1-week Proof of Concept for Microsoft Dynamics 365 Field Service

With Microsoft Dynamics 365 Field Service, we provide scheduling, mobility and resource utilization capabilities to keep the customer at the center of your business and improve resource productivity and customer satisfaction. Field service and Office 365 capabilities open up a world of possibilities that will enable companies to move from a costly break-fix model to a more efficient predictive service model on a modern platform.

Agenda

Day 1

• Kickoff meeting to review the goals, objectives, plan and teams of the POC. Finishing with an overview of functionality
• Review of your business processes, structure and requirements
• Discussion on organization, roles and licenses

Day 2

• Trial provisioning
• Basic set up and your sample data import

Day 3

Workshop covering Dynamics 365 standard processes, customizations and mobility.

Day 4

• Continuation of Workshop
• Review of Reporting/Data Analysis requirements

Day 5

• Creation of Dashboard and graphics / lists
• Final parametrization and configuration
• 2-hr training
• POC closure meeting and next steps

Deliverable

At the end of the 1-week POC for Microsoft Dynamics 365 Field Service, a trial instance of Dynamics 365 for Field Service with your sample data and customizations will be provided. This will include Accounts, Customer Assets, Territories, Resources, Calendars, Skills, Work Orders, Schedule Boards, Products, Services, Agreements, Warehouses and Mobility. In addition, the solution will have a Dashboard with graphics and pre-filtered lists to monitor the service.

Price quoted is estimated as it is based on this scope and each client engagement may differ according to needs.