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CRM Field Service 

Microsoft Dynamics GP Field Service Components

  • Contract Administration
    Improve service delivery, accuracy, and accountability with tools that simplify and streamline contract management, including setup and flexible maintenance for all contract items, documents, and requirements.

  • Microsoft Dynamics CRM Professional Server
    Create and easily maintain a clear picture of customers—including complex supply chain relationships with partners and suppliers— from first contact through purchase and post-sales, using a comprehensive customer relationship management solution that‛s easy to learn and use.

  • Service Call Management
    Efficiently enter customer service requests; dispatch technicians; manage parts, labor, and miscellaneous charges; and bill customers for time and material services.

  •  Field Service Anywhere
    Empower technicians to keep track of service calls while working in the field, using mobile devices and laptop PCs to log, receive, prioritize, and respond to service calls—with the assurance of automatic data synchronization with Microsoft Dynamics GP.

  • Depot Management (requires Returns Management)
    Enter work orders; schedule and track activities within your internal repair facility; and track usage of parts and labor in the repair process.

  • Preventive Maintenance
    Save time and reduce manual tasks by automatically generating service calls for preventive maintenance work.

  • Microsoft Dynamics CRM Connector for Microsoft Dynamics GP
    Increase consistency and accuracy in billing and forecasting, streamline operational costs and processes by eliminating redundancies, and promote increased organizational efficiencies that deliver strategic business impact by synchronizing and integrating data within Microsoft Dynamics CRM and Microsoft Dynamics GP.