Microsoft Dynamics 365 Field Service
                     Microsoft D365
Field Service
01 OVERVIEW OF D365 FIELD SERVICE
02 DYNAMICE 365 FIELD SERVICE
Table of 03 OUR ERP CAPABILITIES
Contents
04 OUR DIFFERENTIATORS
05 SUCCESS STORIES
We are a trusted provider of ERP and CRM solutions, specializing in Dynamics 365, Azure Data & BI Services, 
Microsoft Power Platform, AI & ML, CRM and Mobile App Development Services.
Mission Vision
To provide tailored business systems that streamline To revolutionize businesses with innovative Global Presence
operations and empower businesses to succeed. solutions that drive efficiency and growth.
GDA Hubs in Bangalore
SUCCESSFUL PROJECTS TECHNOLOGY FOCUS CERTIFIED RESOURCE Ireland
Dubai
• Dynamics 365 (Finance & Supply Chain 
• 60+ projects successfully delivered • 100+ experienced professionals DelhiMgmt, CE & Business Central) 
across 6+ continents • Team with 10+ years of average • MS Power Platform Tecno-Functional 
• 35+ New Implementation experience TeaMmS Implementation • Azure Data & BI • 40+ Microsoft certified resources Partner• 20+integrations • AI&ML Services 
• 6+ upgrades • Tecno-Functional Team• iOS, Android apps
• 3+ data migration (ELT Key Milestones
100 + 30 + 60 + 100%
Seasoned Enterprise Successful Customer 
Technology Value Professional Clients Global Retention
Stack Proposition s Projects40+ 12+  35+ 90%
Business Domain Customer Education & Certified Partners Data Source Microsoft Power Microsoft Adoption 
Resource Integrated
Dynamics 365 Platform Azure RateExpertise Enablement s
~30% unnecessary ~ 60% faster adoption 10+ 10+ 6+Upgrades 100%
cTuasiltoormeidz aStioolnu tcioosntss. Comprehensive E2E Services Industries Accelerato 3+ Data Customer 
Full Lifecycle Support | Saves ~ 20% project time while rs Migration Satisfaction
Higher Efficiency, delivering future proof solutions. (ELT)
D365 
D365 D365 D365 Power 
Supply Power PowerApps AI Builder
Data DevOps  Logic Apps
Finance CRM Business BI Automate Factory Measurable ROI Cost-Effectivenesschain Central Strategic Innovation for Saves ~ 30% on recurring 
Manageme Real ROI cost Business Modelnt
Domain Key Service Fixed Cost Time & 
Logistics & Healthcare & Offerings
Project Material 
Project
Warehouse mgmt. Life Sciences Enterprise Process Complex Integration Data Business 
Diagnostic Implementations Migration Resource Augmentation Consulting- Assessment
1 Version / Code Managed AI Powered 
Upgrade Services Deliveries AI Chatbot User Project 
Support &U ser 
Discrete & Process Distribution & TrainingRetail & BFSI Cloud Data Maintentaranicnein
Manufacturing Supply Chain E-commerce Services RPA & Data Architecture Management Support & 
Desktop flow Design
Services Maintenance
D365 Field Service
Dynamics 365 Field Service streamlines on-site service operations with intelligent scheduling, mobile access, IoT insights, and real-time customer engagement.
Impact of D365 Field Service across the 
Features Boost your Business with D365 Field Service 
IoT Monitoring Globe
Resolve issues remotely, cut site 
visits. 346%
ROI with faster 
AI modernizationDeliver Faster Service: 
Scheduling
Optimize Reduce delays with intelligent 
$3.5M
Live Tracking
technician scheduling and optimized 
60%
Track fewer billed
assignments dispatchingtechnicians in repair hours
with AI real time, 22%
improve ETAs 50%
less travel time for 
Work Lower Service Costs: technicians
55%
Orders Mobile Access Minimize onsite visits through IoT-
Create, Technicians enabled remote monitoring and 
assign, and manage jobs via fixes. 30%faster scheduling & 
m. onitor mobile. dispatching
tasks 
instantly. Customer Portal
Customers track 20%
service & give Empower Your Workforce: drop in service
feedback. calls
Equip technicians with mobile tools 
to work smarter and resolve issues 
faster. Globalization & 
  D365 Field Service Capabilities Compliance
Work Order Customer Asset 
Multi-Language & Multi-Currency – Support 
Tracking international teams and customers with localized Management Enhance Customer Experience: service experiences.
