Microsoft Dynamics SL

Field Service Management Software Integrations for Microsoft Dynamics SL

A Mobile Solution for MS Dynamics SL

With FieldConnect and MS Dynamics SL, your field service team will no longer be limited by using outdated resources for order workflows that render your company less competitive.

You add insights and efficiency while eliminating duplicated data entry when your mobile field service solution integrates with your ERP/accounting system.

How Our Field Service Software Maximizes Your MS Dynamics SL Solution

All of FieldConnect’s solutions integrate directly with your Dynamics SL Field Service Management module providing real-time connectivity to your ERP. This optimizes your operations by speeding up billing and simplifying the management of your service customers.

FieldConnect eliminates the need for a secondary field service database, synchronizations, connectors, or export files by removing impediments to real-time access of mission-critical information.

FieldConnect solutions are also compatible with a full range of devices. Our software will transform your existing devices in the field. FieldConnect mobile applications also provide instant access to assigned jobs, service history, site equipment, inventory, HTML forms, and mobile technicians’ attachments.

All of our solutions empower your organization to eliminate paperwork while streamlining workflows and business processes. Your invoicing and payroll processing will never be more refined or efficient.

FieldConnect Integration with Dynamics 365

Integrating Accounting Software with Mobile Field Service

FieldConnect offers a mobile field service solution that extends Dynamics SL. It transforms your field service process productivity—from initial service scheduling to work order completion and accounts billing.

Supercharge your field service organization by integrating your Dynamics Field Service Management module with FieldConnect mobile workforce solutions:

  • FieldAccess with FieldTime links field workers and office staff with this electronic work order software, minimizing the time between customer sign-off and invoicing. Simplify technician time review using FieldTime’s integrated review and approval solution.
  • Offline Mode allows your organization to complete electronic work orders when there is no network connectivity.
  • FieldGateway provides visibility into field operations with a mobile portal for work order creation. A full web-enabled graphical dispatch board optimizes planning, scheduling, and routing. Your operations also gain real-time visibility into job status, GPS location-based technician mapping, and accurate tracking of field technician performance.
  • FieldDirect will offer the opportunity to win new and add-on business by giving your customers a mobile customer portal. Request new service online 24/7 while generating a service order. Gain real-time visibility into the status of current service calls, and view your service/site history, equipment history, forms, attachments, and notes.
  • FieldProject captures project time for field engineers and crews from any web-enabled mobile device. Field personnel can review and manage active projects and associated task codes, project history, note sharing, crew-time tracking, and a mobile forms engine.
  • FieldQuotes provides a remote quoting solution allowing field technicians and sales staff to instantly quote and close new and add-on business. This all happens while face-to-face with the customer using real-time access to customer history, service agreements, rate tables, inventory, and equipment.

A Day In The Life Of A Field Service Technician

Field Service Task Integration for Accounting

Solution Features

Building Controls Field Service Management

Schedule and Dispatch

Deliver service frictionlessly

Less cost and higher productivity for increased return on investment

Self-Service Portal

Customer portal

Online customer portal with easy support

Self-service saves time and delights customers

reducing the need for paper

Eliminate Paper/Attach Files/Forms

No more manual time cards

Simplify supervision and reduce billing disputes

hour glass tipping

Track Time

Track billable hours to the minute

Capture more billable time and labor

Tablet and Phone Anytime Anyplace

Use Any Device/Easy to Use

Works with any mobile and desktop devices

Use your preferred technology brand

dollar bill pointing down to show lower cost

Get Paid Faster/Invoicing on-Demand

FieldConnect syncs wirelessly with your back office in real time. So, when your field service technicians can update account histories and billing logs, the data syncs to MS Dynamics SL right away. Technicians do not need to visit the office, and nobody has to wait for a batch syncing schedule.

Your technicians can work offline or at sites with poor wireless reception. FieldConnect will sync once it reestablishes the connection.

With FieldConnect, your choices are not limited to specific mobile hardware and software, you can work with your preferred equipment brands and vendors.

FieldConnect’s solution integrates with the MS Dynamics SL Service Management, Time, Quoting, and Inventory Modules. It eliminates all manual processes such as double entry of information, which ensures accurate and up-to-date reporting.

With a mobile field service solution from FieldConnect, you can add more service calls without adding more field service technicians and supporting staff.

FieldConnect is easy to learn and use, improving field technician adoption, making the time and material capture process simple, and eliminating inaccuracies and errors.

FAQ

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Take the next step and find out how FieldConnect accelerates a field service businesses like yours. Contact FieldConnect to schedule a demo or find out how our solutions bring new operational efficiencies, lower costs, and better outcomes.