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!
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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