Dynamics 365 for Field Service
Maximal efficiency with minimal costs for service technicians
Dynamics 365 for Field Service Automation
Business software for complex field service management designed for service companies that deliver onsite service to customer locations.
- Minimise dispatching costs and errors by choosing the right technician with relevant skills and devices
- Maintain current and shared information in one place in real time
- Drive operational efficiency with Artificial intelligence, Mixed Reality and Internet of Things
Key Features &
Benefits
Resource and Order Planning
Generate work orders directly from emails, orders, telephone calls, web portals, and service contracts
Assign orders to technicians based on skills, location, or priority with help of an interactive schedule board
View all orders including products, customer assets, and contracts in one place — all in real time
Customer portal with access to open and completed cases
Track service orders with automated text messages and phone calls
Identify key team roles and resources
Reporting
Overview of service orders, completed cases, and their evaluation
User dashboards available directly in CRM
Ability to measure and evaluate field service work performed by technicians
Open case reports
Advanced reporting in Power BI
Technician Mobile Access
Universal mobile application for all devices and platforms
Online or offline service case processing including photos and service sheet signing on mobile devices
Clear calendar format with information about work orders, customers, and instructions for technicians
Work orders link to service history, service contracts, device installation, spare parts, and price information
Automation and optimisation of routes through a connection with Google maps and traffic reports
Service Contracts
Contract creation and management including automated work order generation and prioritisation
Contracts, pricelist, installed devices, service visits, and guarantees linking
Contract planning (weekly, monthly visits, etc.)
Generate invoices directly in the system after closing a work order
Inventory Management
Automatic inventory updates and history across locations in real time
Track movement of parts online from order to onsite installation
Inventory journals serve as a ledger for all inventory changes and can track inventory types (Available, On Hand, On Order, and Allocated)
Internet of Things – IoT
Combination of IoT diagnostics, planning, and inventory and asset management
Remote detection and problem solving
Timely predictive and preventive maintenance
Identify and solve problems before customers become aware of it
Customer Quotes
“LLP helped us to improve some of our business processes and to optimise our use of Microsoft Dynamics CRM. Thanks to that, we developed a more systematic approach to sales management. We also collected a great deal of market data, which, in turn, our sales team were able to use greatly to boost both sales and client satisfaction.”
Luděk Lhotka
Sales Manager
Efaflex
“Our goal was to combine and streamline sales and marketing management, including integration with other systems that we’ve used at Benzina for a long time. We were looking for a complex solution which would at the same time be easily scalable in the future. Our users’ experience confirms that we could not have chosen better.”
Vladimír Dočekal
Retail Director CZ
“LLP CRM has understood our needs very well from the beginning of the project. They demonstrate a high level of flexibility and solution orientation to bring our organization onto the next level. Communication and collaboration work excellently. We have been guided through changing our way of working based on Microsoft Dynamics 365 Customer Service solution and well supported throughout rollout making the system ‘our own’.” … “The new CRM system helps us to have a better view on our customers and thus serve them more individually. The gain of transparency is not only beneficial in contact with the customer, but also in terms of managing the customer service team.”
Anne-Catherine Grunholzer
Head of Customer Service
ODLO International AG
“One of the reasons why we’ve decided to invest in our CRM system was to encourage the sharing of information amongst business teams across the whole corporation. I really appreciate the personal approach of LLP CRM, its helpfulness and extensive experience with CRM implementations.”
Pavel Dvořáček
Business Project Manager
Foxconn
“We carefully considered which CRM system and which implementation partner to choose. In the end we chose LLP Group for its strong references in the financial sector. LLP recommended that we should go for Microsoft Dynamics CRM 2013, which provides an intuitive user interface both on computers and mobile devices, and it represented an ideal solution for us.”
Martin Beneš
Head Analyst
sAutoleasing
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