• Embed Doc
  • Copy Link
  • Readcast
  • Collections
  • CommentGo Back
Download
 
Microsoft Dynamics
TM
Mobile Sales
Demo Script for working with the Mobile Sales application
Welcome to the Microsoft Dynamics NAV Mobile Sales demo.Persona: Nancy, Salesrep.
Step Step details Screenshot 
 
1.
 
Nancy is at home and about tostart her day.
She’s picking up
her device just before goingout of the door.Before she heads out the door tovisit her customers, she wants toreview what she needs to dotoday.
2.
 
Show the Home page of theMobile Sales application.
NEXT: click on CampaignOverview!
Mobile Sales is a RoleTailoredapplication made just for Nancy.From her Home Page, Nancy canaccess functionality to help herperform her job efficiently. Fromhere she starts reviewing thelatest promotions her company isoffering.
3.
 
Nancy goes through the twostep wizard for Campaigns toreview the Campaignscurrently active.Action1: She clicks next on the
“Increase sale” Campaign.
Action2: Once Nancy hasreviewed the
‘Increase sale’
 product list: close theCampaign wizard.Nancy can see the launch of aninteresting new campaign. Shewants to know which productsare featured in the campaignbefore she heads out to visit hercustomers.
 
(Now you are back on theHome page)
4.
 
Nancy wants to Review theroute for today.Action1: She clicks on theRoute list icon.Now she wants to review her tourfor today. The Route plan givesNancy a quick overview of thecustomers she needs to visit.Nancy wants to review theinformation about her firstcustomer.
5.
 
Nancy wants to make sure toreview the customerinformation in order to beprepared for the meeting.Action1: She clicks the firstcustomer and selectsCustomerNancy can see that she needs to
meet with “
Mindy Martin
” and
that the customer is ofteni
nterested in the firm’s
promotions.Now Nancy is ready to drive tothe customer.
6.
 
Nancy exits her car/van withher mobile device on handready to meet with thecustomer.Nancy has now arrived at her firstcustomer.
 
7.
 
Action 1: Click on New OrderAction2:
Select the “
Increase
sale” campa
ign.Action3: Select one of the itemand buy 20Action 4: press next.From the Customer Overview,Nancy creates a new order forthe customer. Mindy is veryinterested in buying somebicycles. Nancy can easily order20 of them for her.
8.
 
Scan
one ‘Bell’
package usingthe Device.(Use the barcode found in
document ‘
Mobile Sales
 –
 Sample Barcode
’)
 Mindy also needs to replenishsome of the items in her shop.Nancy can just pick an item upand scan the bar code.
9.
 
Nanc
y scans the “
Bell
”.
 Action1: Press Scan button and
Scan the ‘bell’
.Action2: Key in 50 of thosebells.Action 3: Press nextMobile Sales will display thecorrect item, and Nancy needsonly to key in the desiredquantity. Using bar code scanningshe can dramatically improve herwork speed and avoid mistakes atthe same time.
of 00

Leave a Comment

You must be to leave a comment.
Submit
Characters: ...
You must be to leave a comment.
Submit
Characters: ...