Competitor OverviewWebsite: http://www.dynamicssoftware.comYear Founded: 2005HQ: NetherlandsCompany Ownership: PrivateFinancial Information:

About Dynamics Software

Dynamics Software has a strong heritage in Amplifying the Power of Microsoft Dynamics AX. Dynamics Software is founded in October 2005 with the acquisition of 2 industry leading Microsoft Dynamics AX add-on providers in the European market and our shared AXperience goes back to 1999.

Track Record

Dynamics Software offers solutions that work with Microsoft Dynamics AX with a proven industry track record. These solutions are designed to support:• (Field) Service and Maintenance operations• Mobile Field Service employees both online as well as online/offline• Warehouse Management Operations• Manufacturing and Professional Service Organizations with Graphical

Planning & Scheduling tools• Project based companies, like construction, installation, project

management and project manufacturing companies• Car and motorcycle Importer and Dealer Management organizations• Computer Telephone Integration (CTI)• Manage Microsoft Dynamics AX add-on licenses (AX License

Framework)

Dynamics Software is 100% committed and will continue to invest in extending our portfolio amplifying Microsoft Dynamics AX. These investments should deliver a return within a defined time frame, financial or personal. No matter if you are one of our valued customers or partners: you made the right investment! This is confirmed by the recent positioning of Microsoft Dynamics AX in the Leaders quadrant of the Gartner Inc. Magic Quadrant for Midmarket and Tier-2 Oriented ERP for Product-Centric Companies.

FieldOne AdvantagesAutomated Routing• Dynamics Software does not have automated routing• FieldOne has in-house developed routing technologyCost and Complexity• Microsoft Dynamics AX is much more expensive and

complex than Microsoft Dynamics CRMCRM• FieldOne’s Microsoft Dynamics CRM has more capabilities

than Dynamics Software’s Microsoft Dynamics AX Sales and Marketing

SMS/IVR• Dynamics Software does not offer this out of the boxSocial Collaboration• Dynamics Software does not offer this out of the box

Dynamics Software AdvantagesProject Management• Dynamics Software provides project management out of

the boxAdvanced Inventory• Dynamics Software’s Microsoft Dynamics AX Inventory

management is much more advanced and includes supply chain management

Microsoft Dynamics AX Features• Besides from Inventory and Project Management,

Microsoft Dynamics AX includes financial management, order management, Manufacturing Resource Planning (MRP), Human Resource Management, project accounting, and Expense Management out of the box

Dynamics SoftwareBattle card

Capabilities FieldOne Dynamics Software

Scheduling and Dispatch

-Real Driving Directions, not point to point-Optimized Routes to meet time windows-Dispatch Technicians-Assignments based on skills-Balancing the Workload-Scheduled service times-Customizable scheduling board based on any criteria-List views, map views, hybrid views -Ability to allocate your people based on requirements and resources with Scheduling Assistant Based on real time, GPS data-Drag and Drop Technology when using the scheduling board-Schedule Alerts Can prevent specific scheduling events (like those triggering overtime), by issuing a

warning, or suggesting a way to avoid excess cost Can be configured by customers-Service Centers optimizes scheduling by balancing capacity, skills, working hours and client distance

from locations-Can schedule and manage multiple resources working together on a job

-Scheduling-Graphical scheduling based on skills, requirements and certificates-A filter- and setup section for selecting the resources and the period to show.-A graphical section where the capacity reservations are shown.-A data section which shows the detail of the reservations sorted per origin-Real-Time capacity overviews-Partial rescheduling-Create daily or weekly schedules automatically or using drag and drop tools-Route-planning and task overviews by period, mechanic or region-Forecast of hours and items-Each production order or project is displayed with its own color for easy recognition of related reservations and additional information per reservation is displayed in the graphical overview-Allows the user to define their own text on the scheduled activities as well as the tooltip that is shown when hover over the different scheduled activities-Standard and simplified helpdesk screen for registering-Standard repair entry form for fast service request entry-Flexible request-status schema-SLA deadlines per status-E-mail notifications on status (escalation)-Logging of changes-Monitoring progress and statuses-Routing-Complaint classification, crediting-Color coding and visual icons providing insight into urgency and status-Integrate information about personnel qualifications, certifications, and experience into work assignments-Automate crew calendars and time keeping-Generate individual performance timecards-Microsoft MapPoint integration-GPS tracking to locate resources graphically-Work Orders-Actual usage registration-Flexible invoicing after assignment completion-Multiple work orders per service request-Documents for assignments-Logistic support via sales module-Workshop “baseline”, capacity in resources, including planned maintenance.-Closely integrated with the sales module-Track resource commitments-Match tasks to the best available resources-Generate work orders-View and manage work orders by customer, location, schedule, or assigned resource

