Microsoft Dynamics 365 Financial Management Software for General Ledger, Accounts Payable, Accounts Receivable, Bank, Treasury, Fixed Asset Management, Expense Management, Budgeting and Financial Reporting. Manage multi-company, multi-currency financial transactions. Compliant and Tax-localized for 37 countries and 42 languages.
Microsoft Dynamics 365 Supply Chain Management Solution for manufacturers, distributors, and retailers to automate Procurement and Sourcing, Product Mastering, Demand Forecasting and Supply Planning, Production and Manufacturing, MRP, Warehouse and Inventory, Quality and Transportation Management processes.
Microsoft Dynamics 365 Project Operations software automates your sales quotations, streamlines your project planning & execution with powerful time tracking and project analytics.
Microsoft Dynamics 365 Sales Automation Software for sales force automation. Lead and Opportunity Management, Pipeline Management, 360-degree Customer View, Sales Quote Conversion, Sales Forecasting, Sales Quota and Territory Management, Sales Reporting. Mobile sales application for sellers on the field. Sales Management Dashboards for Performance Management.
Microsoft Dynamics 365 Service Management Software. Capability for Case Management, Incident Management, and Interactions. Create queues and route cases to the right agents. Resolve issues faster and improve FCR with the Knowledge Base. Track SLA compliance. Use Customer Surveys for measuring CSAT. Manage Agent performance using dashboards.
Microsoft Dynamics 365 Field Service Management to manage repairs, installations, predictive maintenance for customer equipment & assets. Leverage automated scheduling, resource skill matching to dispatch field technicians. Mobile App provides field workers with work order information, navigation to next job, and ability to record time, inventory consumption and perform signature capture.
Microsoft Dynamics 365 Customer Relationship Management and Customer Engagement for Salesforce Automation, Customer Service Management, Field Service Automation and Marketing Management.
Microsoft Dynamics 365 Finance and Operations ERP for Financial Management, SCM, Inventory, Procurement, Warehouse, Asset, Project Accounting, Budgeting, Statutory Compliance, Financial & Operational Reporting.
Microsoft Dynamics 365 Human Resource software for Personnel Management, Leave and Absence, Employee Self-Service, Compensation and Benefits, Learning & Development, Performance Management.
Microsoft Dynamics 365 Commerce software for your Business to Business Ecommerce and Direct to Consumer Web store. Centrally manage product information, categories, assortments, inventory, promotions and prices. Search Engine Optimized and mobile device optimized E-Commerce.
Support for multi-language, multi-currency, payment and taxes.
Microsoft Dynamics 365 Retail and D365 Commerce software provides Point of Sale, store merchandising, assortment management, promotions, pricing , shift management and store management capability
Microsoft Dynamics 365 Contract Management provides functionality for managing contracts including Contract Requests, Template Management, Contract Terms, Automated Invoice Generation, Contract Reminders, Contract Renewals, Indexation of Contracts, Contract Attachment and Contract Reports and Analytics.
Unified Pricing Management in Dynamics 365 Supply Chain enables centralized, attribute-based pricing using real-time data from customers, products, and order segments. Learn how to manage complex pricing structures—including base prices, trade agreements, discounts, and rebates—while ensuring consistency across channels. The session will also cover price simulation, margin control, and how to align pricing strategies for both B2B and B2C models using Microsoft’s CSU-based pricing engine.
EVENT SCHEDULE:
APAC and ANZ: July 29, 2025, 10:00 AM Bangkok | 11:00 AM Singapore | 1:00 PM Sydney | 3:00 PM Auckland. Register here.
Americas: July 29, 2025. 9:00 AM Pacific Time | 12:00 PM Eastern Time. Register here.
Europe: July 31, 2025, 8:00 AM Central European Time. Register here.
Copilot Studio in a Day (CSIAD) is a beginner-level training designed for everyone to learn how to respond rapidly to your customers and employees at scale, using next generational conversational assistants. No matter if you are a business expert or IT developer, you will learn to develop copilots quickly, in a single day using Microsoft Copilot Studio. Enjoy hands-on, step-by-step lab exercises that guide you through building modern copilot AI experiences for any scenario or use-case.
EVENT SCHEDULE:
August 19, 2025. 9:00 AM - 5:00 PM Singapore Time. Register here.
Microsoft Dynamics 365 Project Operations empowers project-driven organizations to streamline operations and reduce administrative overhead. With Copilot and agent-led automation, teams can now automate time entry, expense reporting, and approvals.
