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:
.>Scalability
- Integrations with ERP
- Reduce maintenance cycles & Reusability
Benefits
- Higher productivity and efficiency across the organization
- Improved inventory management and scheduling resulting in extensive cost savings
- Improved customer services for better retention