Microsoft Dynamics 365 for a Mobile Workforce

At a recent presentation of Microsoft Dynamics 365 for an expanding electrical company, we provided a potential solution for improving communication with their technicians that would reduce paper flow and the time spent invoicing.

What did this look like? We created a mobile work order and a health and safety checklist for their technicians. The solution would assist with the transfer of data to and from technicians consistently, improving the ability to measure and action on the data efficiently.

Through Dynamics 365 the business can record a customer’s call, schedule a qualified technician for the job, and provide a mobile work order and checklist to the technician that they will receive on their own mobile device. In turn, it will record the technician’s notes, log in-and-out times to a job site, provide notes for materials or other resources used, and confirm once the work order is complete. As this is all done online and on a technician’s mobile device, information is transferred instantly to admin/dispatching, giving them clear visibility into customer service requests, the status of service calls and the ability to invoice instantly rather than wait for paperwork.

If your workplace requires technicians to be out in the field every day, a mobile solution like Dynamics 365 could help you meet your business goals faster and more efficiently.

Dynamics 365 is a strong platform out-of-the box that can manage all of your contacts, provide visibility to your sales pipeline, and track all of your communications with your clients. Think of any business-critical relationship or piece of data that you would like clear visibility into, Dynamics 365 will assist with capturing and managing that data.

In addition to Dynamics 365 having the capability to capture all your data, it can integrate all facets of your operation, including project planning, resource management, and interfacing with your financial system. Dynamics 365 sounds impressive, but it is also completely scalable and customizable as we can tailor the solution to meet your specific needs.

The team at Encore is highly experienced in implementations of the full suite of Microsoft business management and intelligence software—from ERP, CRM, and BI to leading-edge cloud solutions. As leaders in the Canadian ERP and Customer Relationship Management marketplace, Encore is uniquely positioned to provide you with service and support for Microsoft Dynamics solutions.

Please connect with me if you’d like to learn more about how Dynamics 365 can help you move faster, move lighter and gain some new insight for your business. Together we can build a solution that best suits your current needs and assists your future growth.

Sept 20: Introduction to Office 365 Webinar

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Sept 20: Introduction to Office 365 Webinar

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