Carbon & Finch
Carbon & Finch

Microsoft Dynamics Finance & Operations Partner

FREE CONSULTATION
  1. Home
  2. Carbon & Finch Sales and Service Mobile App

Carbon & Finch Sales and Service Mobile App

Carbon & Finch's Solution for Your Business Growth

Sales and Service Mobile App

The Carbon & Finch Sales and Service Mobile App, integrated with Microsoft Dynamics 365, transforms the conventional approach for field engineers to deliver on-site work to customers into a streamlined, efficient mobile experience. With our app, you can create customer orders and Service report, Syncronise Customer, Product and Order anywhere, enhancing productivity and customer satisfaction.

Why Choose Carbon & Finch Sales and Service Mobile App?

By adopting the Carbon & Finch Sales and Service Mobile App, your business will leverage cutting-edge technology to enhance operational efficiency and customer engagement.

Say goodbye to cumbersome paperwork and hello to a digital solution that offers both robust functionality and ease of use.

Join the mobile revolution today and take your sales and service operations to the next level!

Getting Started

Easy Setup and Login for Field service engineers

Once the D365 Finance and operation integration has been deployed by our technical team, all the users need to do is download the app from the Windows Store, configure it with your Microsoft Dynamics 365 credentials, and log in with a secure, encrypted password.

System Requirements

Mobile app device should be Microsoft Windows compatible as per the latest supported versions. App is currently not available for Android and iOS devises, please speak to our sales team if you would like to use the app for Android or iOS.

Let's talk about

Carbon & Finch Sales and Service Mobile App

Sales & Service Mobile App

£ 199 / per user per month
  • Support & Maintenance
Free Consultation

We offer a straightforward licensing option tailored to your business needs. Our pricing is £199 per user per month, which includes support and maintenance. For more detailed information or to discuss how this plan fits your requirements, please contact our sales team. We’re here to guide you with the best sales and service app experience possible.

Key Features: Sales and Service Mobile App

Designed to integrate seamlessly with Microsoft Dynamics 365, our application is crafted to empower your team with tools that simplify and enhance customer interaction for Service representatives and Field service engineers.

Whether you're creating Sales or Service orders in D365 Finance and operations, our app ensures that you can do it all efficiently, even on the move. Experience a suite of features that not only speeds up your operations but also improves the overall satisfaction of your customers, giving you a competitive edge in today's fast-paced market.

Each of these features brings specific benefits that can enhance a company's operational efficiency, reduce costs, improve customer satisfaction, and ultimately contribute to a stronger bottom line.

Comprehensive Mobile Integration

Seamless Microsoft Dynamics 365 Synchronisation: Whether you're online or offline, your data syncs flawlessly with Microsoft Dynamics 365, ensuring that all your customer and order information is up-to-date and accessible. Batch Processing: Automated processes for order creation and email notifications improve efficiency and response time.

Enhanced User Experience

User-Friendly Interface: Navigate easily through a well-designed menu system to access all functionalities of the app. Offline Capability: Continue working without an internet connection, with changes saved locally and synced once online.

Dynamic Configuration and Customisation

Flexible App Settings: Configure the app to connect to Microsoft Dynamics 365 Sales orders or Service orders, tailoring the setup to meet your specific business needs. Custom Parameters: Set parameters such as the maximum number of orders to sync and default service categories, ensuring the app suits your operations.

Real-Time Data Access and Management

Instant Access to Customer and Product Lists: Quickly view and manage information about Customers and Products directly from your mobile device. Create and Update Service Reports: Initiate new Service orders or update existing ones on the go, capturing all necessary details in real-time.

Secure and Reliable

Document Handling and Signature Capture: Attach documents and capture signatures securely. The app supports multiple file types and ensures that all data is securely stored and processed.

Comprehensive Support and Error Handling

Troubleshooting and FAQs: Get quick answers to common questions and issues from comprehensive User guide provided with the app. Detailed Error Messages: Understand and resolve errors within Microsoft Dynamics 365 with provided Staging table functionality for all orders created within the app.

Types Of Companies Our App Can Benefit

The Carbon & Finch Sales and Service Mobile App, especially integrated with Microsoft Dynamics 365, is well-suited for a variety of industries where sales and service management are critical components of the business. Here are several types of companies that would significantly benefit from using this software.

Each industry can adapt the features of the Carbon & Finch Sales and Service Mobile App to fit its unique needs, leveraging technology to optimise operations and enhance service delivery.
Serious worker repairing manufacturing machine

Manufacturing Companies

Especially those that manage a large inventory of products and frequently deal with service orders and customer management.

Asian small business owner working at home office. Business retail market and online sell marketing

Retail Businesses

Particularly large-scale retailers with multiple branches who need to manage stock and customer service efficiently across various locations.

Technician working in field with solar batteries

Field Service Providers

Companies that offer services requiring field operations, such as repairs and maintenance, would find the mobile app's features particularly useful for managing tasks remotely.

Medical healthcare researcher and scientist writing experiment detail on paper in clipboard

Healthcare Equipment Suppliers

Companies that supply and service medical equipment could use the app to manage installations, maintenance, and emergency repair services.

Business meeting of construction engineers in the office

Construction and Engineering Companies

These companies can manage project-based orders, service requests, and field reports directly from the construction site.

Automotive Industry Car Sale

Automotive Industry

Auto manufacturers and dealerships that need to manage parts inventory, service appointments, and customer follow-ups efficiently.

Programmers cooperating at information technology company

Technology Companies

Companies that provide IT and technology equipment services, including installation, maintenance, and troubleshooting support.

Telecommunication Technician Looking Inside Servers Rack

Telecommunications Companies

For managing installations, service calls, and customer interactions regarding various telecom services and products.

House and utilities. Electricity, heating, water and gas.

Utility Service Providers

Water, gas, and electric companies could use the app for managing service orders, routine checks, and emergency response services.

Recently Completed

Sales and Service Mobile Application Case Study

Manufacturing

Baldwin Technology – Sales and Service Mobile Application

Manufacturing

Baldwin Technology – Sales and Service Mobile Application

Carbon & Finch Implements Sales and Service mobile application For Baldwin Technology

Frequently Asked Questions on Sales and Service App

Sales & Service Mobile App

£ 199 / per user per month
  • Support & Maintenance
Free Consultation

Download the app from the Windows Store, enter your Microsoft Dynamics 365 credentials, and follow the prompts to configure your settings.

Absolutely. The app allows you to continue working even without an internet connection. Any changes made will be saved locally and synced once you are back online.

We provide comprehensive support through troubleshooting guides, FAQs, and direct contact with our support team for any unresolved issues.

Currently, we do not offer a trial version. However, you can request a demo by contacting our sales team.

Security is our top priority. All data is encrypted, and we ensure robust protection for your information at all times.

Contact Us

Get in Touch for More Information

Have more questions or need assistance with the Carbon & Finch Sales and Service Mobile App? Our dedicated team is ready to provide you with all the support you need. Reach out to us via our online contact form, and we will be in touch promptly to assist you.
Jimmi Jakobsen - CEO

Request a Call Back

A member of our team will call you as soon as possible.