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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

Posts Tagged ‘field service’

Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In-Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

At the heart of any company's success are its customers. The success and growth curve of any company can be predicted by gauging its customer satisfaction levels and market reputation. One vital component that has a significant effect on these attributes is the quality of customer field service. Are they quick? Are they thorough? Are […]

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2020 Dynamics 365 Release Wave 2 Offers Hundreds of New Features

  Microsoft's continues to invest in powering digital transformation to their customers and partners in the 2020 Dynamics 365 Release Yesterday, Microsoft published the 2020 Dynamics 365 release wave 2 plans for Dynamics 365, a compilation of new capabilities that will be released between October 2020 and March 2021. The release demonstrates Microsoft's continued investment […]

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Microsoft Dynamics 365 for Field Service – Custom Serialized Inventory Solution

Microsoft Dynamics 365 for Field Service - Custom Serialized Inventory Solution   Improve outcomes and save money Are you responsible for a large organization with many employees? Do you run a small, niche business? No matter what the specifics of your situation might be, one thing holds true: every part in your inventory costs money. […]

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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]

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Field Service Technology that Helps You Compete

When looking to gain a competitive advantage in the field service industry, most organizations look to bolster their team of field technicians.  While this can mean additional hiring, training, etc., those efforts can get expensive very quickly. Instead, a more accessible means of enhancing your team’s capabilities is by equipping the resources you already have […]

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Microsoft Dynamics CRM and FieldOne: A Beautiful Marriage for Customer-centric Field Service Management

  In the past decade we have seen a whole spectrum of customer-centric businesses realize the need for better, integrated field service management tools. Whether it be for on-site maintenance, repairs, installations, or contracted services, Field Service Management solutions are used by many different industries for many different reasons. It came as no surprise to us when […]

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New Elevator Contractor Software Enhancements for Dynamics CRM

We're excited to announce that FieldBoss has released a new elevator contractor software version. We have a lot of great new features in this release, including over 100 new elevator fields to be tracked as well as major improvements to real time margin visibility for work orders, maintenance contracts and projects, as well as significant […]

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Go Mobile with CRM and Collect Information at the Source

There is a lot of talk about automating processes.  How about data entry?  Or re-entry?  We see this as a pain point in many of our early conversations with clients.  The trend is this:  nothing positive comes from the manual and time consuming process of manually re-keying data.  The reasons our customers want to automate […]

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Go Mobile with CRM and Accelerate Cash Flow

Service-based businesses can greatly benefit from Mobile CRM.  Let’s think about the process.  A field technician provides a fee-based service.  Once the service is complete, that technician is ready to move on to the next paying customer.  But first, there are a few manual processes that must take place in order to receive payment. How […]

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Go Mobile with CRM and Shorten Sales Cycles

According to BusinessDirectory.com, the definition of a sales cycle is "the course of time between the initial contact being made with a customer, the identification of services or goods to be procured, the acceptance of the intended purchase, and the transaction that completes the sale. It is a measure of the efficiency of a sales […]

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