Dynamics 365 Field Service Integrations

The Asset Guardian (TAG) Mobi is the chosen preventive maintenance and asset management solution (EAM) for Microsoft Dynamics 365 Business Central, designed to deliver reliable manufacturing asset solutions that reduce risk and downtime. TAG Mobi prevent downtime, maximize asset performance, and accelerate onboarding and training with the support of AI tools and intuitive dashboards. No silos. No extra software. Just smooth integration and quick adoption—so maintenance teams can work faster, and managers get the data they need to make decisions.

Resco Inspections+ serves as a highly adaptable digital platform tailored for various sectors including construction, manufacturing, oil and gas, nonprofits, utilities, and property management. This innovative tool enables organizations to eliminate reliance on paper by converting audits, inspections, surveys, and checklists into fully customizable digital workflows. By seamlessly integrating with Dynamics 365 and Salesforce, it enhances CRM and ERP functionalities, allowing for efficient collection and updating of field data even when away from the office. Its offline-first design is particularly advantageous in situations where internet access may be intermittent, such as on remote oil rigs, at construction sites, in garages, or even within bustling urban areas. This feature empowers field technicians, auditors, and inspectors to gather essential data without any interruptions, while the sophisticated synchronization engine works automatically to update information once connectivity is restored. Moreover, Inspections+ boasts a user-friendly drag-and-drop questionnaire builder equipped with intelligent questions, business logic, and multimedia capture options, facilitating easy no-code customization for various purposes like safety evaluations, compliance documentation, or trial audits. With immediate access to data insights, organizations are positioned to streamline their operations, minimize errors, and make informed decisions efficiently, thereby enhancing overall productivity and effectiveness in their respective fields.

A connected team allows you to accomplish tasks more efficiently and in less time. With just a click, vital information is at your fingertips. You can access on-demand reports to monitor the performance of everyone involved. By establishing a knowledge hub, collaboration with suppliers and technicians becomes seamless. This setup enables swift task planning, deadline tracking, results analysis, and enhancement of preventative maintenance strategies. Consequently, you will find yourself with more time to focus on the operational aspects of your role, leading to a decrease in paperwork, phone calls, and texts. Direct communication with suppliers and technicians in the field streamlines work processes, helping to cut down on inefficiencies. By addressing productivity losses, you can bolster your resources, prevent equipment failures, and minimize response times. Keep all your asset information organized and easily accessible in one centralized location, allowing you to add maintenance plans, review history, input documents, and create checklists and material lists. This efficient system ultimately contributes to a more productive work environment.

Discover a comprehensive app designed to fulfill all your field service requirements. A brief demonstration will reveal the capabilities of enterprise data gathering and reporting. Enhance your team's efficiency and productivity significantly. Effective planning and scheduling are crucial for unlocking your team's full potential for success. With Obzervr Manager, you can generate work orders for each shift or have them automatically filled by your Business Systems. For a seamless experience in field resource planning and task distribution, you can integrate Rosters, Shifts, and Crew details from your current business systems. Schedule tasks and distribute them to individuals or teams effortlessly. Team members can work together and exchange insights with real-time schedule updates. When the Operator or Team receives their tasks, they become more productive and interconnected. This synergy fosters a dynamic work environment that thrives on collaboration and efficiency.

Azumuta provides a comprehensive solution for digitizing operations on your shop floor. Transition to a paperless environment, streamline manual data entry processes, and minimize mistakes by developing and overseeing digital work instructions, audits, employee training programs, and quality management documentation all from one cohesive platform. This innovative approach not only enhances efficiency but also promotes better organization and tracking of essential tasks.

Leverage the capabilities of Dynamics 365 Field Service to collect asset information and effortlessly integrate it with the Microsoft Power Platform or other enterprise tools. By performing remote inspections, which can include videos, screenshots, and annotations, you can significantly reduce travel costs and prevent potential delays, all from your device. Moreover, you can easily launch the Dynamics 365 Remote Assist mobile app directly from a Field Service mobile booking, enabling you to document call specifics within the timeline of the related work order, thereby improving tracking and operational efficiency. This integration not only optimizes your workflows but also elevates the quality of service you provide, fostering a more responsive and effective customer experience. Ultimately, embracing these technologies can lead to enhanced decision-making and increased satisfaction for both service teams and clients.

