Extending Microsoft Dynamics NAV
In Microsoft Dynamics NAV, Mobile Sales extends areas in sales and marketing so a salesperson can update the Microsoft Dynamics NAV application from a mobile device while visiting a customer, as described in this topic.
Mobile Sales Orders
Mobile Sales adds the ability to create and modify sales orders on a mobile device to existing Microsoft Dynamics NAV applications. Mobile Sales also extends the application by adding new functionality in the sales and marketing area.
For more information, see Working with Mobile Sales Request Documents in Microsoft Dynamics NAV.
Activities and To-dos
Mobile Sales extends to-dos in Microsoft Dynamics NAV to mobile devices. To-dos display as activities in Mobile Sales on the mobile devices. Because there are different to-do types and not all types are relevant to mobile users, Mobile Sales filters to-dos, based on set criteria, to limit the activities replicated on the mobile device.
For more information, see Setting Up Mobile Sales Activities in Microsoft Dynamics NAV.
Campaigns
Mobile Sales extends campaigns with the concepts of selling-in periods and visible dates. If your company has set up campaigns, you can inform salespeople when a campaign can be promoted by specifying the selling-in period for the campaign.
For more information, see How to: Add a Selling-in Period to a Campaign.
Updating Customer Item Prices
Microsoft Dynamics NAV calculates prices on sales orders by including discounts and campaigns. On a mobile device, these complex calculations consume too much memory, so the prices that Mobile Sales displays on the mobile device are pushed to the device from the server. In Microsoft Dynamics NAV, Mobile Sales requires that you run the Mobile Create Customer Price batch job to calculate the price per item per customer and populate this data to a table.
For more information, see Updating Customer Item Prices for Mobile Sales in Microsoft Dynamics NAV.
Customer Signature on Sales Orders
When a salesperson is creating a sales order using Mobile Sales on a mobile device, the customer can sign the sales order on the mobile device to confirm the order. Signatures can be saved as an image and viewed in the sales order in Microsoft Dynamics NAV.
For more information, see How to: Enable Signatures on Sales Orders.
Document Handlers, Document Types, and Document Schemas
Mobile devices send data and requests back to the server as XML documents, called request documents. If you integrate to Microsoft Dynamics NAV 2009 by using Web services, you can use the Document Manager console to manage request documents, if not you can manage request documents inside Microsoft Dynamics NAV. Application objects called document handlers and document types complete the integration.
A document type manages user access and validation for incoming request documents. The Mobile Sales document types in handle requests to create sales orders, and to create, modify, and delete to-dos and activities.
For more information, see Working with Mobile Sales Request Documents in Microsoft Dynamics NAV, or Mobile Sales Sample Document Handler for Microsoft Dynamics NAV 2009.
See Also
Tasks
How to: Enable Signatures on Sales OrdersReference
Mobile Sales Sample Document Handler for Microsoft Dynamics NAV 2009Concepts
Working with Mobile Sales Request Documents in Microsoft Dynamics NAVSetting Up Mobile Sales Activities in Microsoft Dynamics NAV
Updating Customer Item Prices for Mobile Sales in Microsoft Dynamics NAV