A World-class CRM that Delivers the Highest Quality Field Service Management Solution

Microsoft Dynamics CRMMicrosoft has made robust investments in their CRM solution over the past few years to expand the overall capabilities the platform can address. As a result, we’ve seen a number of specialized features added to their CRM to address client needs in areas that CRM has historically either not addressed at all, or did so superficially. One of these specialized elements centers on Field Service.

Join us for a webcast demonstration and see how Microsoft has addressed Field Service Management with the inclusion of its field service capabilities within its CRM product. We’ll provide an overview of these capabilities so you can see for yourself how CRM has evolved beyond just tracking leads and opportunities, including:

  • 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