Use Microsoft Dynamics 365 Business Central/NAV offline on the road.

Anveo Mobile App:

If your employees are also on the road, it is recommended that they can access the ERP system via various mobile devices. For this purpose, we recommend the mobile ERP solution from our partner Anveo, which enables convenient offline use of Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision). Your employees can thus work with a familiar user interface, which guarantees high efficiency. The mobile ERP app can be used on various end devices and enables data retrieval and data entry on the road.

Relief for employees in field service and service

The mobile ERP extension from Anveo is a valuable relief for field staff in particular. Above all, the amount of rework in the office is noticeably reduced for both interest groups.

For example, field staff no longer has to create call records twice. In addition, quotations can be defined and orders created on site at the customer’s premises. Sales figures and customer data can also be easily updated when necessary.

Anveo’s mobile ERP extension also provides effective relief for service technicians. Completed work can be recorded accurately and at the time of the event.

Incorrect or incomplete data are

Your challenge.

Point of view: sales representatives

For the sales representatives, it is not possible to enter call reports, new offers or orders while on the road, which results in unnecessary duplicate processing. In addition, they cannot reliably access customer data, sales figures and sales orders while on the road and therefore suffer from incorrect or incomplete information.

Point of view: service technicians

Even the service technicians cannot access the system while on the road. They document completed work only inadequately, which leads to unnecessary problems and misunderstandings. In addition, direct time recording for your employees on the road is currently not possible.

master your challenges with

Anveo's solution: Mobile App.

General

With the Mobile App from Anveo, your Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision) is always ready for use – even offline (ongoing synchronization). The consequences: Productivity is increased, errors are avoided and your employees benefit from an excellent user experience. Anveo has designed two variants for the two employee groups of sales representatives and service technicians, which are explained in more detail below:

  • Anveo Mobile Sales App
  • Anveo Mobile Service App

Sales representatives: Anveo Mobile Sales App

This Anveo Mobile Sales App makes Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision) mobile. It makes it easy to work on the road – offline and independent of network coverage.

With the mobile connection, you have direct digital access to customers, orders and prices. In addition, the sales talk can be supported digitally (e. g. by digital product catalogues, held items, joint order creation).

Service technicians: Anveo Mobile Service App

The Anveo Mobile Service App is perfect for your service technicians. The ability to use Microsoft Dynamics offline and thus view all customer data and order information optimizes the way you work.

Service orders can be easily managed (e. g. creation of an order, messages about how to get there) and even working hours are simply recorded by the app.

At the customer’s site, many details can be digitally documented (e. g. start of work, service items, documents and photos, articles). Photos, for example of damage claims, can be imported directly into the system on the move and stored in the service order. In addition, suitable articles can be found quickly using a barcode scanner.

Anveo Mobile App
success story:

the Mobile App in use at a retailer.

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the details at a glance.

Mobile Sales App

  • work on the road – offline and independent of network coverage
  • mobile access to customers and orders (incl. prices, article data)
  • digital support of the sales talk (e. g. through digital product catalogues, noted articles, joint order creation)

Mobile Service App

  • work on the road – offline and independent of network coverage
  • management of service orders while on the road (e. g. creation of orders, navigation, averaging via route)
  • digital support at the customer’s site (e. g. start of work, service articles, documents and photos, completion, printing of service reports)

Compatibility

  • Dynamics 365 Business Central*
  • Dynamics NAV

*We regularly support the latest version of Dynamics 365 Business Central. Please feel free to contact us regarding previous versions.

Use Microsoft Dynamics offline:

What advantages does the Anveo Mobile App offer?

The Anveo Mobile App is a versatile mobile ERP app that ensures efficient support in sales calls, for example. It thus supports optimal customer service. It guarantees fast access to all important data and helps to manage service orders in the right place. It can also be used to make customer appointments on site more efficient, significantly improving service quality.

The mobile ERP extension can be used completely flexibly and independently on the road. You do not have to pay attention to network coverage or the type of end device. You can easily access various orders and customer files while you are on the road and can also get an overview of article data and prices.

Increase in contract values

You can reliably access all data at the customer’s site and complete orders directly. In this way you increase your order values automatically.

High customer satisfaction

Having all data, whether it be sales figures, customer data or offers, on hand and thus making reliable statements goes down well with every customer.

Savings in time

Whether in sales or service, Anveo’s mobile solution allows you to work from anywhere and eliminates tedious rework. This saves you a lot of time.

Our partner:

The Anveo Group.

ANVEO

The Anveo Group develops solutions to improve business processes in medium-sized companies that work with the ERP solution Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision). The focus is on horizontal solutions as extensions for Microsoft Dynamics, which can be used independently in projects by Microsoft Dynamics partners.

The product range consists of three products:

  • Anveo EDI
  • Anveo Mobile App (Sales und Service App)
  • Anveo Web Portal
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WE WOULD BE HAPPY TO ADVISE YOU ON HOW TO

use Microsoft Dynamics offline.

Success story

Find out how the Anveo Mobile App makes our customers more successful.

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Downloads

Navigate to the downloads and download the factsheet.

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Get in contact

Do you have questions or would like to have a live-demo? Please contact us.

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