dynamics 365 field service integrated solution

Dynamics 365 Field Service Integrated Solution

Presented by –Shailesh Wath, Sr. Dynamics Field Service Expert

Anil Shah, Managing Partner

Agenda• About CloudFronts• Integrated Field Service Solution Demo• Dynamics 365 Field Service Features and Demo• Q & A

About CloudFronts• Incorporated on 1st June, 2012 and based out of

Mumbai, India.• Focused on Dynamics 365, Power BI and Azure• A team of around 50 Architects, Developers and Project

Managers• 100% Focused on Microsoft Technologies• Clients around the globe.

Microsoft Recognition

Industry VerticalsCloudFronts has industry expertise in deploying Microsoft Solutions across various verticals. Key industry verticals – Professional Services Financial Services Pharmaceutical Trade & Logistics Retail Field Services

Clients and Partners

Solution- Integrated Field Service • CloudFronts has deep expertise providing integrated

Field Service solutions to clients around the world. • Connected D365 FS with D365 Operations (AX) with

Power BI Embedded for robust KPIs. • You can read more about our solution here –http://www.cloudfronts.com/integrated-field-service-solution/• Customer Success Story -

http://www.cloudfronts.com/tinius-olsen-success/

Key IntegrationsIntegration Operation Direction Type

Customers Create, Update Bi-directional Real-time

Customer Address Create, Update Bi-directional Batch

Products Create Operations to FS Batch

Sales Order Create FS to Operations Batch

Invoice Posting Status Update Operations to FS Batch

Service Order Create Operations to FS Real-time

Service Order Create FS to Operations Batch

Service Order Line Update FS to Operations Batch

Customer Equipment Create Operations to FS Batch

Transfer Order Create FS to Operations Batch

Transfer Order Status Update Operations to FS Batch

Projects Create Operations to FS Batch

Dynamics 365 Field Service• Work Orders• Schedule Board for Dispatcher• Mobile App for Technician• Power BI Dashboard

Next Webinar – Jan 12th• Glympse• Resource Schedule Optimization• Integration with Outlook• Scheduling Resource Requirements and Custom Entities• Introduction to Connected Field Service

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CloudFronts Technologies, LLP.+1 855 796 4355 (USA) | +91 92 2358 3878 (India)

Write to us : info@cloudfronts.com