Keep customers informed with real-
Scheduling & Time & Expense 
time updates and self-service Regional Regulations – Stay compliant with 
Dispatching Management
options. labor laws, tax policies, and data privacy (GDPR, 
HIPAA, etc.).
Resource Customer Self-
Service Portal Cross-Border Operations – Standardize Manageme Increase Asset Reliability: 
nt processes while adapting to local market needs.Extend equipment life and cut 
downtime with preventive 
Mobile Field Preventive 
Data Security & Privacy – Built-in safeguards 
maintenance.
 Access Maintenance ensure secure handling of sensitive customer and 
asset data.
Connected Field Service (IoT) Industry Compliance – Meet industry-specific 
Drive Business Growth: standards (manufacturing, healthcare, utilities).
Streamline operations, improve 
efficiency, and scale service delivery 
with ease.
D365 Field Service Modules and Business Processes
Business Process D365 Field Service Module Used
Service Request Customer Self-Service Portal, Connected Field Service (IoT)
Management
Work Order Management Work Order Management Module
Scheduling & Dispatching Scheduling & Dispatching, Resource Management
Field Execution Mobile Field Access, Remote Assist (HoloLens)
Inventory & Asset Tracking Inventory & Asset Management, ERP/Finance Integration
Customer Self-Service Portal, Microsoft Teams, Outlook 
Customer Engagement Integration
Time & Expense Tracking Time & Expense Management Module
Preventive Maintenance Connected Field Service (IoT), Asset Management
Billing & Invoicing Time & Expense Tracking, ERP/Finance & Supply Chain 
Integration
D365 Field Service
Modules and Business Processes
Service Request Work Order Scheduling & Field Service Inventory & Customer Billing 
Creation Generation Dispatch Execution Parts Communication & Feedback
Management
Capture Convert Assign the Technicians Track Share real- Record time, 
customer requests best perform required time expenses, and 
issues via into resource onsite or parts, updates, generate 
call, portal, structured with AI- remote availability, ETAs, and invoices while 
or IoT alert. work orders. based service with and service capturing 
optimization. mobile consumption status. customer 
access. . feedback.
Useful 
Integratio
ns with Useful Integrations: D365 Customer Dynamics 365 Power BI Teams Outlook/Office Customer Linkedin & Social Third-Party Tools 
Service Sales 365 Voice Media
D365 Service analytics Real-time Calendar & email   GPS, maps, Case-to-work order Service contracts & dashboards collaboration sync Remote Inventory & payments
flow & upselling monitoring & alerts billing link
Field 
Service
D365 Field Service Modules and Business Processes
Field Service Process Modules Used
Service Request Customer Self-Service Portal, Connected Field Service (IoT), D365 
Creation Customer Service
Work Order Generation Work Order Management, Case Management
Scheduling & 
Dispatching Scheduling & Dispatching, Resource Management
Field Service Execution Mobile Field Access, Remote Assist (HoloLens)
Inventory & Parts Inventory & Asset Management, ERP Integration (Finance & Supply 
Management Chain)
Customer Customer Self-Service Portal, Microsoft Teams, Outlook/Office 365 
Communication Integration
Billing & Feedback Time & Expense Tracking, ERP Integration, Customer Portal
D365 Marketing Integrations
Sales & Service Alignment Analytics & Insights
Convert sales opportunities into Visualize service KPIs, track 
actionable service contracts and technician performance, and make 
identify upsell or cross-sell data-driven decisions to improve 
opportunities during field visits. operations.
AI & Machine Learning Extensions Integration & Data Sync
Case-to-Work Order Flow Workflow Automation
Automatically transform customer  Streamline repetitive tasks, alerts, 
issues into structured work orders, approvals, and notifications to save 
ensuring no request is missed. time and reduce errors.
FinancIeo T&  &In Rveenatlo-Tryim Sey nMconitoring Remote Monitoring
Keep billing, inventory, and spare parts Use IoT-enabled insights to detect 
updated in real time for accurate issues early and schedule predictive 
costing and resource planning. maintenance, minimizing downtime
Team CRoelplaobrotrinagti o&n Analytics Industry-Specific Add-onsSchedule & Communication 
Enable seamless communication IntegrationSynchronize calendars, appointments, and 
between field technicians and back- customer communications to ensure timely and 
office teams for faster problem accurate service delivery.
resolution.
