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What is Dynamics Mobile?

Dynamics Mobile presents a comprehensive suite of mobile business applications that can either integrate effortlessly with Microsoft Dynamics or operate on their own, thereby augmenting ERP functionalities for mobile devices in both offline and online scenarios, enabling field teams to collect and manage data from virtually anywhere. This platform includes both ready-made and customizable mobile solutions that address a variety of requirements such as field sales, service tasks, warehouse management, fleet oversight, approvals, route optimization, and customer engagement portals, featuring specialized tools for handling sales orders, deliveries, inventory management, payment processing, task coordination, and asset oversight that are all aligned with back-end systems. Additionally, administrators can register and manage mobile users and IoT devices, categorize them by department or channel, and monitor real-time transactions and fleet performance, leveraging detailed reporting and analytical tools that offer heat maps and insights into route adherence, which significantly boosts operational efficiency. The flexible and robust capabilities of Dynamics Mobile make it a vital resource for organizations aiming to streamline field operations and elevate overall productivity. With its ability to adapt to diverse business needs, this platform stands out as a key asset in the landscape of mobile business solutions.

What is Applied Mobile?

Ensure that client and policy information can be accessed whenever necessary to improve customer support and optimize business workflows. Keep client and prospect data updated, synchronized, and secure across multiple platforms, which facilitates the effective management of sales opportunities and enhances interactions with customers. Applied Mobile® is recognized as the leading mobile app specifically designed for insurance professionals, providing direct access to client, policy, and sales data from your agency management system on your mobile devices, thereby allowing you to stay connected while away from the office with a quick access link. The app offers the advantage of having instant access to insurance information for clients and prospects while you're on the go. You can directly view, create, and manage sales opportunities right from your mobile device, with all information automatically synced to Applied Epic for seamless connectivity. Additionally, ensure that all personnel have the latest updates, as activities and opportunities are recorded in real time within your agency management system. This feature not only enables agents to address client requests swiftly but also contributes to building stronger connections and promoting business expansion. Ultimately, leveraging such advanced tools can significantly enhance the efficiency and effectiveness of your operations.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Applied Epic
BenefitPoint
Salesforce

Integrations Supported

Microsoft Dynamics 365
Applied Epic
BenefitPoint
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Dynamics Mobile

Date Founded

2010

Company Location

Bulgaria

Company Website

www.dynamicsmobile.com

Company Facts

Organization Name

Applied Systems

Date Founded

1983

Company Location

United States

Company Website

www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Categories and Features

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

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