Effortlessly access all relevant content, regardless of its location, by integrating your Microsoft Dynamics 365 setup with AXtension® Content Gate, which creates a centralized source of truth for your organization's information. This solution is crafted for every member of the team, enabling efficient management and sharing of data in a unified hub. With a single click, you can generate a holistic view of the pertinent content across Microsoft Dynamics 365 applications, ensuring quick access to essential information. Establish a streamlined process for the effective storage of content linked to your business activities by choosing the ideal storage option that fits your document requirements. You can easily transfer content to AXtension® Content Gate through simple drag-and-drop actions or automate the storage process via the API, all thanks to its smooth integration with the Microsoft Power Platform. Furthermore, you can protect your documents and regulate access based on the roles within your organization, which enhances both security and teamwork among your members. This method not only simplifies the management of content but also significantly elevates productivity throughout your business, allowing your team to focus on what truly matters. Ultimately, by adopting AXtension® Content Gate, your organization can achieve a more cohesive and efficient workflow.

AgriERP is designed to enhance your agricultural operations by managing stock levels, scheduling seasonal harvests, and tracking labor expenses. This platform allows you to increase efficiency, minimize losses, and maintain oversight of all aspects of your farming business. By utilizing our farm ERP, you can revolutionize your agricultural enterprises and transform them into intelligent farming operations. Our research and development team stands out as one of the industry's most formidable forces in Agri-Tech. We have effectively rolled out numerous ERP systems and farming software solutions tailored for both large and small agricultural enterprises. The success of AgriERP is attributed to its integration with Microsoft Dynamics 365, which is further customized to address the unique operational and management needs of each farm or ranch, ensuring that every client can achieve their goals. With AgriERP, your agricultural journey can be optimized for growth and sustainability.

Meet Ema, a comprehensive AI solution crafted to elevate productivity across all roles within your organization. Her intuitive interface instills confidence and guarantees accuracy in operations. Ema acts as a vital operating system that facilitates the effective use of generative AI at the enterprise scale. By utilizing a distinct generative workflow engine, she transforms intricate tasks into easy-to-manage dialogues. With a firm commitment to reliability and compliance, Ema places a high priority on safeguarding your data. The EmaFusion model smartly combines outputs from top public language models with customized private models, greatly enhancing productivity while ensuring outstanding precision. We foresee a workplace where the burden of routine tasks is minimized, allowing for an increase in creative endeavors, with generative AI playing a pivotal role in achieving this goal. Ema seamlessly connects with countless enterprise applications without the need for further training. Additionally, she skillfully engages with the fundamental aspects of your organization, such as documents, logs, data, code, and policies, guaranteeing a smooth workflow. By harnessing the capabilities of Ema, teams can concentrate on innovation and strategic projects, freeing themselves from the constraints of mundane tasks, and paving the way for unparalleled growth and creativity. Ultimately, Ema serves as a catalyst for a more dynamic and efficient workplace.

Atfinity is an award-winning no-code platform recognized for its capabilities in streamlining, automating, and enhancing client processes. Users can swiftly design and implement customized automated workflows thanks to Atfinity's user-friendly no-code framework. This efficiency enables process development in mere days rather than months, with modifications made in hours instead of days, facilitating quick adjustments to evolving demands and rapid responses to regulatory changes. Additionally, Atfinity offers a robust suite of services that ensures seamless integration with essential banking functions or KYC/KYB/AML processes, fostering a cohesive operational ecosystem. The API Framework connects Atfinity with various systems during client onboarding, such as CRM, ID verification tools, and document management software, allowing for the automatic generation of welcome documents upon the creation of new CRM records. Furthermore, Atfinity maintains ISO27001 security certification, ensuring that client data remains secure at all times, reinforcing user trust in the platform's reliability. As businesses increasingly seek efficient solutions, Atfinity stands out as a pivotal tool in transforming how organizations manage their processes.

Effortless territory mapping for sales and field service within Dynamics 365, Power BI, and Excel is made possible through our highly-rated solution available on Microsoft AppSource. EasyTerritory is recognized as the leading web-based mapping software tailored for the management of sales territories, planning service capacity, and delivering geospatial business intelligence, all seamlessly integrated with Microsoft Dynamics 365, Excel, and Power BI. Even for those who do not use Dynamics 365, EasyTerritory provides flexibility by also supporting Excel, Power BI, and SQL Azure. This robust tool finds application in diverse industries such as logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our goal is to alleviate the complexities involved in territory mapping and management. With EasyTerritory, sales managers can effortlessly create and modify territories for their representatives through an interactive map, which not only boosts operational efficiency but also aids in strategic planning. Consequently, organizations are better equipped to optimize their resources, ultimately enhancing sales performance and driving growth. By streamlining these processes, businesses can focus more on their core activities and less on administrative tasks, leading to improved overall productivity.