The Dynamics 365 for Operations Mobile App – 5 steps to building the right strategy

5 Steps to Building the Right Mobile App Strategy

While Dynamics CRM users have been using mobile apps for years, the adoption of mobile for ERP tasks is still in the early phases of adoption. With the launch of Dynamics 365 for Operations, you can quickly create slick mobile apps through the mobile workspace functionality that enable users to retrieve data and perform tasks in the system from their phone or another mobile device.

Before rolling out mobile to your users, however, it’s important that you have a smart strategy in place. You need to select the right workflows that are optimized for mobile and you need to have a support plan developed to ensure that users have a great experience.

The five steps to building the right strategy for mobile are:

  1. Identifying which roles in your organization are a best fit for mobile,
  2. Selecting the processes where a mobile experience feels like a natural and needed extension of the system,
  3. Defining what other applications need to have a relationship with Dynamics 365 and the impact to the mobile user,
  4. Showing users how to personalize workspaces on the mobile app so they see just the data they need,
  5. Supporting all the mobile platforms at your company.

Let’s dive in a bit further. The first two strategies are linked – who are the mobile users and what processes do they need to access?

Mobile opens the potential for new users to access Dynamics 365.  The early adopters will undoubtedly be the sales team on the road, field service technicians, and personnel on the shop floor. Sales people will want to see their pipeline and customer data as well as enter new leads from their mobile device. Other processes that are optimized for mobile include expense reporting, time and materials entry, and field service support tickets. However, we’re also seeing a compelling value in providing the Power BI within the mobile app to business executives that want access to real-time data. When building your plan to implement mobile, find out which data and workflows are valuable for users to access real-time. Then, review your business processes and look for gaps or delays in the process that happen when users are away from their desks. Finally, let users access the workspace in the app to play with the environment early in the process to make sure that the workflow is intuitive for users on their device.

The next important step is defining the other applications that have a relationship with Dynamics 365. Tools like Power BI, Power Apps, and Flow support the creation of workflows outside and inside of Dynamics 365. It’s critical to understand and test how these processes will function in the mobile app and on the mobile platform that users have. A Warehousing App example is that you may face new hardware requirements for 3rd party hardware that you need to connect to a device, such as a warehouse scanner. You need to ensure the hardware is compatible with both the app and the mobile O/S. To be successful with mobile, assess all of the applications, processes, and devices early in the implementation to make sure they translate well for a mobile user.

Once you have identified the users, the process, and the apps, you can turn your attention to the user experience. The user experience on mobile is different. Users can get overwhelmed if you provide too much data or if there are too many screens in a process. Selecting workflows for users that are data intensive will drive up cellular data usage. In the Dynamics 365 mobile environment, you can personalize apps by role and workspace giving users only the data they need to be successful within the app.

Finally, it’s important to identify which mobile platforms are in use and will be supported by your organization. Testing on each mobile O/S is important as well as defining your support plan, in advance.

At Western Computer, we are diving deep on mobile and the latest innovations so that we can help you build the right roadmap to upgrade to Dynamics 365. We also use a critical eye to help you determine the best fit for mobile in your organization so that your users are happy and productive.

For more insight, watch our demo where we create a mobile app for Dynamics 365 in less than 10 minutes or contact us to learn more.

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