Microsoft Dynamics CRM Mobile App

DynAX is a fully customizable Microsoft Dynamics CRM Mobile App that provides on the go access and editing of AX CRM data. Supporting both real time and offline usage, DynAX provides complete mobility to field sales and marketing teams.

DynAX, the first of its kind real-time fully featured cross platform customizable mobile solution for Microsoft Dynamics AX CRM.

The app supports real-time/offline usage and provides complete mobility to field sales and marketing teams. DynAX supports all versions of AX and their security frameworks.

DynAX is a fully customizable Microsoft Dynamics CRM Mobile App that provides on the go access and editing of AX CRM data. Supporting both real time and offline usage, DynAX provides complete mobility to field sales and marketing teams.

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Real Time And Offline Operation

View, add, edit or delete records even when you’re offline and sync them with your AX CRM when connectivity is restored.

Information At Your Fingertips

With real time Search at Server and on-device search capabilities, find the information you want, exactly when you need it.

Business Processes on
the Move

Add tasks, to-dos and notes to leads, accounts, contacts and opportunities with our Sales and Marketing Dynamics CRM mobile app. See the latest sales orders and sales order line items associated with any customer account. View, Add, Update or Delete any record directly from your smartphone or tablet.

360 Degree Customer Insight

Get the latest info on customers, contacts, prospects and leads. View related emails from your contacts, customers, etc. (along with automated notifications) and reply to them directly from the app. See which customers or leads are located nearby, so you can follow up with them immediately with our Microsoft Dynamics CRM mobile App.

One Touch To Rule Them All

Want to get in touch with a prospect to confirm the meeting time? Need directions to your next appointment? With DynAX, you can do all that and more with One Touch.

All The Latest Updates – Just A Tap Away

Don’t have the time to check each entity? Just check the ‘What’s New’ section to see all the latest updates in your Dynamics CRM mobile App since the time you last used it.

Development

DynAX mobile solution supports two models for deployment

On-Premise Model

Using this model, the middleware can be deployed to a Windows Server instance running IIS server which could natively connect to Dynamics AX.

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Cloud Model

The app can be deployed on cloud services like Azure. The Middleware hosted in Azure can connect to the AX server using the secure Azure Service Bus.

Key Features:

  • Real time access to Dynamics AX contacts, leads, prospects, opportunities, activities and customers.
  • Access to general details, addresses and contact info for all entities
  • View all recent sales orders, activities, contacts and opportunities associated with any customer
    account
  • View customer specific sales order listings and lines under customer details
  • Integration with the device’s calendar
  • Offline data creation/editing capabilities
  • Integration with device contacts for one-touch calling
  • Integration with mapping app for quick navigation
  • Real-time search for filtering data in each module

  • Folio3 impressed me by learning a BI tool they did not have prior experience with and in a short amount of time produced analysis reports ready for business consumption. We are excited on the next set of critical reports Folio3 is working on for us and expect the relationship to continue for the foreseeable future.

    William Cheung | VP, Information Technology Growers Express

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  • I have worked with development teams before where on-time delivery was hit-and-miss and testing was not very thorough. This is thankfully not true with Folio3. It is so wonderful to be able to trust in a team that does high quality work, delivered on time, and well-tested before delivery.

    Matt Klein | Director , Field Services Sopris Systems, LLC

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  • The Folio3 team has consistently exceeded our expectations. It felt as if we were working with an onshore team. It was their ability to understand our needs and keep us engaged throughout the entire process that has resulted in an exceptional product and a valued partner.

    Johnny McGuire | Product Manager TRUETRAC

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  • Staff can use the DynAX App to take their work with them wherever they go. That flexibility increases productivity and the time savings ultimately translates to better services for the customers of HyGreen®.Whether employees use the app in the office or in the field, it is easy to safeguard our network and control information access on DynAX.

    Jose Nedumpuram | IT Systems Administrator HyGreen

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Customer Stories

  • Growers Express

    AX Customization, Integration and Suite of Mobile Solutions
    for a Leading California-based Agriculture Company

  • Bastian Solutions

    Customized DynAX App Deployment at a Leading Material
    Handling System Integrator

  • HyGreen

    HyGreen® brings world-class infection control, healthcare,
    prevention and eco-friendly industrial solutions to consumers
    in Qatar.

  • Sopris Systems

    GeoSpec is a product of Sopris Systems. This mobile field
    management app for Dynamics AX is designed for use in the
    AEC industry

  • Cubic Information Systems

    AX Customization for a Leading UAE Solutions
    Integrator

  • Agri Beef

    Magento AX Integration for a Large Cattle Meat
    Producer in the US

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