DBS / UNITED ARAB EMIRATES

Mobile field sales & services for Dynamics 365 Business Central

Empower your sales representatives and service technicians with an offline-first mobile platform that brings orders, routes, service jobs, invoicing and payment collection into Microsoft Dynamics 365 — with or without an internet connection.

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Delivery worker carrying parcels on a city street

THE OPPORTUNITY

Connect your field teams to Dynamics 365 — anywhere in the UAE & GCC

Distributors, manufacturers and service organizations across the region depend on people who spend their working day outside the office: van sales reps delivering to retail outlets, pre-sales agents taking orders, merchandisers checking shelves and technicians maintaining equipment at customer sites. When those teams run on paper, messaging apps and disconnected tools, orders arrive late, stock and cash go unreconciled, and management only learns what happened at the end of the day.

Field Sales & Services from DBS closes that gap. Built as a mobile extension of Microsoft Dynamics 365 Business Central and Finance & Operations, it gives every rep and technician the ERP data they need on their phone or tablet — customers, pricing, inventory, order history and service agreements — and posts every order, invoice, payment and job report straight back into Dynamics 365 the moment connectivity returns.

Supervisors plan and publish optimized routes before the day starts, follow every rep and technician live on the map, and act on AI-driven alerts for churn risk, cash discrepancies and SLA breaches — turning field operations into a measurable, controlled part of the business.

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ONE PLATFORM

One mobile platform, two field operations

Whether your people sell, deliver, merchandise or service, they work from the same app, the same routes and the same Dynamics 365 data.

Field sales

Direct Store Delivery (DSD), pre-sales, merchandising and collections. Reps visit customers on optimized routes, take orders, deliver from van stock, issue invoices and collect cash, cheque or card payments — online or offline.

Field service

Scheduled maintenance, break-fix repair, asset inspections and field invoicing. Technicians receive jobs matched to their skills and location, follow guided checklists, consume parts from van stock, capture photos and close jobs on site.

HOW IT WORKS

How it works

01 · Plan

Intelligent route & job planning

Routes and service jobs are generated automatically from customer agreements, orders, visit frequencies, SLA windows, technician skills and vehicle capacity. Supervisors review, adjust and publish the day’s plan from an interactive calendar and map.

Single- and multi-route optimization that respects depots, load capacity and time windows
Recurring visits and service agreements scheduled on the right days
Jobs assigned by skill set, proximity and real-time availability
Supervisors review, tweak and publish the final plan

02 · Execute

Guided mobile execution

Reps and technicians receive the plan on their device with all Dynamics 365 data pre-loaded. Structured day workflows guide them from start-of-day preparation through every visit or job to end-of-day close.

Full ERP data on-device: customers, pricing, inventory, order and asset history
Organization-defined visit and job workflows: steps, checklists, forms and sign-offs
100% offline — works in basements, cold stores, warehouses and remote sites
Transactions sync to Dynamics 365 as soon as connectivity returns

03 · Analyze & act

AI-powered supervision

Live maps show every rep’s and technician’s position and progress. End-of-day reports cover performance, collections and variances, while AI agents watch for the exceptions that cost money.

Live map: positions, progress, deviations and SLA status
End-of-day reports: performance, collections, variances and job completion
AI agents flag churn risk, route violations, cash discrepancies and unusual parts usage
Pre-approved autonomous actions: auto-escalate, auto-reconcile, auto-reorder

KEY FEATURES

Everything your field teams need, integrated with Dynamics 365

A complete toolkit for sales reps, drivers, merchandisers and technicians — and full visibility for the supervisors and back-office teams behind them.

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Sales & order management

Seamless order management
Create, modify and process orders directly from the app, with real-time customer data, order history and preferences at hand — reducing paperwork and delays.
Complex pricing engine
Multi-tier pricing, volume discounts, trade agreements, service contract rates, parts markups and time-limited promotions — resolved in real time on the device from Dynamics 365 pricing data.
On-the-spot payment collection
Collect cash, cheque or card payments at the point of delivery or on job completion. Issue receipts instantly, reconcile collections at end-of-day and sync every transaction to Dynamics 365 automatically.
Electronic document delivery & register
Print invoices, receipts and job reports on portable Bluetooth printers, or send them by email, WhatsApp or SMS the moment a visit ends. Every document is stored in a central register with delivery status and a full audit trail.

Planning & execution

Route optimization & smart planning
Routes that respect vehicle load, time windows, visit priority and depot locations, calculated automatically. Supervisors see every rep and technician live on the map and can replay any route to compare actual versus planned.
Agreement-based visit & job scheduling
Set up recurring customer visits and service agreements — weekly, bi-weekly, monthly or quarterly — and let the system generate and schedule them on the right days, so no customer or asset is forgotten.
Calendar-based planning
Dispatchers plan and review all jobs on an interactive day, week or month calendar, reassigning by drag-and-drop to fill gaps and balance workloads.
Structured day workflows
Define exactly how a rep’s or technician’s day unfolds — start-of-day preparation, on-site execution and end-of-day close — with required and optional steps so every team member follows the same playbook.
Visit geofencing
The app validates that the rep or technician is physically at the customer or job location before a visit or job can start — no ghost visits, no fraudulent check-ins.

