Perfectly planned field service and professional customer support

Many service-oriented companies are still governed by the ‘paper economy’. This often results in inefficient handling of service orders – from the allocation of service technicians or assembly fitters and the provision of order information, to time recording, expenses recording and invoicing. The potential of having a quick overview of availabilities, capabilities and deployment planning often isn’t exploited and the mobile availability of all customer and order information isn’t provided on site when dispatching technicians and equipment.

Dynamics 365 for Field Service helps you to consolidate data, provide the right information at the right time and therefore get service management on track for success. Provide efficient on-site customer support and thus turn service cases into strategic benefits. The solution provides everything your teams need – from optimised deployment planning to preventive maintenance features.

Perfectly planned field service and professional customer support

Highlights

A mobile solution for your service technology

A mobile solution for your service technology

Increase your service technology’s productivity! Thanks to Dynamics 365, your service technician can access all the information about your orders and customers both online and offline. Reports can also be created easily on a smartphone or tablet – times, expenses and material consumption can be recorded while you’re on the move. Once it’s been checked internally, the service report is transmitted to your customers and finally released for invoicing in the ERP system.

Optimised resource planning

Optimised resource planning

Support your team in coordinating appointments and resources with manual and automated planning procedures in Dynamics 365. Map-based visualisations and drag-and-drop functions simplify deployment planning for back office staff and your dispatchers. The scheduling overview is linked to the respective Outlook calendar. This allows you to save a considerable amount of time and improve your efficiency.

User-friendly application

User-friendly application

The CRM solutions from Microsoft Dynamics 365 offer an ideal basis for working quickly and productively in your company thanks to a user-friendly and intuitive interface. The Microsoft look and feel and integration with Outlook and other Office products ensure a high level of user acceptance and quick operability – regardless of the operating system, platform and terminal device.

Scalable CRM platform

Scalable CRM platform

Whether it’s a group-wide CRM system or a departmental solution – the Microsoft Dynamics 365 for Sales basic solution allows you to maintain flexibility at all times. Our solutions can be introduced and expanded gradually in line with your needs in what are referred to as releases. Thanks to the cloud architecture, the scope of your Dynamics 365 solution in terms of licenses and the applications used can be adapted to your company’s growth at any time.

All the customer processes in a single system

All the customer processes in a single system

The CRM Dynamics 365 solutions – Field Services, Marketing and Sales – provide you with perfect support when it comes to completely mapping the customer lifecycle and thus offer an all-inclusive solution platform. The customer journey – from lead generation and marketing, to sales processes and customer service – can be presented here in a comprehensible manner. You’ll therefore find all the contact points with your customers and the resulting data in a single system.

Fully integrated Power BI solution

Fully integrated Power BI solution

Enhance your employees’ effectiveness by providing them with insights from your company. The full Power BI integration permits presentation of created dashboards and reports. By incorporating services for artificial intelligence and machine learning, this tool rounds off the extensive options available to you with Dynamics 365 and saves you from having to switch between systems.

Stay in touch

Tel +49 34297 648 0
sales@be-terna.com