Services

CRM for Field Service Management

A world-class CRM that delivers the highest quality field service management solutions.

A Versatile Customer Service Solution that Moves with You

Field service management is about more than just having the right tools for the job no matter where you are. It’s about being able to connect with your most important asset, your customers. With Microsoft Dynamics 365 and field service management solutions from PowerObjects, you can create a customer service story that spans multiple channels, maximises your employees’ efficiency and exceeds customer expectations.

Field Service
Product Purchase

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Service Issue

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Work Order Creation & Dispatch

Field Service
Repair

Field Service
Inventory

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Close

Field Service
Analyse

Key Features


360° View of the Customer

Achieve complete organisational alignment with Sales, Marketing, Customer Service and Field Service teams for customer records.

Asset and Equipment Management

Manage all equipment components for complete visibility into warranty and service agreements, total revenue and related costs, and audit history.

Work Order Management

Create work orders directly from a case, customer portal, email or directly from CRM, and track against SLAs, entitlements, revenue and related costs and invoicing.

Scheduling and Optimisation

Automatically schedule and assign resources based on skills, location, required parts and workload. Routes are optimised to meet SLAs and minimise drive times.

Service Contracts

Dynamics 365 service contracts help you maintain warranty and entitlement information organisation-wide.

Inventory, Parts and Logistics

Get real-time updates to ensure accurate inventory including the ability to re-order directly from CRM through an ERP system integration.

Customer and Partner Engagement

Portals provide visibility and insight through configurable web pages tailored to customer or partner roles, and extend the power of CRM to deliver self-service options to enhance the customer experience.

Knowledge Management

Make crucial field service resources such as product manuals, technical support documentation, training, and related videos readily available to customer care representatives, partners and field technicians.

Mobile

Built with technicians and field agents in mind, Dynamics 365 mobile capabilities leverage the built-in features of Android, iOS and Windows.

Analytics

With one central repository of information, key analytics and KPIs are at your fingertips for proactive decision-making.

Unmatched Benefits


  • Increase Service Revenue

    Prevent warranty leakage, enter new markets, maximise technician productivity, increase up-sell/cross-sell opportunities and speed up cash flow.

  • Reduce Costs

    Reduce overstocking costs; improve parts visibility and workforce utilisation; reduce administrative overhead and increase efficiencies.

  • Increase Employee Productivity and Satisfaction

    Automate your field service operations to increase field utilisation, eliminate duplicate data and increase employee satisfaction.

  • Increase Customer and Partner Satisfaction

    Keep your customers and partners happy by opening up multi-channel communication lines, meeting or exceeding SLAs and providing proactive vs. reactive service.

  • Adhere to Regulatory Compliance

    Define necessary procedures, build forms, maintain audit history and capture critical data required to stay in compliance.

ServSmart Framework

Our ServSmart framework is an end-to-end solution that helps organizations view, track, and manage all aspects of their field service process from product to service to repair. ServSmart captures data from a machine, drives that data into Azure IoT, defines the parameters to create an alert within CRM, and provides the analysis to define and refine predictive maintenance.

Our ServSmart framework is an end-to-end solution that helps organizations view, track, and manage all aspects of their field service process from product to service to repair. ServSmart captures data from a machine, drives that data into Azure IoT, defines the parameters to create an alert within CRM, and provides the analysis to define and refine predictive maintenance.

  • AssetTrack. Provides a 360 degree view of an asset, optimizes asset management, increases remote service efficiency, and reduces operational expenses.
  • Connected Field Service. Increases customer satisfaction by providing support before a customer knows there is even an issue.
  • Azure Data Collection & Machine Learning. Predicts parts and asset failure and automates diagnostics based on fault codes and past service history.
  • Business Intelligence. Provides base visibility and monitoring, including average time to failure, parts performance, and more.
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Field Service Customer Success Stories


Kelly Roofing

Kelly Roofing uses CRM for Microsoft Dynamics 365 Field Service Functionality to communicate and coordinate with their crews on the ground.

Cenergistic

Cenergistic uses CRM for Microsoft Dynamics 365 to helping organizations reduce consumption of electricity, natural gas, fuel oil, and water.

Red Door Company

Red Door Company uses CRM for Microsoft Dynamics 365 to centralize customer data, allow easy mobile access in the field, and a streamlined service inquiry process.

More Resources

field-tech-cover-1

5 Critical KPIs for Field Service Success – A Field Technologies Magazine’s Special Report.

Providing_True_Omnichannel_Service

Providing True Omni-channel Service in a Changing Service Landscape

Improving_the_Customer_Experience

Improving the Customer Experience through Service Innovation

From_Agents_to_Ambassadors

From Agents to Ambassadors: Creating Better Customer Service Experiences

Learn More about our Field Service Management Solution
Download the Field Service Management white paper now!

We’re Here to Help
Interested in learning how Dynamics 365 can impact your Field Service management? PowerObjects can help. Contact Field Service Solutions Practice Director Dan Cefaratti to get started today!

Field Service On-demand Webinars

Field Service and CRM — A Dynamic Pair! Watch Now

CRM for Dynamics 365 – What’s New in Field Service Watch Now

Resistance Is Futile: How to Listen to Your Machines Watch Now