Business processes do not always happen at a desk
Managers, sales representatives, service staff, operations teams and customers may need to view or enter information at any time.
An enterprise mobile app can give people access to selected processes and information from their phones.
The app should be designed around what users need on a mobile device, rather than simply replicating desktop software.
Apps connected to CRM and Dynamics 365
An app can connect directly to Dynamics 365, CRM, ERP, portals and other central systems.
For example, sales staff can view customer information and their activities, field teams can submit visit reports, and customers can check the status of a request.
Data entered in the app can go straight into the organization’s central system, so there is no need to re-enter it.
Apps for customers
For many businesses, an app can give customers a direct channel to the organization.
Customer apps can support submitting requests, checking service status, receiving notifications, uploading documents, viewing past activity and accessing dedicated services.
Apps for employees and field teams
Mobile access is especially useful for people who work away from the office.
Staff can view assignment or customer details, record the results of their work, send photos and files, and share information without returning to the office.
Designing mobile apps as part of an enterprise solution
A mobile app should fit into the organization’s information systems.
The architecture connects the app to central systems and services so information flows according to defined permissions.
Web, mobile, CRM, portals and other systems can then operate as parts of one integrated solution.
Examples of mobile app capabilities
- Customer apps
- Sales and CRM apps
- Apps for service staff
- Apps for operations and field staff
- Submit and track requests
- View customer information
- View dashboards and management information
- Capture information and attach files and photos on site
- Receive notifications
- Manage activities and assignments
- Connect to Dynamics 365
- Connect to enterprise systems through APIs