The app captures expense transactions and receipt information. It also allows users to create and submit timesheets, with data available in Microsoft Dynamics AX 2012 R3.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Attend events, access content, connect with experts
Access sessions on Dynamics 365 FO/AX, CE/CRM, BC/NAV, Dynamics GP/SL, and Microsoft Power Platform. View schedules, join live discussions, and download presentation materials. Participate in workshops and networking events.
Manage customer data by adding or updating contacts, creating new records, or closing deals. Access up-to-date information for meetings. Integrate with Dynamics 365 and Power Platform for seamless workflow.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Capture leads at trade shows and events without an internet connection. Log attendee information directly on a mobile device. Automatically send data to CRM or marketing automation systems. Export contact details in multiple formats.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.