Field Service (Cross Industry)
Microsoft Dynamics 365 Field Service (CRM) and Dynamics GP
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 Field Service with cloud remote access, schedule boards and Endeavour integration into Dynamics GP.
Popular GP-centric approaches include the Field Service Module within Microsoft Dynamics GP (Great Plains) or ISV products such as KEY2ACT / Wennsoft and FieldConnect with embedded Field Service module functions within Dynamics GP. With Microsoft and Endeavour industry accelerators and experience we'll get you up and running in no-time. If you are already using Dynamics GP Field Service and Project Accounting, we're here to support you.
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 GP 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.
If Dynamics GP and Field Service isn't a fit, we can look to migrate your team to Microsoft Business Central (Cloud-ERP) which has additional options for Field Service modules and scheduling within BC, or via Dynamics 365 Field Services, or via 3rd party add-in and integrated software.
Proven experience across multiple industries: Endeavour Solutions has clients who are using Key2Act (formerly Wennsoft) and can assist with preliminary Tier 1 and Tier 2 support. Prior to 2023 Endeavour was an authorized partner, but Key2Act has since changed its partner program effectively discontinuing partnerships for GP renewal and support partners, focusing solely on net new sales. We continue to be a partner with FieldConnect for Dynamics GP.
Mechanical And Specialty Trades
Process Controls Instruments Electrical Repair
Roofing, Siding & Sheet Metal Work
Plastering, Drywall & Insulation
Security Systems Services
Asset Based Organizations
Material Handling Organizations
Construction Equipment Distribution
Residential and Commercial Construction
Excavating and Pipeline
Heavy Highway Construction
Utilities and Services
Oil & Gas
Architecture and Engineering
Industrial Services Network and Infrastructure
BI and KPIs for Field Service (Cross Industry) CompaniesBeyond 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