Overview
The customer’s business is to design, build, maintain, and service superior security systems including wired and wireless networks and low voltage systems to protect their clients’ interests and enhance their operations.
Business Pain Points
- The organization lacked an application which could provide them a real time status of their New, Open and In Progress work orders for their Field Service Team.
- No application access over Mobile and other hand-held devices for Field Service personnel including Support technicians.
- ERP application was being used to track Time Sheets of the field technician which was cumbersome and of lead to Data leakages.
- Lack of consolidation of Costs incurred and revenue to be booked.
Looking for support with D365 Field Service integration or implementation?
With 20+ years of industry experience in ERP and CRM, DAX is proficient in crafting tailored solutions to meet the needs of businesses.
Solution
- The customer implemented Field Service Module of Dynamics 365 CE integrated with Finance and Supply Chain Modules of D365 F&O.
- End to end business process was mapped across the applications with the key data moving from CE to F&O to provide an integrated solution.
- Additional Automation was built so that there is minimal User Intervention and data entry required thus maintaining the sanctity and integrity of the data.
- Modules: Microsoft Dynamics 365 F&O & CRM
- Field Sales/ Marketing
- Fixed assets, GL, AP, AR & Project Accounting
- Fixed Assets
- Power BI (Utilization)
Benefits
- A single integrated system across the CE and F&O applications provided complete visibility about the customer including their Service Requests with status and financials.
- Enhanced experience for field as well as office personnel with real time information regarding the allocated task as well as their progress.
- Improved customer satisfaction since with enhanced SLA attainment and real time visibility into the status of their work orders along with precise billing with respect to products and labor hours consumed.
