Field Service (Cross Industry)

Microsoft Dynamics ERP, CRM and Cloud Apps for Field Service in 2021

Whether you are a Professional Services company, or are in manufacturing, Oils & Gas, Field Sales, providing 3rd party break-fix field services, or shipping widgets from point A to point B, your remote field service business processes can be met with Microsoft Dynamics 365 Cloud software including Dynamics 365 Business Central and Dynamics 365 CRM Field Service applications complemented with the power of the Microsoft 365. 

Popular on-premise approaches include the Field Service Module within Microsoft Dynamics GP or NAV, (on-premise), ISV products such as KEY2ACT / Wennsoft.  The latest cloud-ERP is Dynamics 365 Business Central, with direct integration (out of the box) with Microsoft Dynamics 365 for Field Service and Dynamics 365 for Sales CRM.  With Microsoft and Endeavour industry accelerators and experience we'll get you up and running in no-time.  NOTE that Field Service is NOT an easy implementation, and will require a top partner with the knowledge, experience and technical know-how to ensure processes work as promised.

See video case study below.

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 ERP 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.

Field Service Automation Microsoft Canada

Microsoft Dynamics 365 Business Central Field Service
(3:03 min)

Dynamics 365 for Field Service CRM Canada - Mobile access, dispatch, case management & scheduling board

ERP- CRM Field Service for Mechanical And Specialty Repair 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

ERP- CRM Field Service for Asset Based Organizations
Material Handling Organizations
Equipment Distribution
Equipment Rental

ERP- CRM Field Service for Construction
Construction Equipment Distribution
Telecommunications
Residential and Commercial Construction
Electrical Contracting
Excavating and Pipeline
General Construction
Elevator Installation
Heavy Highway Construction

KERP- CRM Field Service 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

Here's why you should consider working with us

  • We're in the top 5% of Microsoft Partners worldwide
  • 30+ years of success
  • Locations across Canada & support in the USA
  • Deep application knowledge
  • Industry-specific business process knowledge
  • Accounting, IFRS, SOX, Tax and audit knowledge

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

Business Central Field Service Device SL (Subscription License) for shared terminals

Device software licenses available via Endeavour for Dynamics 365 as an alternative to Full-user or Team member user.  Business Central SaaS Cloud ERP or On-Premises. Business Central Device License price Canada = $ 51.20/shared device

Mobile Field Service and Warehouse Device subscription - Dynamics 365 Business Central

WMS
Shipping

  • Receiving
  • Putting-away
  • Doing internal stock transfers
  • Picking, packing, shipping / carrier integration
  • Capturing product attributes
  • Shipping goods plus performing inventory count checks in the context of a warehouse management system
  • Posting output and materials consumption against production orders when captured as transfers of raw materials and finished goods between a warehouse and a production line (all other types of transactions are excluded)

Manufacturing Shop Floor Device subscription - Dynamics 365 Business Central

Shop Floor
  • Clock-in and clock-out
  • Starting and finishing production jobs (including project activities carried out on the shop floor)
  • Reporting progress
  • Materials consumption and completion
  • Viewing documents and instructions related to production jobs
  • Viewing worker holiday balances

How to setup Fixed Assets in Dynamics 365 Business Central. Build reports, depreciation, asset classes and allocation of maintenance.

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BI and KPIs for Field Service (Cross Industry) Companies

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


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