Find customer information easily when you're on the go, with improved search, lists, and forms

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Dec 31, 2020 - To be announced

Business value

In many cases, field sellers find themselves needing to look for records that might not appear in quick links for meetings or as recent records. With the new capabilities, sellers will be able to easily and intuitively find any record in Dynamics 365 Sales.

Feature details

  • Improved search experience: Search suggestions, search as you type, and a helpful search result grouping.
  • Responsive lists: Reducing clutter and optimizing lists for drill-down and bulk actions.
  • Mobile-optimized forms with scrollable tabs.
  • Enhanced navigation with gesture support on iOS and Android.

Note

This feature is available in Unified Interface only.

See also

Overview of the Dynamics 365 Sales mobile app (docs)