The app provides mobile access to Microsoft Dynamics AX CRM's Sales & Marketing module. Users can view and update customer data, activities, and sales orders in real-time or offline.
Manage leads with lead tracking, prioritization, and follow-up scheduling. Log field service tasks, assign jobs, and track progress. Integrate with CRM systems for sales and service management.
The app provides access to membership association data on iPad and iPhone. Users can view member statistics, activity, event details, and communication notes.
Manage rebate and spiff programs with claim submission, review, and approval. Automate administrative tasks using rules-based settings. Generate performance reports and track claim fulfillment.
