Empower Field Services with Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Field Service

Empower Field Services with Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Field Service

Empower Field Services with Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Field Service Santosh

At Dhyey Consulting Services, We Provide Centre of Excellence as a Service to Microsoft Partners for Microsoft Dynamics 365 ERP and CRM Solutions. Our ERP solutions include Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Finance & Operations. Our CRM Solutions include Microsoft Dynamics 365 for Sales, Customer Service, and Field Service. In this Blog we are going to discuss how Business that include Field Services can leverage the most out of Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Field Service Integration and Empower their Field Service.

If your Clients are working in the field service, you understand the challenges that come along with the job. In the field service, it’s all about work orders. The process of resource scheduling concerning field service enables the configuration of constraints and perimeters to improve business needs. It optimizes work order requests by work order availability, required skills, work order duration, priority, promised time window and so much more.

An ERP Product that Promises such benefits is Microsoft Dynamics 365 Business Central. Microsoft Dynamics 365 Field Service is a revolutionary product that is going to raise expectations of the accessibility and efficiency of software, and massively reduce the standard costs of running a field service organization. Microsoft Dynamics 365 Business central along with Microsoft Dynamics 365 Field Service provides an excellent base for integration.

It’s a challenge organizing and tracking the various components of your client’s field services business: staff, equipment, vehicles, supplies, and customers. Microsoft Dynamics 365 for Field Service gives you a single platform to automate and optimize your processes.  Improve the way your clients dispatch drivers, service personnel, and technicians and care for inventory and customer support. Your Client’s organization will run more smoothly, benefitting your employees, their customers, and their business.

Dynamics 365 for Field Service’s integrated scheduling assistant lets your client filter resources according to the needs of each work order. Clients will be able to select the best technician or service person for each job. 

Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Field Service Provides the foundation to optimize Field Services with:

  • Intelligent Planning
    • Multichannel customer engagement
    • Service agreements and preventive maintenance
    • Predictive maintenance enabled by the Internet of Things (IoT)
    • Proactive field service is driven by machine learning
  • Empowered agents and technicians
    • Right people at the right time
    • Effective resource, asset, and inventory management
    • Active remote support of field technicians
    • Expert guidance and technician training plus enablement
  • Technology Unification
    • Enhanced productivity with unified data, advanced reporting, custom analytics, and data visualization
    • Solution optimization through integration and automation
    • Customized client support and channel integration

The Integration points for Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Field Service are

  • Accounts
  • Territories
  • Warehouse
  • Inventory and Inventory Records
  • Invoice
  • Purchase order

The templates are designed to sync needed master records from Microsoft Dynamics 365 Business Central to Microsoft Dynamics 365 Field Service. Users can choose to push any transaction in Microsoft Dynamics 365 Field Services to Microsoft Dynamics 365 Business Central. The bottom line is that with Microsoft Dynamics 365 Field Service and Business Central working in tandem in field service, the ability to intelligently schedule and reschedule in minutes enables resources to better meet customer commitments and organizations to make the best use of available capacity.

At Dhyey Consulting Services, we are a strong team of 65+ Technical and Functional Consultants, who have years of experience working with the Microsoft Dynamics suite. Our Consultants have gained experience working across Industry Verticals and Provide various services such as Implementation, reimplementation, Upgrades, System Reengineering, and Various Integration, Solution maintenance and support.