Service Management that works with Microsoft Dynamics CRM is an advanced application. Delivering service excellence, customer satisfaction while managing opportunities in CRM has never been easier!

Features & Benefits include:

  • Built on Microsoft Dynamics CRM
    • Fully integrated with Microsoft Dynamics AX
  • Give your sales people and technicians a comprehensive tool, really similar to office applications, with outlook, mobile and tablet capabilities
  • Let the heavy work of calculations, inventory management, prizing etc. to be managed in AX for administrative and financial users
  • Manage opportunities/quote for service contracts in Dynamics CRM
    • See your progress and track with goals with in-line dashboards
    • Define in AX the terms & conditions, service levels, invoicing, maintenance visits etc. for each of your contracts
  • Contract/Service object information on the field
    • Have all the information you need even while offline, with Dynamics CRM for outlook
    • See maintenance visits, previous cases, field action notes, kb records, warranty terms etc.
  • Register and plan service Cases and service tasks with a driven guided process that will help users to register the right information at the right time
  • Plan your tasks and visits with the integrated service calendar, in Dynamics CRM
  • Track your contacts, emails, tasks and appointments between Dynamics CRM and Outlook
  • Register your expenses, spare parts, hours, travels within Dynamics CRM
    • Let AX invoice the call for your customer
  • Multi-channel support
    • Email, phone, Skype, pre-defined rules, even social networks such Facebook / Twitter
      • Communicate with your customer in many ways
      • Get historical data of communications in a single summary view for every customer
  • Define goals/metrics, assign them to your users/teams
    • They will be able to track progress at any time with out of the box dashboards
  • Route your Service Cases and Service Tasks to specific queues, or assign them automatically by using the service calendar
  • Boost employee productivity with quick access to consistent and organized information with Knowledge Management
    • (KB Articles, Error codes, Product Documentation and more)

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