Our ERP Capabilities 30+ 12 Key Differentiators
Enterpris Partnership Bank Integration
Enterprise Process Implementations e Clients s Impact
Diagnostic/ Review Integration 20+ with 10+ Reduction in manual bank 
Understand pain points | Business Process Analysis | 10+ Global banks, 
Identify improvement System Design and Certified supporting multi-
reconciliation 
Accelerato Resource currency and 
efforts up to 
opportunities Customization | Testing | multi-country 70%.
Change Management | rs s operations.Up
Reducing discovery timeline upto Deplo
tyom 3e0n%t improvement in Carrier hub 
operational efficiency. Product 
20%. SIenatmelegsrsa tion Impact
Portfolio integrations Reduced 
with 10+ shipping errors 
System Integration Migrations & Upgrades leading carriers, up to 40% 
and global Save up to 10-
System Evaluation | System Data Analysis & Mapping | Data shipping 
15% on freight 
costs. 
design and development | transformation | Backup & 
platforms like 
nASuhtifot,m FartEiyoen.  of 
Middleware Configuration | Contingency Planning | Data 
Integration Testing migration | Version upgrade warehouse 
Impact
Integrations reduce chances of mWaarenhaougse ment process
data errors upto 90% 50% faster system operations. automation 
Reduced order 
. using mobile processing time 
device, bar up to 25% & 
Support & Maintenance code, scanning 
Reduced 
Managed Services feature, Sensor overstock/stocko
& AI uts up to 30%
Cloud hosting | Server 24/7 support | Performance Electronic Reporting
management | Proactive Optimization | Regular System 12+ country-
monitoring | Security mgmt. | Health Checks Impactspecific Fast creation of 
System audits | Disaster 
Uptime increase upto 99.99% & formats for regulatory and 
recovery and Business continuity
Upto 40-60% faster IT issue resolution time for critical ERP regulatory business reports 
resolution issues reduces upto 70% filings, including up to 60%
tax, VAT, and 
invoicing 
requirements.
Key Highlights & Value Proposition
 Business Consultants & Technology teams collaborate to align the Key Highlights
client’s project goals and needs, using industry best practices.
 Covering the full spectrum of technologies, from classic to cutting-
edge, for a seamless digital transformation. Customer Education & Enablement 
Multi-Channel Training Content | Localized & Multi-
 Offshore delivery model make our projects cost effective. Language Training Support | Proactive User Engagement 
Strategies | Market trends update
Up to 60% faster adoption of new system 
organization wide
Value Proposition Comprehensive E2E Services
Strategy | Process consulting & re-engineering | Design | 
Business Domain Expertise Implementation | Continuous Improvement Services | 
in-depth domain knowledge to address specific Cross-functional team collaboration 
industry challenges cutting down up-to 
~30% unnecessary customization costs. Saves up to 20% project time while delivering future proof solutions.
Tailored Solutions Cost-Effectiveness
Customized workflows with full lifecycle support. Scalable solutions | Template Repository | Technical library 
Improved Efficiency, CSAT, NPS | Test case repository | Technical COE | Offshore delivery 
model
Saves up to 30% on recurring cost
Measurable ROI
Innovation and strategy for tangible Risk & Compliance
value, guaranteeing  real ROI over a longer Automated Risk Assessment |Regulatory-Ready ERP 
duration, including build-in inflation -adjustments Solution | GDPR & SOX Compliant Framework | AI-Driven 
and time to market  Compliance Alerts & Notifications
Reduced risk exposure up to 30% with automated 
monitoring tools.
Key Differentiators
Current Challenges Desired Outcomes
Fragmented data Unified platform for all data
Inefficient processes Workflow automation
Operational blind spots AI chatbots 
Limited insights Real‐time insights
Manual tasks Seamless integrations & 
more!
Technical Template & Repository Data Pre-Built Risk & Compliance 
COE Libraries Expertise Accelerators Frameworks
Reduce delivery time by 15– Cut project effort by 15– Achieved 99.5% data Successfully used in 10+ Ensure 100% adherence to 
20% with coding best 20% with 100+ reusable accuracy in migration for implementations, delivering GDPR, SOC, ISO, or other 
practices & environment templates from past previous clients. faster time-to-value. relevant compliance standards.
branching projects . Deployment 
Over 90% certification rate Reuse of customizations, Pre-tested scripts save up accelerators reduce Reduce risk exposure up 
in relevant technologies Power Platform extensions to 4 weeks of manual implementation to 30% with automated 
among COE team members  & BI reports migration effort. timelines by up to 25%. monitoring tools.
