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 collaboration with LLP CRM has enabled us to launch a sophisticated and highly responsive approach to policy management and claims processing in Germany and Switzerland. We have put in place the foundation of a scalable and innovative solution to support our mission of helping loving, responsible pet parents budget and care for their pets in Europe.”
Pao Verzosa
Senior Director, Technology & Business Development
Trupanion
“LLP team managed to solve all the problems that we were facing. The standard solution was tailored to fit all our needs. Where I see the key benefit is the team’s complex view on customer relationship issues.”
Anna Dufková
Online Manager
Whirlpool
“The Dynamics 365 CRM implementation by LLP CRM team was not a one-time issue for Scania as the ambition was to launch a complex sales management solution integrating several company systems so that the salesmen had all necessary information in one place. Given the key role of CRM, system development never ends. However, I dare say that over time, together with LLP CRM, we have succeeded in fulfilling the ambition we had with the Dynamics 365 solution. Salesmen throughout the CER (Central European Region) were given a tool to increase their customer awareness and the possibility of working with them more effectively, and their management were given a BI tool. Since business in our industry takes place primarily in the field, some salespeople appreciate working with CRM via the mobile application. Our immediate goal is to start using Dynamics 365 CRM for our new emerging call center.”
Tomáš Mentlík
Project Manager CE region
Scania
“We were searching for a complex system to cover the group´s business processes as well as to be able to implement the system in other countries where we operate. The aim was also to support our future growth and be ready for further mergers and acquisitions. We strongly preferred the flexible monthly SaaS lease model without large capital investments in our internal infrastructure. Dynamics 365 and all its add-on features have proven to meet all these requirements. I would like to thank the entire LLP team for their cooperation in the Czech Republic and Hungary and have no doubt that our next project in France will also be a success. I really appreciate the high quality of the consultants and their helpful support we received during the entire implementation project.”
Mgr. Lukáš Vildman
Project Director
Waterlogic Group
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