Microsoft Dynamics CRM for Field Service
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This webinar presentation provides an overview of Microsoft Dynamics 365 for Field Service. The presentation is approximately 45-60 minutes long, with Peter Thomas as the presenter. Dynamics 365 has undergone improvements and is a leading CRM platform. It offers productivity features for those using Microsoft tools. The webinar will provide insight into recent changes to Dynamics 365 for Field Service, including features like mobile connectivity, service agreements, inventory management, customer experience, scheduling and dispatch, service forecasting, billing, and more. Pricing models are also reviewed.
Microsoft Dynamics CRM for Field Service
- 1. Microsoft Dynamics CRM for Field Service Live Webinar Demo: Welcome!
- 2. Webinar Details • Presentation is roughly 45-60 minutes • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
- 3. Today’s Presenters Peter Thomas | Net@Work CRM Account Executive Phone: 646-293-1795 pthomas@netatwork.com ✓ Working with CRM Clients to Identify The Best Solutions for CRM strategies for over two decades. ✓ Here to answer your questions about the latest version of Microsoft Dynamics ✓ Available to answer individualized questions, conduct full demonstrations and help you define your Microsoft Dynamics Solutions and Strategy
- 4. 180+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Nonprofit Solutions Managed Print Services Sister Company
- 5. Microsoft’s Field Service CRM Solution – Dynamics 365 • Microsoft’s CRM Solution – Dynamics 365 has undergone a series of major changes and improvements in the past 2 years. Road Map • Dynamics 365 was named as one of the leading CRM platforms by Forrester in its latest marketplace assessment. • For those who leverage Microsoft tools in the Enterprise (especially Office and Outlook), the newly released editions offer an amazing array of productivity features. • Our focus today is to provide you some insight to some of the recent changes to this market leading platform.
- 6. of consumers say valuing their time is the most important thing a company can do to provide good service.1 73% of incoming service requests require field visits and of those service visits,2 require secondary or follow-up visits.226% 65% 1. Forrester Research’s Trends 2016: The Future Of Customer Service 2. Source: Field service automation trends: Best-in-Class - Aberdeen Group, Dec,2015 Improve customer satisfaction & productivity Why Integrated Field Service?
- 7. Microsoft Dynamics 365 Common application platform: PowerApps, Microsoft Flow, Common Data Model Microsoft AppSource Dynamics 365: Intelligent Business Applications in The Cloud
- 8. Mobile Connected field service Service agreements Or Sales/Installations Inventory management Customer-centric experience Schedule & dispatch Customers Technicians Operations Microsoft Dynamics 365 for Field Service
- 9. Service forecasting Accurate billing SLA management 62% State of Customer Service Report, Microsoft, 2016 Service Agreements
- 10. Balanced workloads The best technician Optimized schedules Schedule & Dispatch
- 11. On-time appointments Case history & instructions Work order completion Mobile
- 13. KNOWLEDGE BASE REPAIR STATUS ALERTHISTORY CASE STATUS REAL-TIME CUSTOMER VIEW REPAIR STATUSREPORTA PROBLEM Broken pump Submit Experienced On duty In the area REAL-TIME CUSTOMER VIEW REAL-TIME CUSTOMER VIEW REPAIR STATUS Connected Field Service
- 14. Cost Considerations On-Premise Microsoft list price for two years including software assurance is $2,451 per user. Cloud Subscription Licensing is generally about $1,140 per year per user. SMB Special Cloud Subscription Pricing is currently about $480 per year per user. Team Viewer Licenses Pricing is currently about $96 per year per user.
- 15. Please type in your questions Questions?
- 16. Thank You For Attending! Connect with 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook For those of you already partnering with Net@Work, please contact your account manager for more details and support. Peter Thomas | Net@Work CRM Account Executive Phone: 646-293-1795 pthomas@netatwork.com