Sales Field Automation connects directly with Microsoft Dynamics 365 Sales—no manual uploads, no delays, and no disconnected data silos. Whether your team is in the field or at headquarters, every action is reflected across your system in real time.
FEATURES
This isn't a limited sync. It's a full-spectrum, bi-directional integration designed to keep your sales universe in perfect alignment. The moment an action happens—Every action from the mobile app or in the Microsoft Dynamics Sales backend—it's instantly recorded across both platforms.
Capture leads in the field or through back office; all instantly available to everyone.
Schedule meetings, follow-ups, or reminders, with full visibility.
Log communication history on the go or from desktop—automatically synced.
Track touchpoints without needing to re-enter anything.
Create, modify, and send quotes or log new opportunities, all on the spot.
Place customer orders from anywhere with complete pricing and product data.
Got tailored fields or processes in Dynamics? We've got them covered too.
Experience bi-directional data synchronization. Our sync is context-aware, intelligent, and respects Dynamics 365's business logic, workflows, and security roles. That means whatever you do—whether in-app or in CRM—it flows both ways securely and instantly.
Our platform is designed with the sales rep in mind, offering intuitive tools that streamline outreach, tracking, and follow-ups. But it doesn't stop there—admins love it too for its seamless reporting, real-time insights, and easy team management. It's the perfect blend of productivity and control, built to empower every level of your sales organization.
No duplicate entries
Zero delay in reporting
Accurate customer data at every touchpoint
Reduces admin overhead by up to 60%
Let your field team and back office work as one—effortlessly. Experience the true potential of Sales Field Automation with real-time, enterprise-grade integration that just works.
A light weight application created for sales reps working on the move.