Automated Routing

-Balances many different factors when routing(SLAs, route conditions, location, skills, expertise, and customer preferences)-Uses a FieldOne developed routing engine that uses algorithms to compare potential outcomes-Support global networks in multiple languages-Manually override automatic scheduling decisions as needed-Street Level Routing (SLR)-View optimized schedules on virtually any mobile device with native apps for all major mobile platforms-True Cloud on-demand resources including CPU, memory and disk and real-time failover protection-Optimize the schedules of both employees and partner resources in a single system-Resides in Microsoft Azure data centers meeting all major compliance requirements

Service Agreements

-Manage terms and conditions-Apply different billing rates-Manage automated renewals-Track asset location, maintenance needs, and repair history using barcodes or serial numbers-Track warranties against assets- Recurring PM schedules-Special pricing-Agreement, recurring, billing-RMA, RTV, Equipment management

-Manage contracts, including Service Level Agreements (SLA), periodic invoicing, revenue recognition and price agreements-manage terms-apply different billing rates for different types of work and materials-manage SLAs-maintain relationships among customers and locations-automate escalations and invoicing-Track warranties against assets-provide field staff with visibility into terms and expiration dates-ensure that service and billing conform to warranty stipulations-RMAs and RTVs-Contract quotations/confirmations-Independent invoice schedule-Unit volume for forecast correction-Flexible project integration-Used service points-Preventive maintenance schedule per contract-Invoice scheduling per contract-Travel expenses template-Request handling template with SLA-Unlimited number of service objects-Service object log-Specification coverage components-Service request overview and functionality-Automatic crediting in case of “turning back the clock” when a contract is preliminary ended-Project forecast based on set-up/object type usage volume-Financially integrated with projects without overhead-Invoicing in advance with posting in correct financial period-Contracts may be extended for another period, using new or old price agreements-Batch and bulk postings

Project Management

-project control-multiple project types

Mobile -Native Apps available for iOS (iPhone, iPad, iPod Touch), Android (phones or tablets), Windows Phone, Windows 8.0 and 8.1 RT, and browser versions for all of your legacy mobile platforms-Central management and development consoleFeatures no code customization-Full Offline capabilities-View and update accounts, contacts, products, work orders, schedules, customer equipment, leads, opportunities, and activities-Update Personal or Team Schedules- Photo capture for “before and after” jobor any other entity-Full mapping and direction capabilities- Attach files to work orders or other entities- Update status and other job relatedInformation- Update and complete service tasks- Record materials used (with pricingautomatically applied)-Multi-Currency Support-Multi-Region Support-App based mobile payments-Bar Coding-Employees and partners can set their own working time from within the mobile application or request time off to be approved by a manager

-All relevant customer information can be viewed on the mobile device-Direct access to service object data and warranty information -Complete service tasks including the ability to take picture from the item repaired-Review historical information of previous service tasks-Complete hour registration for as well direct as indirect activities -New orders can be created directly on the mobile device- Insight in required resource capacity versus available resource capacity-Agenda to view service tasks-Accept/Reject the service tasks-Travel to the customer location-Navigate to the customer location-Access to customer, service object, service contract and service task information-Add materials, like spare parts, update VAN inventory-Send and receive inventory transfer orders-Add materials with barcode scanner-Complete hour registration for service task and non-service task related work such as indirect hours-Entering notes per status-Signature capture per order or per location-Capture and store pictures-Relevant customer information can be viewed on mobile device-Access to fields object ID, object description, serial number and the object warranty end date-View basic contract information, like the contract type, the contract type description, the start/end date and the contract remarks-Access to service task fields: task ID, task description (event code) start date/time based on task Service Level Agreement.-Service call fields: subject, message, start date/time and the amount of planned hours on the device.-Indirect tasks / time / stopping the order whilst working on it-Register end-time-Add material to service task and send to mobile device-Add material from list (inventory) by the engineer on-site (on mobile device)-Update inventory level of the engineer’s warehouse on to the device-Consume, order or return spare parts-Limit the list of items the engineer can use in the mobile device-Receive spare parts send from the main warehouse and/or send them back-Complete questionnaires such as checklists or inspection lists-Enter travel time-Enter current mileage-Send from service task to mobile device (list of activities)-Capture customer signatures-Combination of back office status and mobile field service status to determine whether a service engineer is still traveling or has arrived on-site-Updates from mobile device to AX-Historical information of the service object is available on the mobile device-Relevant task field such as statistical codes, note fields, object number, warranty date and contract end date are available on the mobile device

