Can I work without an internet connection?

Yes. You can view, add, edit or delete records even when you are offline and sync them with your AX CRM when connectivity is restored.

How does search work?

Real time search at the server and on-device search capabilities help you find the information you want, exactly when you need it.

What is 360 degree customer insight?

You get the latest information on customers, contacts, prospects and leads, related emails with automated notifications and replies, and which customers or leads are located nearby.

One Touch lets you contact a prospect to confirm a meeting time or get directions to your next appointment in a single tap.

What does the What's New section show?

It lists all the latest updates in your Dynamics CRM mobile app since the last time you used it, so you do not have to check each entity.

Which deployment models are supported?

Two models: on-premise and cloud.

How does the on-premise model work?

The middleware is deployed to a Windows Server instance running IIS, which natively connects to Dynamics AX.

How does the cloud model work?

The app is deployed on cloud services such as Azure. The middleware hosted in Azure connects to the AX server using the secure Azure Service Bus.

Which model should we choose?

It depends on your security policies and infrastructure. We review them with you and recommend the model that fits.

Can we switch models later?

Yes. We can plan a move between on-premise and cloud deployment as your needs change.

How does onboarding start?

Sign up for a free trial. We then review your CRM setup, configure the app and connect it to your Dynamics AX environment.

Can business processes run from the app?

Yes. Add tasks, to-dos and notes to leads, accounts, contacts and opportunities, and see the latest sales orders and order line items for any customer account.

Can it be customized to our CRM?

Yes. We tailor the app to the entities and processes in your Dynamics CRM.

Will our team be trained?

Yes. We provide walkthroughs and documentation so your reps can start using the app quickly.

How long does a rollout take?

It depends on the deployment model and customization scope. After discovery we confirm a clear timeline.

Pricing follows users, deployment model and customization scope. After discovery we share a clear estimate.

Yes. Sign up for a free trial and see the app with your own CRM scenarios.

Do you provide ongoing support?

Yes. We provide support and updates so the app keeps working with your Dynamics environment.

Data moves between the app and your AX server through your chosen deployment, including the secure Azure Service Bus in the cloud model.

Who do we talk to first?

Use the contact form or the Talk To Our Experts button and a Dynamics CRM specialist will respond.

Sales and Marketing · Mobile CRM

Aarvexa - Microsoft Dynamics CRM Mobile App

Take your Dynamics AX CRM with you. Manage leads, accounts, contacts and opportunities from your smartphone or tablet, online or offline.

Sign up for free trial See deployment options

Works offlineReal time searchOne Touch

9:41Online

All changes synced

Good morningAlex

Search leads, accounts…

MR

Maya RaoNorthwind Foods

Proposal

DK

Dan KowalHarbor Retail

Negotiation

SL

Sara LinBright Logistics

New lead

4 leads nearby

Offline syncUp to date

360° insightCustomer 360 view

What’s New12 updates

One Touch

Real Time And Offline Operation

View, add, edit or delete records even when you’re offline and sync them with your AX CRM when connectivity is restored.

Synced

Information At Your Fingertips

With real time Search at Server and on-device search capabilities, find the information you want, exactly when you need it.

Northwind…

Business Processes on the Move

Add tasks, to-dos and notes to leads, accounts, contacts and opportunities with our Sales and Marketing Dynamics CRM mobile app. See the latest sales orders and sales order line items associated with any customer account. View, Add, Update or Delete any record directly from your smartphone or tablet.

Call prospect

Add meeting note

Update opportunity

360 Degree Customer Insight

Get the latest info on customers, contacts, prospects and leads. View related emails from your contacts, customers, etc. (along with automated notifications) and reply to them directly from the app. See which customers or leads are located nearby, so you can follow up with them immediately with our Microsoft Dynamics CRM mobile App.

One Touch To Rule Them All

Want to get in touch with a prospect to confirm the meeting time? Need directions to your next appointment? With Aarvexa, you can do all that and more with One Touch.

All The Latest Updates – Just A Tap Away

Don’t have the time to check each entity? Just check the ‘What’s New’ section to see all the latest updates in your Dynamics CRM mobile app since the time you last used it.

New lead assigned

Quote approved

Meeting moved

Sign up for free trial

Deployments

Aarvexa mobile solution supports two models for deployment

On-Premise Model

Using this model, the middleware can be deployed to a Windows Server instance running IIS server which could natively connect to Dynamics AX.

Windows ServerIISDynamics AX

Cloud Model

The app can be deployed on cloud services like Azure. The Middleware hosted in Azure can connect to the AX server using the secure Azure Service Bus.

AzureService BusSecure

FAQ

Frequently Asked Questions

Straight answers on the Aarvexa Dynamics CRM mobile app, its features, deployment, setup and working with Aarvexa.

It is a sales and marketing mobile app for Microsoft Dynamics CRM that puts your AX CRM data on your smartphone or tablet.

Sales reps, account managers and marketing teams who work away from their desk and need leads, accounts, contacts and opportunities in their pocket.

It runs on smartphones and tablets, so you can view, add, update or delete records directly from your mobile device.

Yes. The app syncs with your Dynamics AX CRM, so the data you change on the move is the same data your office team sees.

Yes. Aarvexa is a certified Microsoft partner with experienced Dynamics AX and CRM teams.