Microsoft Dynamics GP and CRM for Field Service (Cross Industry)

GP Field ServiceDynamics 365 for Field ServiceWhether you are a professional services company, in manufacturing, providing 3rd party field services or shipping widgets from point A to point B, your field service needs can be met with Microsoft Dynamics.  Popular approaches include the Field Service Module within Microsoft Dynamics GP, ISV products such as KEY2ACT / Wennsoft or the Field Service modules with Microsoft Dynamics 365 for Field Service.

When it comes to Microsoft and Field Service, the team at Endeavour can work with you to find the right fit for your needs such as:

   1) Dynamics GP ERP Field Service Module with 3rd party ISV ‘mobile skins’ / modules (SalesPad or KEY2ACT) or
   2) Configuring and integrating a best-of-breed Field Service application from one of our 3rd-party GP ISV partners, or
   3) Performing only the integration of your own Field Service Automation software (purchased, SaaS or custom built) with GP, or
   4) Configuring Microsoft Dynamics 365 for Field Service (CRM Online) with your operations and ERP system, or

   5) Integrating Microsoft Dynamics 365 CRM for Sales and Customer Service with Microsoft Dynamics GP for Field Service.


The full function modules within the Microsoft Dynamics GP Field Service module include:
   • Service Call with Manage Assist
   • Contract Administration
   • Depot Management
   • Preventive Maintenance
   • Returns Management

These five modules with Dynamics Field Service connect with various tables and components of the Dynamics GP ERP financials including Sales Order Processing, Receivables Management, General Ledger, Payables Management, Inventory Control, Purchase Order Processing and Manufacturing Order Processing. 

When you think of Field Service and the improved controls, wearable technology, automation of tasks, AIDC and barcode scanning, Geo-tracking, dispatch and data collection; you need to be highly in-tuned with BOTH the Mobile aspects of Field Service as well as the Back-end integration and Dynamics GP master data management.  The team at Endeavour can help you to find the right balance and best fit for your needs, your user’s needs and your budget.  

An alternative to the Dynamics GP Field Service module is Key2Act for Microsoft Dynamics GP

KEY2ACT is an approved Endeavour Solutions ISV partner. Approved ISV Partners. Their award-winning add-on software (on prem or cloud) is used by a number of Endeavour's Dynamics GP clients across Canada to expand and optimize their investment in Microsoft Dynamics GP.  Contact Endeavour for software renewals, quotes, Canadian pricing and discussions around product licensing and configuration.

Two core KEY2ACT (formerly Wennsoft Job Cost and Wennsoft Mobile-Tech) product groupings as seen on Endeavour's page for KEY2ACT for Dynamics GP

  1. KYE2ACT Job Cost for Job Costing, Project Estimates, Tracking expenses and POs by job.
  2. KEY2ACT MobileTech for Mobile Field Service for construction, equipment management, service management, fixed assets management and mobile dispatch of field technician.
Field Service Software TorontoWennsoft field service manager
 

Proven experience across multiple industries: Key2Act and Microsoft Dynamics GP (formerly Wennsoft)

KEY2ACT and GP for Mechanical And Specialty Trades
Plumbing, HVAC
Electrical Work
Process Controls Instruments
Electrical Repair                                  
Concrete Work
Excavation Work
Roofing, Siding & Sheet Metal Work
Plastering, Drywall & Insulation
Security Systems Services

KEY2ACT and GP for Asset Based Organizations
Material Handling Organizations
Equipment Distribution
Equipment Rental
              
KEY2ACT and GP for Construction
Construction Equipment Distribution
Telecommunications
Residential and Commercial Construction
Electrical Contracting
Excavating and Pipeline
General Construction
Elevator Installation
Heavy Highway Construction

KEY2ACT and GP for Energy and Other
Utilities
Public Sector
Oil & Gas
Agricultural Equipment
Fire Safety
Architecture and Engineering
Industrial Services Network and Infrastructure
Power Generation

Wind Energy
Solar Energy


 

About Endeavour and our Dynamics Consultants

Endeavour Solutions Canada is a Microsoft Gold ERP and Microsoft Silver CRM & Cloud Partner focusing on consulting, development, implementation, upgrades, support and training for Microsoft Dynamics GP (Great Plains), Dynamics CRM, Azure Cloud and Office 365. We are one of the top Microsoft Dynamics partners in Canada and a President's Club Member.


With over 450 active clients, Endeavour Solutions is in the 
top 5% of Microsoft Partners worldwide with consultants working from our offices in: Toronto, Halifax, Montréal, and London and remote support for the USA.  Our 25+ years of success is due to our focus on our customers, our people and our 
core values of integrity, trust, and accountability.  

 

If you are interested in learning more about the functionality within Microsoft Dynamics GP, Microsoft Dynamics CRM, Azure and Office 365 and Endeavour’s advisory consulting services, please Contact our sales team and reference your desire to work with a Microsoft partner with industry specific expertise.
  

Dynamics 365 for Field Service CRM (2016-2017) Canada




Learn more at the Microsoft Dynamics 365 for Field Service page - Microsoft USA

Overview, Scheduling, Inventory Management and Customer Asset Management in Dynamics 365 Field Service CRM.

Endeavour Solutions' Dynamics 365 CRM Consulting Services

Microsoft Dynamics GP Toronto        Microsoft Dynamics GP Halifax, Montreal, Toronto


Microsoft Distribution ERP

Field Service Dynamics GP Consulting
 

BI and KPIs for Field Service

Beyond the Sales, Accounting & Finance KPI dashboards, Endeavour recommends looking at: 

  • % Fist-time Call Resolution
  • % Employee Utilization
  • Average Time to Response
  • % Up-sell vs Opportunity
  • Days without Lost Time for Injury
  • Average Travel Time
  • # Open Activities
  • % Bill Disputes
  • % Billable Service vs Warranty
  • $ Ave. Parts Consumed per month

 

New to Dynamics GP ? View our videos and interactive product demontrations

Dynamics GP Tutorial
 Link - Dynamics GP Videos
 

Dynamics 365 for CRM - Mobile Field Service and Dispatch

Logo