Field Service in Dynamics CRM Online
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This webinar will showcase how to manage your Field Service workforce with Dynamics CRM. The intention is to demonstrate Centralization of Scheduling and Dispatch, Work Order Management, Preventive Maintenance Management, Inventory Management and Mobile Collaboration.
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Field Service in Dynamics CRM Online
- 1. Field Service Presented by – Shailesh Wath, Field Service Certified Expert, CloudFronts Technologies LLP
- 2. About CloudFronts • Microsoft Certified Silver Partner for Dynamics CRM, Data Analytics and Azure Cloud Platform! • Scribe Premier Partner • Focused on Dynamics CRM, AX, NAV, Power BI & Azure • Certified Experts on CRM Field Service • Integrated Solutions for AX- CRM, Field Service.
- 4. Field Service Management Goals • Right People (Skill Set) • Right Resource • Right Location
- 5. Benefits of Field Service 1. Work Order management 2. Schedule board and dispatch 3. Preventive maintenance management 4. Inventory management 5. Mobile Collaboration and offline access 6. Used across multiple Industries from Health Care and Manufacturing
- 6. Get Started
- 7. Administration • Resource Setup • Territories • Bookable Resources • Work Order Setup • Work Order Type • Incident Type • Product
- 8. Mobile App • Field Service Mobile • Woodford Solution • Mobile Project Template
- 10. Preventive Maintenance • Agreement • Create Agreement • Define Booking
- 11. Inventory management • Warehouse • Inventory Adjustments • Inventory Transfer
- 12. Client Case Study Leading specialist manufacturer and supplier of static tension and/or compression materials testing machines. Global deployment of AX 2012 R3 and Dynamics CRM Online. Field Services across multiple countries. Integrated Solution from Customer creation to Invoice Posting to Service Order Integration.
- 13. AX-Field Service Integrated Solution
- 14. Q & A
Editor's Notes
- This webinar will showcase how to manage your Field Service workforce with Dynamics CRM.
- Field Service Management is way to manage mobile workforce while delivering products and services at Client Location. Field Service application helps in Manage work force with Right Resource , Right People at Right Location Field Service Solution helps in customer satisfaction ratings, enhances productivity, and drives revenue.
- Field service capabilities extend Microsoft Dynamics CRM Online to provide a complete field service management solution Work order management Quickly generate work orders, it contains all of the information you need to dispatch field agents to service locations. Schedule board and dispatch A flexible drag-and-drop schedule board lets dispatchers assign resources and set up schedules for multiple work orders using a list or map view. Preventative maintenance Configure service agreements for your customers that will automatically generate recurring work orders to ensure equipment is properly maintained before issues occur. Inventory management Extend the CRM product catalogue with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock. Mobile app The mobile app gives field techs quick and easy access to everything they need to execute a work order,
- Field Service available from Microsoft Dynamics CRM Online 2016 Update 1 CRM Client -> Settings -> Dynamic Marketplace
- The Field Service Mobile app is supported on the following devices: a. Windows 10 b. iOS 6 + c. Android phone To download the app, search for Field Service Mobile in your device's app store.