Offline-first. Real-time sync. Built into your ERP — not bolted on.
A mobile CRM is a customer relationship management application designed for use on smartphones and tablets — giving field sales reps, account managers, and service technicians instant access to customer data without being tethered to a desktop.
Most field teams either carry a disconnected spreadsheet, rely on memory, or bounce between a standalone CRM and their ERP system. The result: duplicated data, missed follow-ups, and customer records that are always slightly out of date.
Dynamics Mobile solves this by embedding a full mobile CRM experience directly inside Microsoft Dynamics 365 Business Central — so the data is always live, always unified, and always accessible.
| Capability | Dynamics Mobile (BC-native) | Standalone Mobile CRM |
|---|---|---|
| ERP data sync | ✅ Real-time, no middleware | ⚠️ API integration needed |
| Offline mode | ✅ Full offline-first | ⚠️ Varies by vendor |
| Order creation in field | ✅ Native BC sales order | ❌ Separate system |
| Inventory visibility | ✅ Live from BC | ❌ Not available |
| Additional licence cost | ✅ None beyond DM licence | ❌ Per-seat CRM fees |
| Implementation time | ✅ Weeks | ⚠️ Months (integration) |
FMCG, wholesale, and distribution reps use Dynamics Mobile to replace paper forms and disconnected tablets. Every visit is logged, every order is created on the spot, and every manager has real-time visibility.
Pre-sale and van sales drivers use the mobile CRM features to check customer account status, take orders on the truck, and reconcile stock at end of day — all from a single app.
Account managers working out of the office benefit from the offline customer 360 — full order history, pricing tiers, and contact details available anywhere, even in customer premises with no Wi-Fi.
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Ensure your field service mobile apps are robust, user-friendly, and deeply integrated with Dynamics 365. This checklist provides practical advice for distributors, wholesalers, and logistics companies.
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Unlock operational excellence for distributors, wholesalers, and logistics companies using Dynamics 365. A practical guide to transforming field operations.
Streamline van sales operations, reduce costs, and boost productivity by automating route planning with Dynamics 365 and integrated mobile technology.
See how much time, fuel, and cost you're wasting with your current routing — in under 60 seconds.
Simulate a real delivery or field service day and see where cascade delays break your operation.
What's your true cost per delivery? Get an instant cost breakdown with benchmark comparison and what-if scenarios.
Dynamics Mobile turns Business Central into a complete mobile CRM for field reps — customer history, orders, contacts, and activities available offline on any device.
