You should have Dynamics 365 installed on your phone so you can capture updates as they happen, keep work moving between commits, and walk into every meeting already briefed.
Figure: Dynamics 365 in app store
Instant updates – Edit opportunities, contacts, and activities right after a meeting
Faster follow-ups – Reply to leads and cases with real-time push notifications
Capture everything – Add photos, voice notes, and files straight into the right record
Business card scanning – Create contacts/leads in seconds with OCR
Offline work – Review accounts, log notes, and auto-sync when you’re back online
Location-aware – See nearby customers and plan routes on the fly
Approvals on the go – Move quotes, orders, and workflows forward
Task discipline – Create activities the moment you promise them
Single source of truth – Keep the team off side notes and in the same data
Better client experience – Arrive informed and leave with next steps logged