Comprehensive Automation for Customer and Field Service
May 26, 15:00
Online
How to automate customer request processing and field service using Microsoft Dynamics 365 Customer Service and Field Service? We’ll explain this while also showcasing OntargIT developments to automate typical processes (such as contract management, approval of transitions between process stages, and request processing).
It’s for companies that work with
Energy
Climate control and refrigeration
High-tech equipment
Security systems and facility management
Retail and banking
Or preform their own technical maintenance.
If you want to:
Switch from manual request management to a dedicated field service solution.
Systematize and formalize processes.
Adopt an advanced dispatching tool to optimize engineer routes, reduce response times, and minimize equipment downtime.
Provide field personnel with a mobile application to access schedules, follow step-by-step instructions, and record spare parts usage and working hours offline.
Secure a scalable platform to support future growth.
Execute the project within the projected timeline and budget, ensuring transparency and control through a proven methodology.
Check our whitepaper for a more detailed implementation route and the functionality we propose.
Commercial proposition is available on Microsoft Marketplace.
Why Choose OntargIT?
Our team has years of experience with Microsoft Dynamics 365 and Power Platform, but we are not limited to CRM solutions. We build complex systems that include various cases involving telephony, integration with related automation and data storage systems and services, such as Microsoft 365 Planner, SharePoint, Outlook, OneDrive, Azure Blob Storage, Data Lake, database servers, specialized customer systems in the cloud or on the local network, and client portals. Additionally, we are experienced in corporate implementations.
The solutions we have built using Dynamics 365 Customer Engagement applications (including Dynamics 365 Sales) and Power Platform are already helping our clients in finance, logistics, D2B and B2C sales, inquiry processing, and telephony by automating customer interaction operations and supply management.
You get access to a personal test environment with an activated free Power Apps Developer Plan, so each participant can immediately apply their knowledge in practice.
We offer both basic functionality and automated processes that simplify and accelerate automation, while also analyzing your needs and adapting the functionality to your requirements. The typical cost of this work is already included in the budget, and the implementation plan identifies the usual areas of functionality that require adaptation.
Inga Samonenko
- A specialist in CRM and Microsoft ecosystems, working with solutions based on Dynamics 365, Power Platform, and Customer Insights.
- She has hands-on experience in configuring customer data, segmentation, and business scenarios for personalized communications.
