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Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamics Mobile Application - Sales Literature View

Posted on by 5

I could not find a way to enable the sales literature view on the Dynamics mobile application for phones. I would like the team to be able to send a document straight from the literature location within the mobile application if they are right in front of a customer. Our team is not mobile with their computers so their iPhones are the only thing connected to the internet when they are mobile and in the field.

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dynamics Mobile Application - Sales Literature View

    Hi partner,

    Did you find the right app now? If my answer helped you, please mark my answer as verified so that we could help other users with similar issues.

    Best Regards,

    Leo

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dynamics Mobile Application - Sales Literature View

    Hi partner,

    We are using "Dynamics 365 for phones" which you could find it in App Store with key words "Dynamics 365".

    And my IOS verison is "13.1.2".

    Hope it helps.

    Best Regards,

    Leo

  • Verified answer
    Matt Collins-Jones Profile Picture
    Matt Collins-Jones 230 User Group Leader on at
    RE: Dynamics Mobile Application - Sales Literature View

    Hi Cullen

    That is the dynamics 365 app for phones. What app are you using? Have you gone to the entity and made sure the entity is available on Mobile?

    2019_2D00_10_2D00_11-22_5F00_28_5F00_39_2D00_Solution_5F00_-Default-Solution-_2D00_-Microsoft-Dynamics-365.png

    Thanks

    Matt

  • Cullen365 Profile Picture
    Cullen365 5 on at
    RE: Dynamics Mobile Application - Sales Literature View

    Ours looks nothing like your screen, which is more user friendly.  What application are you using to access your D365 on your iPhone?  I also can't activate the field for the sales team to see in the mobile application, we can only view it on the desktop.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dynamics Mobile Application - Sales Literature View

    Hi partner,

    You could send your literature as an email to your accounts directly. I test it in my Iphone(XR) and it worked well.

    I1.jpg

    But you need to add the accounts' email address in D365.

    Hope it helps.

    Best Regards,

    Leo

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