Plus - Dynamics Field Service - 3 day Assessment

Plus Consulting, L.L.C.

Dynamics Field Service and Resource Optimization can transform your business, decrease cost, improve work order throughput, and increase customer satisfaction. This Plus Workshop will show you how.

Discovery Assessment – Our Plus team of field service experts will work with you and your team to uncover the potential that Microsoft Dynamics 365 for Field Service and Resource Scheduling Optimization and the Power Platform (including Power Apps and Power Automate) can have for your organization. We will lead you on a deep dive into existing business processes and help you imagine how the system and tools can automate and transform your business, reduce costs, and drive an enhanced customer experience.

Workshop: Kickoff Meeting - Introduction to the Assessment (1 Hours)

  1. Introductions
  2. Assessment Process
  3. Survey
  4. Infrastructure Landscape Review

Workshop 1 - Sales Process Business Process Review (2 Hours)

  1. Accounts
  2. Contacts
  3. Opportunity
  4. Quote
  5. Sales Orders

Workshop 2 - Service Process Business Process Review (2 Hours)

  1. Incidents / Incident Resolutions
  2. Work Orders
  3. Bookings
  4. Resources
  5. Resource Requirements
  6. Characteristics
  7. Payments
  8. Contracts
  9. Signatures
  10. Org Units and Structure
  11. Time Entry
  12. Time Off Requests
  13. Document Management

Workshop 3 – Scheduling Optimization (2 Hours)

  1. Standardization of Characteristics
  2. Geo Matching Resource to Geographic’s Area
  3. Optimization Goals
  4. Various Job Types
  5. Customer Scheduling
  6. Inventory Transfers
  7. Warehouse Management
  8. Entitlements and SLA


  1. Requirement Matrix
  2. Presentation of Findings
  3. Anticipated ROI Document: a. Route Optimization b. Greater Completed Workload c. Better customer satisfaction d. Documented Knowledge e. Reduction in Scheduling Resources
  4. Implementation Cost
  5. Diagramed Process Flow