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Field Sales for Dynamics AX

Industry Category

  • Financial Services
  • General Business
  • Manufacturing
  • MCR & Distribution
  • Telecommunication
  • Transportation
  • Professional Services

Enhanced Functions

  • CRM
  • SCM
  • Integration
  • Other

Solution Overview

The Field Sales App enriches the productivity of your sales representatives during customer visits, better planning and tracking and provides your executives with critical insights in the sales process.

It helps to:

  • Empower the sales team on the field
  • Reduce overheads related to unnecessary paper work, phone calls and visits
  • Boost in sales and better standing of competition
  • Better visibility into sales data with optimum routing feature for sales calls
  • Keep sales cycle smaller
  • Increase customer satisfaction
  • Make employee utilization and business management better

Key Features / Benefits

  • Real-time order placement and intimation of inventory status
  • Real-time access to critical information related to customers and their location
  • Better visibility into sales data with optimum routing feature for sales calls
  • Easy price verification, customer profiling, supplier relationship management and contract reference tracking
  • Enables creation of new quotes
  • Survey Competitor’s products with same customer
  • Show demo, videos, animations, images at any place or time
  • Capture images and take audio notes on the go
  • Integration with CRM, Accounts Receivable and inventory management module of AX


Field Sales Menu:
Dashboard screen of Field Sales mobile app showing icons of contact list, leads, opportunities, activities carried out, sales orders and quotations.

Field Sales Opportunities:
Screen showing list of opportunities received from the leads


Field Sales Menu Field Sales Opportunity



Field Sales Brochure
Field Sales Brochure

Solution Info

AxPact Member


AxPact Member



Vendor Website

Click here

AX Versions Covered

AX 4,AX 2009,AX 2012

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