Dynamics 365 Business Central - Field Service
Delivering ongoing field service to customers is an important part of any business that has equipment in the field and can be a source of customer satisfaction, loyalty, and revenue. However, managing and tracking service is not always straightforward. Microsoft Dynamics 365 Business Central provides a robust set of capabilities to help. These tools are vital to support repair shop and field service operations. They can also be used effectively in complex service distribution systems, industrial service environments, and high-volume deployment of service technicians and spare parts.
Using Field Service in Microsoft Dynamics 365 Business Central, you can:
- Create service orders and schedule service calls
- Track replacement parts and related supplies
- Assign service technicians based on skill and availability
- Generate service estimates and invoices
Sales & Implementation
We provide guidance beginning with the sales process all the way to implementation and go-live. Continuity throughout this process increases the probability of your field service organization's success. Our clients benefit from our expertise in:
- Software Selection (including 3rd party applications)
- Sales of the appropriate modules
- Implementation and post go-live support
Training
Training is essential to the success of an implementation and ongoing operation of Microsoft Dynamics 365 Business Central's field service functionality. We guide clients through the "train the trainer" approach and provide high-level process documentation. We encourage client teams to develop their own "desk procedures" using our best practices. Training is helpful to:
- Provide expertise to internal subject matter experts
- Replace internal knowledge lost due to attrition
- Assign service technicians based on skill and availability
- Support departmental growth
- Lift proficiency in field service operations
Discovery and Analysis
The key to a successful implementation of any Enterprise Resource Planning application, including Dynamics 365 Business Central, is fit with your field service organization's business processes. However, the field service module rarely fits business processes "out of the box". With our guidance, our clients successfully:
- Tailor the system to fit their field service business processes
- Re-engineer their business processes to fit the field service module
- Where appropriate, do both.
Management Reporting
Microsoft Dynamics 365 Business Central comes with many standard field service reports. However, our clients often ask us to create reports to streamline their business processes or provide timely information for executive management to make key decisions. Data visualization, using a business intelligence tool, allows you to quickly see when issues arise in your field service organization. Our clients benefit from our expertise in:
- Customizing existing reports
- Creating custom reports, including utilization and profitability by technician
- Dashboard deployment with Microsoft Power BI
Data Migration
Migrating data from a legacy field service application to Microsoft Dynamics 365 Business Central is a key step in the implementation process. Training and pilot testing go more smoothly after data has been transferred from the old system to the new. Our clients benefit from:
- Extraction of data from the old field service system system
- Cleanup and transformation of the extracted data
- Load into Dynamics 365 Business Central
- Creation of a data warehouse of the legacy data
Planning and Scheduling
Deployment of technicians with appropriate skills and experience is critical to a successful field service organization. Equally important is the delivery of the correct replacement parts to complete a repair or preventative maintenance. Our clients benefit from our expertise in:
- Capturing skills and certifications for each technician
- Assigning and scheduling technicians based on expertise and availability
- Material planning for replacement and spare parts
- Financial reporting related to field service activities
