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Microsoft Dynamics 365: On the Move

Enable your field based team to quickly access relevant and accurate
details about their customers, premises, franchises or partners.
Home  /  Dynamics 365  /  On the Move
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SAM7 are adept at building phone, tablet and laptop based Apps that provide a very personal offering to remote workers. Today's successful mobile solutions are built around user experience - allowing field based staff access relevant and accurate information.

Success Criteria

  • Simple and elegant interface that presents targeted information in an easy to consume format.
  • Quick to adopt.
  • Ability to capture new information, record critical decisions or complete electronic forms.
  • Interacts seamlessly with core functionality of the host device such as uploading photos, making calls or viewing maps.
  • Reliable and accessible both on-line and off-line.
  • Uses the Microsoft Dynamics CRM platform to distribute updates to your office based team.
  • Can work with hosted or on premise CRM.

Resco Mobile

Resco provides a device agnostic mobile solution for Microsoft Dynamics 365, which quickly allows your team to access critical information whilst away from the office. Resco provides a flexible toolkit to rapidly build and deploy customised Apps to enable users to consume and update CRM details.

Empower your Sales Team with mobile tools that let them capture leads, update opportunities or create actions. Enable your Field Service Team to view appointments, access route plans, pinpoint problems on a map, consume parts or capture customer sign off. Even create consumer Apps that change how your customers interact with your team.

As Resco Partners SAM7 can help you configure the perfect solution for your mobile team. Whether that’s part of a new Microsoft Dynamics 365 implementation or as a bolt on to an existing project, SAM7 can help.

Bespoke CRM Android Apps

We were recently asked to create an Android Phone App to allow members of the operations and property teams to access information from a CRM based repairs and maintenance system whilst out of the office. This includes:

  • A view of key property, contact, sales, repairs and statutory compliance information.
  • Enables sales people to select repair quotes, approve minor repairs and authorise overspends using the App.
  • Provision of repair budget information.
  • Ability to view pubs on a map, get a street view and access photos.
  • Automated background refresh, enabling on-line and off-line access.

Before the App was released users had to perform updates via a VPN connection from home. Key information about properties being visited the previous day had to be printed off or saved into spreadsheets.

The App was successfully rolled out with a very high user adoption rate – after almost no training. In fact, the senior management team have also picked up the same App as an essential tool.

Click here to read the full case study.

Custom CRM Windows Apps

One of our Customers was trying to replace a field based form managed via Excel spreadsheets. Once information had been collated on the spreadsheets this was manually passed back to the office team to rekey into CRM and complete the process. Furthermore photos taken to accompany the spreadsheet were also sent back to head office to upload and attach in CRM.

We implemented a Windows App that provided a total replacement to the previous manually intensive process. Compliance staff can now quickly open the App and create a new instance of the form. From here they can record pertinent information, include photos, calculate costs and capture the Customer’s signature. Once filled in and authorised the form automatically flow back to CRM.

Head office now receive the information automatically, and because the form is straightforward to use staff now complete the details within the App in front of the Customer.

Microsoft Dynamics 365 App

The Microsoft Dynamics 365 App for smart phones and tablets provides a functionally rich environment for working with the system whilst in the field. This includes:

  • Access your activities, accounts, contacts, and leads from an easy-to-use home page.
  • Guided contextual business processes.
  • Quickly enter customer data with only a few taps.
  • Track progress for key performance indicators visually with charts.
  • Access your personalized views of lists and grids so that you see the data most important to you.
  • Pin tiles to the app home page to get to the info you need quickly.
  • Fully support custom entities along with customisations.

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