field service in dynamics crm online
TRANSCRIPT
Field ServicePresented by –
Shailesh Wath, Field Service Certified Expert, CloudFronts Technologies LLP
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.
Clients and Partners
Field Service ManagementGoals• Right People (Skill Set)• Right Resource • Right Location
Benefits of Field Service1. Work Order management2. Schedule board and dispatch3. Preventive maintenance management4. Inventory management5. Mobile Collaboration and offline access6. Used across multiple Industries from Health Care and
Manufacturing
Get Started
Administration• Resource Setup• Territories• Bookable Resources
• Work Order Setup• Work Order Type • Incident Type• Product
Mobile App• Field Service Mobile • Woodford Solution• Mobile Project Template
Preventive Maintenance• Agreement• Create Agreement• Define Booking
Inventory management• Warehouse• Inventory Adjustments• Inventory Transfer
Client Case StudyLeading 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.
AX-Field Service Integrated Solution
Q & A