World-class Integrated Field Service & CRM for Sage X3

Sage x3 Dynamics CRM IntegrationMicrosoft Dynamics 365 CRM Field Service is an application that integrates with Sage X3 to deliver onsite service to customer locations. It combines workflow automation, scheduling algorithms, and mobility to ensure mobile workers are set up for success when they’re onsite with customers fixing issues.

Watch this on-demand webcast demonstration of Microsoft’s Field Service Management solution for Sage X3. See how you can deliver exceptional customer experiences to dispatch the right resource at the right time to the right place – with all the tools to succeed the first time. Topics include:

  • Creating work orders to dispatch field technicians
  • How technicians can track work order processes & status while in the field
  • Viewing available inventory allowing dispatchers or techs to place orders for parts & equipment
  • Allowing customers to submit service requests from the web, email, chat and other channels
  • Providing a complete customer history for service by location and equipment
  • Tracking costs of labor, parts, travel & other items related to service request execution to drive billing and resource utilization
  • Managing technician schedules, availability and daily plans