Field Sales

Offline by Design

Field teams don't stop when connectivity does. All apps run fully offline—with local caching, conflict handling, and background sync—so operations continue even in remote or congested areas.

Runs Everywhere

Native experience on Android, iOS, tablets, scanners, rugged devices, and web. One platform, many form factors, no compromises.

ERP Integration

Connects seamlessly with Dynamics 365 or any ERP, syncing products, prices, inventory, customers, and orders in real time. Ensures clean data flow across field, back office, and finance without manual work.

Agentic Intelligence, Built In

AI agents support field users, supervisors, and back-office teams with contextual insights, suggestions, compliance monitoring, and next-step guidance. Not buzzword AI—pragmatic, workflow-connected intelligence.

Dynamics Mobile Field Sales is a purpose-built solution for distributors and FMCG companies that rely on efficient, high-volume sales operations in the field. The app gives sales representatives everything they need at their fingertips: customer information, pricing and promotions, product availability, visit plans, order capture, payments, and returns — even when offline.

Designed for mobility and speed, it integrates deeply with Microsoft Dynamics 365 Business Central and Finance & Operations to ensure every order, invoice, and interaction flows seamlessly back to the ERP. Supervisors gain real-time visibility into rep activity, route coverage, and sales performance, while reps benefit from a clean, intuitive interface optimized for daily workflows.

Whether you operate van sales, pre-sales, or mixed models, Field Sales helps teams sell smarter, execute flawlessly, and maintain complete control over last-mile commercial operations. It's the foundation for digitizing and optimizing the sales cycle from the warehouse to the customer's doorstep.

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Field Sales App
Field Sales Features

Features

Real-Time Order Capture

Create sales orders, invoices, and returns on the spot, fully synced with ERP pricing, discounts, and availability.

Customer & Product Insights

Instant access to customer balances, sales history, credit limits, and detailed product catalogs — even offline.

Visit Planning & Execution

Structured visit plans with check-ins, tasks, routes, and execution tracking for consistent field performance.

Van Sales & Pre-Sales Support

Supports both models seamlessly: from inventory-managed van sales to order-taking pre-sales workflows.

Offline-First Mobility

Stable offline experience with automatic background synchronization when connectivity is restored.

Payments & Collections

Record cash, check, and electronic payments directly during visits and sync them to the ERP.

Field Sales Mobile

Inventory on the Move

Live van stock, load sheets, inventory adjustments, and returns — always up to date with ERP.

Promotions & Trade Agreements

All ERP pricing logic, discounts, and promotions apply automatically, reducing errors and disputes.

Route Optimization

Routes are optimized automatically based on the traffic, weather, start time and visit constraints.

Mobile Printing

Support for mobile printers.

ERP-Integrated Receipts & Printing

Print invoices, receipts, and delivery notes via Bluetooth or Wi-Fi printers in the field.

Supervisory Visibility

Track field rep activity, performance, territory coverage, and compliance through the DM portal.

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