Case Study
Dynamics 365 Field Service integrated with Finance & Operations Implementation for a Security System Service Provider
Dynamics 365 Field Service empowers field technicians to be more efficient. Learn how a security system provider improved its field operations with this module.
Overview
The client is a security system service provider whose business depends on a mobile workforce of field technicians. To improve the efficiency of that workforce, DAX implemented Dynamics 365 Field Service integrated with Finance & Operations.
Business Pain Points
- Field technician efficiency was below where the business needed it to be.
- Scheduling was not optimized, sending technicians on longer journeys than necessary.
- Technicians lacked mobile access to work orders while out on site.
- Without real-time inventory visibility, technicians arrived at jobs without the right parts.
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- Optimized scheduling: work is assigned to the right technician with travel taken into account.
- Mobile access to work orders: technicians see and update job details from the field.
- Real-time inventory management: parts availability is visible before a technician is dispatched.
- Integration with Finance & Operations: work orders, inventory, and billing stay connected end to end.
Modules:
- Microsoft Dynamics 365 Field Service
- Microsoft Dynamics 365 F&O
- Work Order Management
- Resource Scheduling
- Inventory Management
Benefits
- Travel time reduced by 15% through optimized scheduling.
- First-time fix rates improved by 20%.
- Technicians work from current job information instead of paper and phone calls.
- Work orders, inventory, and billing stay in step across Field Service and F&O.
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