CRM -Powered by Microsoft Dynamics CRM-Natively integrated with your field service solution to make a single, unified system

-Microsoft Dynamics AX Sales and Marketing• Role Centers• Lead Management• Opportunity Management• Web-enabled CRM data• Sales Management• Sales Force automation• Marketing Automation

Social Collaboration

-Ability to connect using personal and team profiles, directories, org charts, status updates, sharing, liking, commenting, following, groups, document collaboration-Communicate with Voice, Video, IM, Discussions, or Email including native integration with Skype

Inventory Management

-Real-time updates to ensure inventory is accurate-Ability to manage inventory and update stock history for any locationMulti warehouse/ truck-Ability to integrate with an ERP System-Full journalizing-Allocation

-Add material from list (inventory) by the engineer on-site (on mobile device)-Update inventory level of the engineer’s warehouse on to the device-Consume, order or return spare parts-Receive spare parts send from the main warehouse and/or send them back-Add materials, like spare parts, update VAN inventory- Add materials with barcode scanner-Classify assets with barcodes and serial numbers-track asset location and maintenance needs-repair history-track warranties against assets-track service stock accurately at mobile and fixed locations-Adjust inventory records automatically based on field use or en route purchasing-effectively forecast materials requirements-take advantage of bulk just in time ordering- Use powerful inventory management tools to improve forecasting and planning, match supply with customer demand, and create sales and purchasing forecasts based on specific items and time periods.-Supply chain management

Knowledge Base -provides ready access to product manuals, technical support documentation, maintenance histories, repair notes, announcements-Single point of access for all information

Business Intelligence

-interactive graphical scorecards and dashboards-variety of tables, charts, and views to visualize data in a way that best suits your purposes.-Out of the box reports and business user-friendly tools for custom reporting-Sophisticated predictive analysis, segmentation, and recommendation algorithms- Access data from any third party source-graphic representations of real-time business insights that can be modified and expanded upon.- capabilities in data cleansing,deduplication, and profiling functionalities

-Create reports based on pre-defined cubes, such as those for financials, expense management, project accounting, production and human resources-SQL Server Report Builder, SQL Server Report Designer-Analytic Reports-Permissions based access

Automated Communication (IVR)

-Schedule an SMS or IVR (Interactive Voice Response) activity and set a time when you want to send it

Portals -Partner PortalsPartner access to relevant functionalityInternal access to all partner activities-Customer Portals• Customer self service• Customer access to documentation• Targeted messages based on customer’s interests and preferences based on past

transactions

-provide customers with self-service capabilities including…• Work order status• New work requests• Through Integration with SharePoint services

Technology FieldOne Dynamics Software

Platform -Microsoft Dynamics xRM Framework-Native connection to Microsoft Outlook, Office, Office 365, Microsoft SharePoint, Windows Azure, Skype-Multi-currency capability-Available in more than 41 languages

-Built on Microsoft Dynamics AX

Configuration -Point and click customizations-Central mobile development tool

Mobile Technology -No code customizations• Uses point click interface-Security Capabilities• No middleware-Mobile Device Management Tools• Divide mobile devices into groups and apply different security rules-Mobile Application Management Tools• Lock the application remotely with just one click• Wipe out data from the app remotely• Business hour restrictions

Deployment Options -True Cloud Deployment• dedicated cloud on Microsoft Azure and multi-tenant cloud through Microsoft Dynamics CRM Online-On-Premise Deployment-Hybrid Deployment

Infrastructure -Microsoft xRM platform has been benchmarked at 150,000 concurrent users-Multi-tenant offers a 99.9% uptime SLA-Microsoft guarantees external connectivity at least 99.95% of the time.

Integration -Integrated platforms include…• SAP R/3• mySAP• SalesForce.com• Oracle ERP (Siebel)• Oracle CRM• Dynamics AX• Dynamics NAV• Dynamics GP• Dynamics SL

-Microsoft Dynamics AX Production Control-Microsoft Dynamics AX Project Management and Accounting-Microsoft Dynamics AX Human Resources-Dynamics Software Service Management for Microsoft Dynamics AX-Microsoft Dynamics AX Accounts Payable-Microsoft Dynamics AX Accounts Receivable-Microsoft Dynamics AX Sales and Marketing-Microsoft Dynamics AX Procurement and Sourcing