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This webinar series will spotlight how organisations can implement these characteristics and drive higher levels of employee engagement as well as enhance the customer experience by putting Dynamics 365 and Microsoft Teams into the hands of the entire workforce—from sales teams to field technicians. 

Dynamics 365 digital selling capabilities spearhead the digital transformation of sales organizations and constitute the data and productivity first revolution. You can enhance your digital selling programs with Sales Premium features such as the sales accelerator, conversation intelligence, and predictive scoring that are available with the Dynamics 365 Sales Enterprise license. The premium features are available with a limited monthly capacity.

Work Orders, Scheduling Board, Inventory Management, Resource distribution, end user engagement. Delivered by browser, App, and web portal.

Improve your teams onsite scheduling as well as providing clients the tools for self-service.

Dynamics Field Service provides an end-to-end experience for a mobile workforce that need to schedule services, maintain products (including IoT) and allow for client self-service and notification through a variety of forms.

We offer several app experiences for you to choose from, depending on your support organisation’s needs.

Use Dynamics 365 Field Service to:

  • Track customer engagement through workorders
  • Record all interactions related to a workorder
  • Use a rich graphical scheduling board with drag and drop capabilities
  • Capture standardised estimates verses actuals
  • Notify scheduling changes through a variety of channels as required
  • Set up service level agreements to support installed resources on clients sites for term managed periods
  • Flexible rescheduling as required
  • Manage purchase orders, expenses and timesheets through a back office connected mobile interface
  • Integrate with Microsoft Outlook, Teams and SharePoint.

The Dynamics 365 and industry clouds release plan for the 2022 release wave 1 describes new features releasing from April through September 2022.

You can either browse the release plan online or download the document as a PDF file. The PDF file also includes information about Power Apps, Power Automate, Power Virtual Agents, Microsoft Power Platform governance and administration, and data integration.

OA recently completed a Dynamics 365 and Resco Field Service 2.0 implementation for Civtec, a fast-growing business specialising in directional drilling, power, water, gas, telecommunications, and light civil works. 

Prior to this implementation, Civtec used multiple applications to schedule and keep track of their field technicians´ jobs.   Specifically, they needed an all-in-one mobile solution to help them deal with the complex field service scenarios they often encounter.  This solution needed to work seamlessly with Dynamics 365 CRM and Field Service and provide their field technicians with simple access to their daily schedules. It also had to be able to show technicians all relevant job information and allow for simple data entry and the ability to complete forms and attach documents and photos. Of course, it also needed to offer online capability, be highly customisable and well supported.

Need more Information?

Check our Case Studies for examples of how we've helped various companies realise the benefits of Customer Engagement...

OA Systems did a brilliant job of updating our Microsoft CRM4.0 to Dynamics 365. The process was smooth from start to finish and they completed on time and on budget.
Highly recommended.

Brendon Reid, Managing Director, Automation Associates Ltd

The OA Systems development team has a really detailed understanding of every layer of our business

Ayla Hutton, Technology and Projects Manager at Safety ‘n Action

OA Systems

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Careers at OA

We are always looking for people who are excellent and passionate at what they do to join our team. If this sounds like you then we'd love to hear from you!

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Customer Engagement can help improve customer relations, increase customer revenues, maximise cross and up-selling, create better communications and optimise your marketing.  Get in touch for a chat about how Customer Engagement 365 can help you...