Keep field staff connected
Many people ask us how their remote, field-based staff could access their CRM system.
This is a key question because Microsoft Dynamics 365 is a cloud-based system and is accessible anytime, anywhere, on any device. You will need to know if your remote team has laptops available and a viable internet connection. If so, they can access the system very easily, using the browser just as if they were in the office. They won’t need to log through a VPN or a private network. They just need their browser and an internet connection. It’s as straightforward as that.
Perhaps you issue your staff with mobiles or tablets for work. In that case, Microsoft Dynamics offers an app that works on mobiles and tablets. That means that your remote team can log calls with contacts, create new contacts in the field, and add new companies or accounts within the mobile app. They can even run their sales pipeline or manage deals to liaison opportunities.
There is no better way to make sure that people can access core CRM data. Even if your central database is located far from your team, they can still interact with customer information. They can use their mobile tablets or laptops with an internet connection to update relevant data in your CRM.
Remote, field-based staff can easily access Microsoft Dynamics 365 because it is cloud-based and accessible at any time from any place.