The Dynamics 365 for Operations Mobile App – 5 Steps to Building the Right Strategy

 
 
 
 

Dynamics 365 Goes Mobile

Dynamics CRM has been accessible via mobile apps for some time, but the accessibility of ERP through mobile apps has understandably been a bit slower. Now, Dynamics 365 for Operations combines these applications for a full-service solution. With the use of the mobile workspace functionality, you can design mobile apps that will give your team access to the data they need via smartphones and tablets.

However, before putting your company’s valuable data out there, it is necessary to have an intelligent strategy in place. You’ll want to be sure that workflows are directed to the right team members and that they are easy to use.

Here are 5 points to consider for a successful mobile strategy:

·        Identify which jobs will benefit from mobile capabilities.

·        Select the business processes where mobile will best extend your system.

·        Define what other applications need to integrate with Dynamics 365 in order to be mobile.

·        Personalize workflows on mobile users see only the data they need.

·        Support all your company’s mobile platforms.

Which jobs will benefit from mobile capabilities? Consider your out-of-office sales team, service technicians in the field, warehouse workers on the shop floor, executives in remote locations.

Which processes will benefit from mobile capabilities? Think about sales pipelines, expense reporting, entry of time and materials and service support tickets. And what about supplying up-to-the-minute Power BI to business executives? Examine your overall business flow and see if there are areas that slow down when certain team members are out of the office. That’s where mobile will be of real value.

Which other applications need to be mobile? Tools like Power BI, Power Apps, and Flow support the creation of workflows outside and inside of Dynamics 365. It’s critical that these apps function properly on users’ mobile devices. You’ll need to ensure that any hardware is compatible with both the app and the mobile device being used.

How can you support your mobile network of users? It’s important that users have easy access to the data they need without the confusion and distraction of things they don’t. Designing personalized workflows for your mobile workers will help them master the technology and make good use of it. Test workflows on each mobile device for efficiency and ease of use.

 At Western Computer, we are committed to seeing that your Dynamics 365 upgrade goes smoothly. We’ll help you determine how mobile can best benefit your organization and your team members. For more insight, watch our demo where we create a mobile app for Dynamics 365 in less than 10 minutes or contact us to learn more.

by Western Computer

Read more at: http://erpsoftwareblog.com/cloud/2017/04/dynamics-365-operations-mobile-app-5-steps-building-right-strategy/ | ERP Cloud Software

Leave a Comment:

* Required Field

Based on this article, you may be interested in:

12-08-2016Amanda Wells

Microsoft Dynamics 365 Enterprise: A Unique Solution for Forward-Thinking Businesses

Connecting one platform with multiple applications and functions is critical in business life and personal affairs. Let’s take the cell phone for example. The earlier models were used for one function, and one function only; phone calls.

Read More
10-19-2016Diann Spencer

Multi-Company Customer & Vendor Payments in Microsoft Dynamics AX: Part I

Many of our clients have multiple companies which buy from the same vendors and/or sell to the same customers.   If this describes your company and you want to a) streamline your cash receipts and disbursements processing and b) optimize…

Read More
7-18-2017Tim Downie

Loads, Shipments, and Waves Oh My! Part 3: Multiple Shipments

Dynamics 356 for Operations offers the flexibility to manage outbound warehouse processes from the most basic order and ship processes to the most complex load planning requirements.  D365O uses a variety of concepts that allows this flexibility…

Read More
10-20-2017Greg Williams

Western Computer and Microsoft: Your Partners in Sustainability

Today, businesses are becoming more aware than ever of their impact on the world around them. We’re proud to support Microsoft in their initiatives to enable a sustainable future and we are thrilled that many of our clients are also taking…

Read More