver and invoice in one visit — even in areas with no connectivity.
Load van inventory at depot; app tracks stock levels throughout the day
Issue delivery notes and invoices on-the-spot via Bluetooth printer or email
Capture customer signatures digitally; attach to the invoice in Business Central
Handle returns, credit memos, and partial deliveries without going back to the office
Pre-Sales Visits
Take orders today, deliver tomorrow — with zero data entry at the office.
Full product catalog with images, pricing tiers, and availability — offline
Order confirmation sent to customer via email or WhatsApp before you leave the parking lot
Orders flow directly into BC production and warehouse picking queues
Upsell and cross-sell prompts based on customer purchase history
Merchandising & Planogram Compliance
Ensure your brand looks right on every shelf, every visit.
Structured visit checklists: facing counts, price label checks, promotional compliance
Photo capture with automatic geo-tag and timestamp — proof of execution
Planogram comparison: overlay expected vs. actual shelf layout
Exception reporting: out-of-stock, damaged, or off-location SKUs surfaced to supervisors in real time
Collections & Payment Management
Collect what's owed — in cash, cheque, or card — and keep the ledger clean.
Outstanding invoice list synced from Business Central before departure
Multi-payment-method collection: cash, cheque, mobile card readers
Instant digital receipts via email, WhatsApp, Viber, or SMS
Payments post directly to BC customer ledger upon sync — no batch uploads
What Our Customers Say
"We rolled out Dynamics Mobile to 180 reps across 6 countries. The offline capability was the deciding factor — our routes go through areas where connectivity is unreliable for hours at a time. Not a single order has been lost since go-live."
— Head of Sales Operations, Leading FMCG Distributor
"Integration with Business Central took four weeks. Everything our reps enter in the field is in BC the moment they hit a cell tower. The audit team loves the timestamped sync logs."
— IT Director, Regional Wholesale Group
Ready to Evaluate?
Two paths to getting started — choose what suits your timeline:
Book an Integration Demo (30 min)
See a live Business Central integration walkthrough with your specific use case:
DSD route execution and invoice delivery
Offline sync demonstration with reconnect
Supervisor dashboard and real-time tracking
Security and compliance overview
Download the Vendor Evaluation Pack
Everything your procurement and IT team needs to shortlist Dynamics Mobile:
📄 Solution one-pager (2 pages)
📊 Feature comparison matrix vs. common alternatives
🔒 Security & compliance summary
📋 Implementation timeline template
❓ Sample RFI/RFP question set
Frequently Asked Questions
Does it really work completely offline?
Yes — completely. Not a read-only cache. Reps can enter new orders, issue invoices, collect payments, capture photos, scan barcodes, and complete all visit tasks without any connectivity. All data is stored securely on-device and synced automatically when connectivity is restored — with full conflict resolution.
Which ERPs does Dynamics Mobile support?
The platform natively integrates with:
Microsoft Dynamics 365 Business Central (our primary BC connector, purpose-built)
Microsoft Dynamics 365 Finance & Operations
Custom ERP and legacy systems via our open REST API
Are there any operational constraints I should know about?
We believe in transparency over sales spin. A few honest constraints:
Warehouse pick-pack operations require connectivity for real-time inventory reservation — our offline mode is optimized for field execution, not warehouse management
Very large product catalogs (100,000+ SKUs) require careful sync profile configuration to keep device storage manageable
Card payment processing requires connectivity at time of payment (though the receipt and transaction record are stored offline)
How does the Business Central integration actually work?
Dynamics Mobile connects to Business Central via the standard BC OData / API stack — no middleware, no custom extensions required for core functionality. Your BC environment stays your system of record. The connector handles:
Customer master, pricing, and inventory sync (scheduled or on-demand)
Order and invoice posting back to BC production
Payment ledger entries
Optional: route and visit logging as BC service activities
Typical integration setup time: 2–4 weeks for a standard BC cloud tenant.
What devices does it run on?
iOS — iPhone and iPad (iOS 15+)
Android — Phones and tablets (Android 10+)
Windows — Supervisor dashboard and back-office users on Windows 10/11
All three platforms share the same data model and sync protocol — supervisors on Windows see exactly what reps on iOS are doing, in real time.
Still Evaluating? We're Here to Help.
No pressure. No "book a demo or get nothing" gates.
If you have specific technical questions about Business Central integration, offline architecture, or deployment topology — reach out directly. Our solution engineers respond within one business day.
Book an Integration Demo · Explore the Platform · Read Customer Stories
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Convert high-intent evaluators searching for a Business Central field sales app that works offline. Covers DSD, Pre-Sales, Merchandising, and Collections.