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
“Despite a limited budget, LLP CRM has delivered a complete CRM solution, including add-on features that meet all the requirements of a modern customer relationship management system. Thanks to the Customer Portal and complete digitisation of the whole insurance process, veterinarians save significant time and are guaranteed payments for treatments within 24 hours.”
Jan Moravec
Business Architect
PetLine

“The new CRM solution, Dynamics 365, brought greater transparency to the entire sales organization. We were able to streamline the process of obtaining up-to-date sales reports across the 15 locations where the system was implemented. LLP CRM has demonstrated exceptional skills in managing the entire implementation project as well as additional customizations. Dynamics 365 provides us with insight to a complete sales process from inquiry, through quotation, order to contract conclusion, including the entire lead management lifecycle.”
Tomáš Franc
Customer Engagement Solution Manager
Beck & Pollitzer Czech

“Skanska Reality a.s. has implemented a sophisticated CRM system with the aim of optimizing agent and customer communication and to streamline its processes. A three-stage tender process led to the selection of LLP Group for the implementation of this project because LLP Group was the only company to demonstrate specific know-how in the field of apartment sales and proven ability to customize the system to meet the firm’s complex business process requirements.”
Ondřej Beneš
Acquisition and Research Specialist
Skanska

“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

“Additionally, the new CRM system significantly reduced the burden on our IT department and made us able radically to accelerate the resolution of requirements for further customisation. Not to mention the fact that 80% of change requests can be managed by our business administrators without incurring external cost.”
Petr Budín
Business System Design Manager
O2 Czech Republic

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