Field ServicePresented by –

Shailesh Wath, Field Service Certified Expert, CloudFronts Technologies LLP

About CloudFronts• Microsoft Certified Silver Partner for Dynamics CRM, Data Analytics

and Azure Cloud Platform!• Scribe Premier Partner• Focused on Dynamics CRM, AX, NAV, Power BI & Azure• Certified Experts on CRM Field Service• Integrated Solutions for AX- CRM, Field Service.

Clients and Partners

Field Service ManagementGoals• Right People (Skill Set)• Right Resource • Right Location

Benefits of Field Service1. Work Order management2. Schedule board and dispatch3. Preventive maintenance management4. Inventory management5. Mobile Collaboration and offline access6. Used across multiple Industries from Health Care and

Manufacturing

Get Started

Administration• Resource Setup• Territories• Bookable Resources

• Work Order Setup• Work Order Type • Incident Type• Product

Mobile App• Field Service Mobile • Woodford Solution• Mobile Project Template

Preventive Maintenance• Agreement• Create Agreement• Define Booking

Inventory management• Warehouse• Inventory Adjustments• Inventory Transfer

Client Case StudyLeading specialist manufacturer and supplier of static tension and/or compression materials testing machines.Global deployment of AX 2012 R3 and Dynamics CRM Online.Field Services across multiple countries.Integrated Solution from Customer creation to Invoice Posting to

Service Order Integration.

AX-Field Service Integrated Solution

Q & A