Connect 360 Live

Connect 360 – Field Sales & Retail Execution for D365FO Connect 360 is a powerful mobile solution designed to streamline field sales and retail store operations, connecting your teams directly with Microsoft Dynamics 365 Finance & Operations in real time. Built for real-world business scenarios, the app enables sales representatives and store teams to manage visits, capture orders, process returns, execute store activities, and collect payments — all from a single mobile platform, even when working offline. 🚀 Key Features 📍 Visit Planning & Routing Plan daily customer visits with optimized routes and predefined schedules. Track execution in real time, improve coverage, and ensure no customer is missed. 📦 Sales Order & Returns Management Create and submit sales orders directly from the field. Process sales returns with full control and validation. Access real-time pricing, credit limits, and inventory availability while ensuring compliance with business rules. 👥 Customer Management Access complete customer profiles on the go. View balances, credit status, and transaction history. Easily register new customers or update existing information. 💰 Collections & Payments Record and submit customer payments instantly. Support multiple payment methods and attach supporting documents such as receipts or images. 🏬 Retail Store Management Empower store teams with operational tools: Verify product prices and item information Perform internal shelf replenishment Receive transfer orders in-store Create transfer requests from store to distribution center (DC) Support RFID-based receiving for faster and more accurate operations 🔄 Real-Time Integration Seamless integration with Microsoft Dynamics 365 Finance & Operations ensures instant synchronization between field, store, and back-office operations, reducing manual work and errors. 📡 Offline Capability Work without internet connectivity. Capture orders, returns, visits, and transactions offline, with automatic synchronization once connection is restored. Ideal for remote and low-connectivity environments. 📊 Productivity & Performance A user-friendly interface designed for real business usage, enabling faster execution of daily sales and store operations while improving accuracy and efficiency. 🎯 Business Benefits Increase field sales productivity and accountability Improve retail store execution and product availability Enhance customer service with faster response times Handle sales returns efficiently with full visibility Enforce pricing and credit control in real time Gain complete visibility across field and store operations Reduce manual errors and operational delays 👔 Who Should Use Connect 360? Field Sales Teams, Retail Store Staff, Sales Managers, and Distribution Businesses using Microsoft Dynamics 365 Finance & Operations. 🔐 Secure & Reliable Connect 360 ensures secure handling of business data with reliable synchronization across all operations — online and offline. 💡 Why Connect 360? Connect 360 combines field sales automation, returns processing, and retail store execution in one unified platform, giving your business full control from warehouse to shelf.