Integrated Field Services Solution FieldOne and Dynamics AX

25th February 2016

About CloudFronts• 100% Focused on Dynamics CRM, AX, Power BI & Azure.• Clients across various industries like Financial Services,

Manufacturing, Professional Services, Healthcare.• Certified Experts on CRM, AX, Field Services, Scribe, Azure. • Dedicated Field Services Team.• Deep expertise on delivering Integrated Solutions.• Scribe Premier Partner.• Read more at www.cloudfronts.com

Our Clients and Partners

Session Presenters• Sunil Dhing - AX Functional Lead• Sandeep Sav, AX Technical Consultant/FSA Scribe Integration Expert• Yadnyesh Kuvalekar, CRM Technical Consultant• Shailesh Wath, FieldOne Certified Expert• Namendra Belhe, Manufacturing + Field Services SME• Anil Shah, Solution Architect and Scribe MVP

Agenda• What is FieldOne in Dynamics CRM 2016?• Field One Features Review• Dynamics AX 2012 R3 Features Review• Solution/Entity Flowchart• Solution Demo • FAQ

What is FieldOne Sky in Dynamics CRM?• “FieldOne Sky enables companies to deliver world class

customer experiences in the field, maximizing efficiency and minimizing costs.”• A complete Field Services Automation Solution within

Dynamics CRM.• Built to work across different industries, from Health care to

Manufacturing to Security Services.• Included in the CRM Professional License ($65/user/month)

FieldOne Sky Features Review• Work Order Management• Customer Equipment Management by Location• Schedulers’ Drag & Drop Dashboard• Mobility with Offline capabilities for Field Service Engineers• Fully Integrated Sales to Services Solution in Dynamics CRM• Service Agreements• Warehouse & Inventory Management • Customizable for the right fit!• Reporting & BI• Several additional features! Read more at www.fieldone.com

Dynamics AX Features

Solution Flowchart

Dynamics AX

CUSTOMERS(C/U)

FieldOne – CRM

SERVICE LOCATIONS(C/U)

SALES ORDERS(C/U)

INSTALLATION ORDERS(C)

SERVICE PROJECTS

MAITENANCE ORDERS(C/U)

PRODUCTS(C/U)

TRANSFER ORDERS(C)

SCRIBE

Solution DemoContoso Entertainment:

Contoso Entertainment System is a leading American premium brand of Home Appliances. The business of the company includes selling, installation and after sales services of Home appliances. Customer satisfaction plays a very important role in brand recognition of the company and after sales service is the key for it.

Case 1 : Sales Order With InstallationA customer is in requirement of an Air conditioner. He purchases the air conditioner from the company and ask for the installation of the same in his office. The company books a Sales Order for selling the air conditioner and once it is delivered , it sends a technician for proper installation of the air conditioner. The technician installs the air conditioner and charge the customer for services provided.

Case 2 : Service Order for non AMC CustomerAs the call comes from the customer a call log is generated in CRM. Based on the call log Service Order is created in the System. The User schedules the technician for the job and once it is completed , closes the service order with charges.

Case 3 : Transfer OrderTechnician is in requirement of certain parts which is not available in his van(VAN 1). Thus he calls the co-ordinator about the deficit. The co-ordinator checks the inventory in Service Warehouse and creates transfer order in Field One to transfer it.

THANK YOU!

Coming Soon (May 2016) – Integrated Solution for Dynamics AX 7 and FieldOne

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