Kinix

Leverage the Power of Mobility to
Empower Your Team!

In today’s fast-paced work environment, teams need quick and easy access to customer information—even while away from the office. Dynamics 365 CRM offers mobile capabilities that empower your sales, service, and support teams to access all CRM features, no matter where they are.

This blog explores how to take full advantage of Dynamics 365 CRM mobile capabilities to boost your team’s productivity and streamline daily operations.

How to

Leverage Mobile Features in Dynamics 365 CRM

Dynamics 365 CRM offers mobile apps for Android and iOS devices, allowing your team to access customer data, update records, and manage opportunities directly from their phone or tablet.

Updates made on mobile devices are automatically synchronized with the desktop version of the CRM, ensuring your team always has access to the latest information.

With Kinix’s support, your organization can optimize this synchronization to prevent data loss and enhance performance. We help you implement this technology so your team can make the most of it.

The mobile CRM interface is optimized for mobile use, offering an intuitive and user-friendly experience—even for teams unfamiliar with complex platforms.

This enables your team to track leads and opportunities in real-time with alerts and notifications directly on their mobile devices. It empowers them to make quick, informed decisions and provide more efficient customer service.

Key

Benefits of Mobility in Dynamics 365 CRM

Access from Anywhere

Your team can access customer information from anywhere, ensuring no opportunities are missed.

Increased Productivity

With quick and easy access to information, your team can be more productive, completing tasks in the field without needing to return to the office.

Better Customer Service

Mobility ensures your team has the information they need to respond quickly to customers—no matter where they are.

Kinix:

How We Can Help You with Mobility in Dynamics 365 CRM

Kinix can help your company configure Dynamics 365 CRM on mobile devices, ensuring your team has the tools they need, wherever they are. Our services include:

✅ Expert consulting and strategic implementation of Dynamics tailored to your business needs.
✅ Configuration and customization of the mobile CRM to meet your team’s requirements.
✅ Specialized training on how to use Dynamics 365 CRM mobile apps.
✅ Ongoing support to ensure your team fully benefits from mobile capabilities.

Want to learn more? Visit our Kinix IT Portfolio to explore the solutions we’ve developed to boost your team’s productivity!

Don’t let your team be stuck in the past—take your operations to the next level with the mobility of Dynamics 365 CRM!

*

 By providing my data, I agree to the Privacy Policy.

Follow Kinix on our channels and receive weekly updates.

» Instagram

» Facebook

» Linkedin

Kinix | Our mission is to accelerate your business!

Sales

Increase Your Sales: Empower your team to close more deals

Customer Service

Exceed customer expectations

Marketing Insights

Boost brand awareness and engagement

Field Service

Optimize field services with efficiency and accuracy

Project & Operations

Manage projects with efficiency and profitability

Finance & Operations

Manage finances and operations with intelligence and automation

Business Central

Streamline your business processes

Soluções Kinix​

Dynamics and WhatsApp Integration

Connect Dynamics 365 to WhatsApp for agile and personalized service

Power Apps

Create custom business applications

Power Automate

Automate your business processes

Copilot Studio

Deploy intelligent chatbots for customer service

Power Pages

Build modern, responsive intranet sites

Power BI

Turn your data into actionable insights

RPA

Automate processes with RPA for greater efficiency and productivity

SharePoint

Corporate Intranet

Create a unified digital workspace for your company

EDM – Electronic Document Management

Organize, store, and share your documents securely

Security

Intune

Secure and manage devices with safety and efficiency

Defender

Intelligent threat protection for your company

Entra ID

Manage identities and access with security and control

Partner Microsoft

Consulting

Make the most of Microsoft products and solutions with our expertise

Development

We develop custom solutions to meet your specific needs

Support & Maintenance

Rely on support from Microsoft-certified specialists

Deployment

Implement Microsoft solutions with efficiency and security

Training

Empower your team to use Microsoft products efficiently

Digital Transformation

Accelerate your digital transformation journey with expert support

Licensing

Microsoft Licenses

Ensure the ideal licenses for your business with security, compliance, and specialized support

Engineering Services

Software Automation

Optimize your engineering processes through automation

PLM

Efficiently manage the complete lifecycle of your products

Reverse Engineering (3D Scanning)

Quickly and accurately capture and reuse data from existing products

Fleet Monitoring

Manage your vehicle fleet with efficiency and safety

Asset Monitoring

Ensure the reliability and safety of your assets with real-time monitoring

Talent Solutions

Body Shop – Professional Allocation

Reduce costs and maximize productivity

Agile Squad

Simplify project management and achieve high performance

HeadHunter

Simplify project management and achieve high performance

Outsourcing

Service outsourcing for optimization and efficiency