Implementation Methodology
Executive Sponsorship
Project Management
Business Application Data
Value Addition
 Technical CoE - readily 
Phase Architecture Architecture Architecture reference for Coding best 
practices, Environment 
Branching (2 weeks effort 
Business Modelling Logical Architecture (Vision) saved)
Business Data ArchitectureBusiness Requirements/ Conceptual Design Interface Scope & Strategy Technical library - readily 
Requirements Use Cases Initial Object Model reference for reuse of 
customization, Power 
Platform extensions, Power 
Site Map, Navigational Model Final Object Model, App Design Specs,  Logical DB Model, Data Conversion BI reports (10 to 20% 
Design User Acceptance Criteria Workflow Design, Development Design Specs, Integration Detailed Des. effort reduction)
Change Management Strategy Standards, DevOps & Build Plan Batch/Real Time Scheduling  Template repository – 
readily reusable templates 
Iterative Build Testing, System Construction (Weekly Builds)  
available based on previous 
Database Extensions EAI 
Development Test Scripts ,Build Online Help, Unit Test Development, Batch Development
project experiences (15 to 
Develop Training Discrepancy Fixes Data Migration 25% effort reduction)
 Test case repository- 
Integration Test readily available for reuse 
Quality Execute System Test Scripts Test Scripts System Test/UAT (20 to 25 % effort 
Assurance Deliver Training Discrepancy Fixes Test EAI Services reduction)
 Configuration and Data 
Migration – Readily 
Training Session
Deployment Prepare Prod App Migration Data
available templates for 
Production Testing Production Support Production Support reuse (25 to 30% effort 
reduction)
Final Deliverables
SUCCESS 
STORIES
30% Increase in First-Time 
Fix Rates
Customer Marketing 
Success Story Growth 25% Reduction in Travel Time and Engagement Fuel Costs
         A leading manufacturer +25% +20% 15% Improvement in Technician Utilization
struggled with manual 
scheduling, limited field visibility, 20% Increase in Customer 
and inconsistent service, hurting Satisfaction Scores
customer satisfaction and 
increasing costs. Solution
1Automated Inventory & Parts Key Challenges Scheduling:  Assign 4 Management :
technicians by skill, Real-time stock visibility 
Inefficient Scheduling – Manual location, and availability ensures first-time fixes. 
dispatch caused missed to reduce travel and Automated updates let 
appointments and longer travel. improve response. customers track service 
2Mobile Field App: Limited Visibility – No real-time Technicians access work Customer Portal :
updates slowed issue resolution orders, asset info, and 5 and schedule requests 
and customer communication. procedures on the go. easily.
Low First-Time Fix Rates – 
Technicians lacked asset info or 3Connected Field Service:parts, requiring multiple visits. IoT alerts enable predictive 
maintenance and minimize 
Manual Reporting – Time- downtime.
consuming data entry delayed 
performance insights.
40% Reduction in 
Emergency Service Calls
Customer Marketing 
Success Story Engagement Growth 20% Improvement in Equipment Uptime
A major healthcare equipment +20% +15% 10% Increase in Service Contract Renewal Rates
provider faced frequent equipment 
downtime, high emergency service 25% Decrease in Warranty-
costs, and challenges managing Related Costs
warranty compliance across a large 
installed base. Solution
1Preventive Resource & Skill Key Challenges Maintenance 4 Matching: Assigns 
Scheduling: technicians with the 
Reactive Maintenance: Frequent Automates inspections right certifications 
breakdowns caused costly and service based on for specialized 
emergency repairs and disrupted usage and history. equipment.
operations. 2 Service Agreements & Contract Management: Analytics & 
Warranty Complexity: Hard-to- Centralizes contracts, 5 Reporting: Real-
track warranties and service warranties, and SLAs for time dashboards track 
contracts led to revenue leakage accurate billing. performance, costs, 
and compliance issues. and technician 
3Asset 360° View: productivity.Limited Asset Insights: No Complete asset profiles with 
centralized data hindered service history, maintenance 
preventive maintenance planning. schedules, and 
documentation.
Resource Allocation: Difficulty 
forecasting skill and parts demand 
caused technician overuse or idle
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+91 99906 90718
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