Field Service (Cross Industry)

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

Whether you are a professional services company, in manufacturing, Oils & Gas, Field Sales, providing 3rd party field services, or shipping widgets from point A to point B, your remote field service team's needs can be met with Microsoft Dynamics 365 on-premises or Cloud software. 

Popular 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.

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

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

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

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.

KEY2ACT and GP ERP 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 ERP for Asset Based Organizations
Material Handling Organizations
Equipment Distribution
Equipment Rental

KEY2ACT and GP ERP for Construction
Construction Equipment Distribution
Residential and Commercial Construction
Electrical Contracting
Excavating and Pipeline
General Construction
Elevator Installation
Heavy Highway Construction

KEY2ACT and GP ERP for Energy and Other
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.

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


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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