Inventory & service

Mobile inventory management
Manage van and field stock end-to-end: receive at the depot, load vehicles, track lots, batches and expiry dates, record parts consumed per job, handle returns and monitor live stock levels.
Barcode & QR scanning
Scan products, parts, assets and equipment to add items to orders, verify deliveries, record consumption and perform stock checks — fast and error-free.
Comprehensive task management
Checklists, tasks and sign-offs for maintenance visits, repairs and inspections, with full asset and job history available on the device.
Photo & document capture
Attach images for deliveries, repairs, returns, shelf compliance and payment confirmation directly to the visit or job.
Smart forms & back-office workflows
Design your own digital forms — start-of-day checklists, expense claims, incident reports, parts requests, customer feedback — and route submissions to the back office for review and approval.

Platform & integration

Offline mode
Full functionality without an internet connection; data synchronizes automatically as soon as the device is back online.
Cross-platform
iOS and Android phones and tablets for field users; Windows notebooks, PCs and rugged devices for supervisors, back-office teams and demanding sites.
Dynamics 365 integration
Native connection to Dynamics 365 Business Central and Finance & Operations for customers, items, pricing, inventory, orders, invoices, payments and service records.
Analytics & reporting
Insight into sales performance, collections, service KPIs, customer behavior and route efficiency for supervisors and management.

AI AGENTSEarly access

AI-ready field operations

AI agents run continuously in the background, comparing what was planned with what actually happened and surfacing the exceptions your supervisors need to act on. Available through our AI early access program.

Customer churn signals

Declining order frequency or skipped visits trigger early-warning alerts so supervisors can intervene before a customer is lost.

Collections anomaly detection

Overrides, skipped customers and cash discrepancies are detected and escalated in real time.

Order variance monitoring

Ordered versus delivered quantities are compared across the fleet, with short deliveries auto-reconciled and systematic gaps flagged.

Route pattern analysis

Inefficient visit patterns are identified and schedule improvements suggested from historical performance.

SLA breach prediction

Real-time prediction of jobs at risk of missing their SLA, with proactive alerts to dispatchers.

Parts usage & repeat-failure signals

Unusual parts consumption and recurring failures on the same asset are flagged to drive preventive maintenance.

AI agent capabilities are currently in early access with our technology partner; we confirm availability for your environment during discovery.

INDUSTRIES

Built for the industries that run on field teams

Field Sales & Services is proven in route-based sales and mobile service operations across:

Manufacturing
Distribution & wholesale
Retail & FMCG
Consumer goods & electronics
Food & beverage
Pharmaceutical

WHY DBS

Why leading distributors and service providers in the UAE & GCC choose DBS

Proven Dynamics 365 expertise

DBS implements and supports Microsoft Dynamics 365 Business Central and Finance & Operations for organizations across the GCC. Field Sales & Services is delivered as part of your ERP roadmap — not as a disconnected mobile app.

Localized for regional field operations

Cash-heavy collections, trade agreements, multi-branch distribution and service contracts are everyday realities in the region. We configure workflows, pricing rules and documents to match how your business actually operates.

End-to-end delivery & support

From process design and Dynamics 365 integration to device rollout, user training and ongoing support, one partner in Dubai takes ownership of the whole solution.

QUESTIONS & ANSWERS

Frequently asked questions

Have another question?

Talk to our team

What is Field Sales & Services, and who is it designed for?

Field Sales & Services is a mobile field platform, integrated with Microsoft Dynamics 365 Business Central and Finance & Operations, that DBS delivers for organizations in the UAE & GCC whose sales representatives, van sales drivers, merchandisers and service technicians work outside the office. It combines field sales — direct store delivery, pre-sales, merchandising and collections — with field service — scheduled maintenance, break-fix repair, inspections and field invoicing — in a single offline-first app connected to your ERP.

What core capabilities does the solution deliver for reps and technicians?

Route optimization and agreement-based visit and job scheduling, guided day workflows, order taking with a real-time pricing engine, van and parts inventory with barcode scanning, geofenced check-ins, on-the-spot payment collection with instant receipts, electronic invoice and job-report delivery, digital forms and photo capture, and a live supervisor map with end-of-day reporting. Everything works offline and synchronizes with Dynamics 365 as soon as connectivity returns.

How does the app work without an internet connection?

All the Dynamics 365 data a rep or technician needs for the day — customers, pricing, stock, order history, service agreements and job details — is loaded onto the device in advance. Visits, orders, invoices, payments and job reports are recorded locally and synchronized automatically when the device is back online, so teams keep working in basements, cold stores, warehouses, industrial sites and remote locations.

How does Field Sales & Services integrate with Microsoft Dynamics 365?

The platform connects natively to Dynamics 365 Business Central and Finance & Operations. Master data such as customers, items, price lists, trade agreements, inventory and service agreements flows to the mobile app, and transactions created in the field — sales orders, invoices, payments, stock movements, parts consumption and job records — are posted back to Dynamics 365. DBS designs, configures and tests the integration as part of the implementation.

Which industries in the UAE & GCC benefit most from this solution?

Manufacturers and distributors of FMCG, food and beverage, consumer goods and electronics and pharmaceutical products that sell and deliver through retail outlets, as well as wholesalers and service organizations that maintain equipment or assets at customer sites. Any business with a route-based sales force or a mobile technician workforce will see faster order-to-cash, tighter stock and cash control and better customer service.

Why should companies in the UAE & GCC choose DBS to implement Field Sales & Services?

DBS is a Microsoft Dynamics partner and certified ISV based in Dubai with deep implementation experience across Business Central and Finance & Operations. We understand regional field operations — cash collections, trade agreements, multi-branch distribution and service contracts — and we deliver the mobile solution, ERP integration, device rollout, training and ongoing support as one accountable partner.

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