EVENT SCHEDULE:
APAC and ANZ: September 16, 2025. 10:00 AM Bangkok | 11:00 AM Singapore | 1:00 PM Sydney | 3:00 PM Auckland. Register here.
Europe: September 17, 2025. 8:00 AM Central European Time. Register here.
Americas: September 18, 2025. 1:00 PM Pacific time | 4:00 PM Eastern Time. Register here.
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In today's fast-paced business landscape, companies providing field service operations face unique challenges in managing their assets, technicians, and customer expectations effectively. Fortunately, with the advent of advanced technology solutions like Microsoft Dynamics 365 Field Service, businesses can optimize their operations, reduce costs, and deliver exceptional customer service. This article explores the key features and benefits of Dynamics 365 Field Service, focusing on automated preventive maintenance, mobile app for field technicians, and automated scheduling capabilities.
1. Automated Preventive Maintenance: Extending Asset Lifespan and Boosting Efficiency
One of the standout features of Dynamics 365 Field Service is its ability to automate preventive maintenance cycles. By implementing regular maintenance schedules for machines and equipment, businesses can prevent costly breakdowns and prolong the lifespan of their assets. This proactive approach helps companies save significant amounts of money in the long run.
Automated preventive maintenance in Dynamics 365 Field Service not only saves costs but also improves efficiency. By ensuring machines operate at their optimal performance levels, businesses can maximize their output and minimize downtime. Moreover, the system's capability to identify potential problems before they become major hazards enhances workplace safety.
When machines and equipment are properly maintained, the likelihood of unexpected breakdowns diminishes. As a result, resource utilization improves as businesses reduce the need for last-minute repairs or emergency calls. By freeing up resources, organizations can redirect their efforts toward enhancing customer service or expanding their business.
Dynamics 365 Field Service automatically sets up time-based intervals work order, such as biannual preventive maintenance of an equipment. It also includes specific tasks in the work orders, such as lubrication, component replacements, and inspections of safety features.
2. Mobile App for Field Technicians: Empowering On-Site Efficiency and Customer Service
Dynamics 365 Field Service offers a dedicated mobile app designed to streamline field technicians' activities. This app equips technicians with the necessary tools to navigate job sites, capture signatures, and document work completed, all without relying on cumbersome paper forms and handwritten notes. The mobile app simplifies workflows, saving time and improving efficiency.
The real-time access to customer information and service history provided by the Dynamics 365 Field Service mobile app empowers field technicians to deliver superior customer service. Armed with comprehensive data, technicians can offer personalized support, quickly address customer inquiries, and make informed decisions on-site. This enhanced level of service strengthens customer satisfaction and builds long-term loyalty.
Technicians can access their assigned preventive maintenance work orders through the Dynamics 365 Field Service mobile app. They can view all the relevant details, such as the equipment to be serviced, its location, scheduled date and time, and any special instructions.
3. Automated Scheduling Capability: Optimal Resource Allocation and Cost Savings
Automated scheduling is a game-changer for businesses utilizing Dynamics 365 Field Service. The system's intelligent algorithms analyze various factors, including technician skills, location, and availability, to assign jobs to the most qualified technicians at the lowest cost. By automating this process, businesses save time, reduce administrative burdens, and ensure the right technicians are assigned to the right jobs.
Additionally, automated scheduling in Dynamics 365 Field Service optimizes routes, reducing travel time and associated costs. By considering geographical proximity and job requirements, the system generates efficient schedules that maximize productivity. Businesses benefit from lower fuel consumption, reduced wear and tear on vehicles, and improved overall operational efficiency.
Dynamics 365 Field Service offers an intelligent resource scheduling feature which assigns the work orders to the available technicians based on their skill sets, certifications, and proximity to the asset and equipment locations. The system suggests the most suitable technicians for each task, optimizing resource allocation.
Conclusion:
Dynamics 365 Field Service revolutionizes field service operations by leveraging automation and cutting-edge technology. The automated preventive maintenance feature helps businesses prevent breakdowns, extend asset lifespans, and improve safety. The mobile app for field technicians streamlines workflows, enhances on-site efficiency, and elevates customer service levels. Lastly, the automated scheduling capabilities optimize resource allocation, reduce costs, and improve overall operational efficiency.
By embracing Dynamics 365 Field Service, businesses can unlock new levels of efficiency, reduce costs, and provide exceptional customer experiences. As technology continues to evolve, adopting innovative solutions becomes increasingly crucial for companies striving to stay competitive in the modern marketplace.
For more information on Microsoft Dynamics 365 Field Service please email us at info@unifydots.com or visit us at https://unifydots.com.
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