Customer Stories

Field Services - Dynamics 365 CRM

Dynamics 365 CRM & Field Services For A Cleaning Services Company

Business Challenges

  • Manual processes
  • Challenges with leads and accounts management
  • Approvals management, Pricing, Invoices
  • Purchase Order management, Scheduling, Inventory
  • Agreements and Field services activities management

Technical Solution

  • Delivered and supported D365 Sales, Field Services and Service App solution on the following principles of:


  • Integrations with ERP
  • Reduce maintenance cycles & Reusability


  • Higher productivity and efficiency across the organization
  • Improved inventory management and scheduling resulting in extensive cost savings
  • Improved customer services for better retention