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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Solution features of Dynamics 365 for Field Service

As mentioned, the Field Service app functionality shifts the focus from standard customer service, as described in Chapter 4, Dynamics 365 Customer Service, and takes support out into the field. The solution handles scenarios where delivering service to customers at the customer location is essential. This solution handles the dispatching of necessary resources at various client locations when needed, and with the necessary skills and resources to handle a situation in a single visit, with no repeat visits.

How many times have you had a technician come over to inspect an issue, followed by another visit from the same or another technician to try to fix the issue, just to find out they require another part they do not have with them? With Field Service, you can easily track what an issue is, schedule a visit for a repair, and make sure that the dispatched resource has the skills and parts needed to complete the repair in a single visit...

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