Integrations

Dynamics 365 for Field service integration capabilities

Dynamics 365 for Field service integrates easily with the systems that are already available in the organization. The ERP, CRM platform, Alerts & Notifications and other solutions could work together with Dynamics 365 for Field service to increase the efficiency of business processes.
ERP

ERP

Dynamics 365 for Field service with ERP integration is a great solution to benefit from synchronizing all systems in place. When shared, inventory management, financials, customer and service management will simplify the workflow and give a complete view over business operations.

CRM

Dynamics 365 for Field service extends Dynamics 365 for Sales solution. Basic entities are shared and common workflows cover entire customer management and communication functionality.

CRM
Alerts & Notifications

Alerts & Notifications

Emails, text or voice notifications, following custom workflows can be configured and automatically sent out to multiple recipients.

Out of the box Office 365 integration supports this feature.

Collaboration and communication

Basic field service processes represent the interaction between operators, technicians and customers. Therefore, Dynamics 365 for Field service is designed to significantly improve internal and external communication using various tools and mechanisms.

Out of the box integration for Dynamics 365 for Field service is available for Office 365, Customer and Partner Portals, Voice of the customer (manage customer surveys), 365 groups (groups for collaboration), Gamification.

Collaboration and communication
Business intelligence

Business intelligence

Nowadays business intelligence is part of any end-to-end business solution. Dynamics 365 for field service combines data from the field together with operational transactions to serve as a solid foundation for custom KPIs metrics.

Out of the box integration is available with Power BI. Standard solution template with set of industry report is included as part of the solution.

Cloud-based services

Dynamics 365 for Field service can be deployed in the cloud or is also available for deployment in private data center. Solution can be easily enhanced with multiple features and is able to use different APIs, supported via cloud services.

Out of the box Azure cloud services are natively integrated with Dynamics 365 for Field service.

Cloud-based services
Internet of Things

Internet of Things and Advanced analytics

Connected field service allows monitoring, remote troubleshooting, notifications and alerts and automatic work order creation to proactively service the connected devices. It brings the organization to the level of predictive maintenance and significantly reduce high costs of the break-fix model.

Out of the box Connected field service solution uses Azure to store device messages and send them further to Dynamics 365 for Field service.

GPS and maps

GPS integration with Dynamics 365 for Field service allows continuous tracking of real time location of resources or vehicles and this way provides information on actual status of the upcoming appointments. This information is used to optimize schedules and is visually represented on a map within the Dynamics 365 user interface.

There is out of the box integration with Bing Maps.

GPS and maps

CONNECTED FIELD SERVICE

Have a look at our free company booklet

Divide his creature cattle first sixth you fruitful midst man own kind morning night from thing signs and void day. Lern in our booklet more about:

  • Field Service Business Process
  • Colloboration and communication
  • Basic Connected Field Service
  • Internet of Things and Advanced analytics
  • Multi-Warehouse Inventory

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