Features

Overview

Dynamics Mobile Fleet app acts as a central point for managing of mobile agents equipped with mobile devices and mobile apps and collecting data from their field activities and presenting it in various analysis and reports.

Dynamics Mobile Fleet is a backend application for Dynamics Mobile and is meant to be used by supervisors via web browser over internet.

It is supposed that only the system administrator and authorized users ( by the admin ) are allowed to access it. The users who are allowed to access the Dynamics Mobile Fleet app are also called supervisors.

The supervisors may access the management and reporting functionalities of Dynamics Mobile Fleet based on the role and permissions given by the system administrator.

Dynamics Mobile Fleet can be used as a management and data collection hub for several standard mobile apps by Dynamics Mobile as well as easily connected to custom mobile apps based on the Dynamics Mobile platform.

Dynamics Mobile Fleet also facilitates the integration of the mobile apps with various ERP's.

Feature List

Dynamics Mobile Fleet provides the following functionalities:

• Accessible via web browser from PC/notebooks/tablets - best viewed on 10`` or bigger screen ( Chrome, Internet Explorer Edge, Safari )

• Authentication via username and password

• Route planning

  • Route list with territories and divisions

  • Automatic route time optimization with ETA, total route duration and total route time

  • Scheduled ( recurring ) and one-time visits

  • Visit Templates to plan list of tasks for each visit

  • Assignment of address and geo-coordinates for each visit

  • Assignment of geo-coordinates over a map

  • Route preview on a map with distance and time estimations

• Management of Visit Templates ( a.k.a. Visit Types)

  • Visit Template is a set of tasks to be executed for each visit

  • Definition of Visit Template , where each visit template is a set of Tasks to be executed

  • Definition of unlimited set of Tasks in a specific order

  • Required and optional tasks

  • Required or Optional or Non-allowed capturing of On-display Signatures

  • Required or Optional or Non-allowed capturing of Images/Snapshots

• Management of Visiting Campaigns

  • Campaign is a set of task, tracked for each eligible client during activity period

  • Definition of Campaign, where each campaign is a set of Tasks to be executed

  • Definition of unlimited set of Tasks per campaign in a specific order

  • Campaign activity period

  • Customers eligible for the campaign ( all customers, specific customers)

  • Required and optional tasks

  • Required or Optional or Non-allowed capturing of On-display Signatures

  • Required or Optional or Non-allowed capturing of Images/Snapshots

• Rich set of Task Types

  • Sales Order

  • Invoice

  • Delivery

  • Goods Return

  • Payment Collection

  • Survey

  • Survey Question

  • Action

  • Goods Returns

• Surveys/Questionnaire Authoring

  • Survey is a way to define an approach on collecting structured information from the field

  • Period of survey activity

  • Customers eligible for surveys

  • Products eligible for surveys

• Rich set of Survey Question Types

  • Free Text

  • Single choice

  • Multiple choices

  • Whole number

  • Decimal number

  • Multiple products selection

  • Multiple products selection & single item choice for each product

  • Multiple products selection & multiple item choices for each product

  • Multiple products selection & entering of single number value for each product

  • Multiple products selection & entering of two number values for each product

  • Single product selection & single item choice for each product

• Geo-location detection

  • Definition of geo-coordinates for each visit

  • Automatic гeo-coordinates capturing on each visit in the mobile app

• Geo-fencing

  • Set the max allowed distance from client for the visits based on the visit geo-coordinates

• On-display Signature capturing

  • Define for each task and survey if Signature capturing is optional or required in the mobile app

• Image/Snapshot capturing

  • Define for each task and survey if image/snapshot capturing is optional or required in the mobile app

• Reporting

  • Live monitoring - near real time monitoring of the mobile agents over the world map

  • End of the day - individual (by mobile agent) 360 report for all activities for a specific date

  • Route Compliance - analysis for the overall and individual execution progress of the planned activities for the day

  • Timesheet and attendance

  • Answers by Surveys - reviewing individual answers by surveys

  • Completed Tasks and Campaign

  • Gallery - browsing and reviewing the captured images from the mobile agents

  • Route explorer - exploring individual routes over the world map

  • Interactive Business Intelligence Dashboards