Configure the Dynamics 365 Sales mobile app to make the most of your data on the run

The Dynamics 365 Sales mobile app is a modern, purpose-built tool designed for sellers who need real-time access to customer information, sales insights, and activity reminders while on the go. This app provides intuitive navigation, dedicated features such as Meetings, Insights, and Reminders, and seamless integration with Microsoft 365 and Teams.

By tailoring the mobile experience to your organization’s needs—through security role management, entity selection, and dashboard configuration—you can empower your sales teams to make faster, data-driven decisions, respond to opportunities immediately, and stay productive whether they are at a client site, traveling, or working remotely. Optimizing the app ensures your team has exactly the right information at their fingertips, improving efficiency, collaboration, and overall business performance.

Ensure your security roles enable mobile access

Before diving into dashboards and forms, make sure your users have the correct permissions to access the mobile app. For standard security roles, most privileges are enabled by default, but if your organization uses custom roles, check the following:

• Confirm mobile access privileges: Within the security role editor, navigate to the Business Management tab and locate the Privacy Related Privileges section. Ensure that the Dynamics 365 Sales mobile app privilege is enabled at the Organization level.
• Validate entity permissions: On the Customization tab, confirm that key entities have at least Read access at the Organization level. Important entities include:
  • Account
  • Contact
  • Opportunity
  • Activity
  • System Form
  • View
• Adjust user settings permissions: In the Business Management tab, set User Settings to Read at the Organization level, with other privileges at least at User access.

Device security with Microsoft Intune

Microsoft Intune is a cloud-based service that helps organizations manage and secure devices that access corporate data, including mobile phones, tablets, and laptops. When you use the Dynamics 365 Sales mobile app, Intune policies can enforce rules on those devices to protect sensitive business information. For example:

• Device compliance: Intune can check whether a device meets security requirements, such as having a passcode, encryption enabled, or the latest OS updates. Non-compliant devices can be blocked from accessing Dynamics 365 data.
• App protection policies: You can define rules specifically for the Dynamics 365 mobile app, such as requiring data to be stored only within the app, restricting copy/paste to personal apps, or encrypting offline data.
• Conditional access: Intune can work with Azure Active Directory to enforce that only authorized users on compliant devices can sign in to the mobile app.
• Remote management: Lost or stolen devices can be remotely wiped or locked to prevent unauthorized access to business data.

By integrating Intune with Dynamics 365 mobile, your organization ensures that employees can securely access customer data while on the go, without putting sensitive information at risk. Work closely with your IT or security team to configure policies that balance security with usability, so mobile users can remain productive.

Configure dashboards for mobile access

Dashboards in the Sales mobile app allow users to view key metrics on the go. To make dashboards mobile-ready:

• Open your Dynamics 365 solution.
• Go to Components → Dashboards.
• For each dashboard, select Properties → Enable for mobile.
• Save and publish your changes.

This ensures that your team sees relevant metrics anywhere, whether in the office or during client visits.

Control which entities and components appear in the mobile app

The Sales mobile app allows granular control over what appears on mobile devices:

• Enable entities for mobile: In your solution, select the entity and ensure Enable for mobile is checked.
• Configure forms for mobile: Open the main form, then set Available on phone for individual tabs, sections, or fields.
• Leverage mobile-optimized features: Use Insights, Reminders, and Meeting integration available in the Sales mobile app for a more productive experience.

The navigation is designed for efficiency: quick access to leads, opportunities, activities, and customer timelines. Make sure your mobile configuration supports your team’s workflow.

Dynamics 365 Sales mobile app configuration best practices

• Regularly review and update security roles: Mobile users need the correct access to perform their tasks without exposing sensitive data. Audit security roles periodically to ensure permissions reflect current business processes and that new users or role changes don’t cause access issues on the mobile app.
• Limit displayed data and components: Only include entities, forms, and dashboards that mobile users actually need. Reducing unnecessary elements improves app performance, speeds up navigation, and creates a simpler, more intuitive mobile experience.
• Train your team on key mobile features: Regular training ensures users can leverage features to manage their pipeline, schedule activities, and make data-driven decisions while on the go.
• Enforce device compliance with Intune: Integrating with Microsoft Intune ensures devices meet security standards. Set policies for passcodes, encryption, app protection, and conditional access to safeguard corporate data without limiting mobility.
• Partner with a Microsoft partner: Work with experienced partner to optimize your mobile app setup. They can help align dashboards, entity access, and security policies with your sales strategy, ensuring your mobile configuration maximizes productivity and protects sensitive information.

Next steps

The Dynamics 365 Sales mobile app can transform how your team works by providing real-time insights and enabling data-driven decisions wherever they are. Rand Group can help you optimize your mobile setup and ensure your configuration aligns with your business objectives. Explore our Microsoft Dynamics 365 solutions and resources to learn more about best practices and capabilities. For personalized guidance, support, and implementation assistance, contact Rand Group directly. As your trusted Microsoft partner, Rand Group is dedicated to helping you maximize your Dynamics 365 investment—both on the go and in the office.