9A Field Service

par 9altitudes

Field Service enhancements for optimizing workflow, information and proces

9A Field Service

Managing Field Service efficiently overtime demands a lot of effort and overview. The ability to see and use the data correct are crucial to be able to provide world class service, adjust to changes and be proactive in a dynamic and ever-changing environment.

The 9A Field Service is a solution suite that offers a set of add-on functionality on top of the Microsoft Dynamics 365 stack. It consists of a several apps that can be flexibly combined to make a perfect fit to our customer's industry and requirements.

General Enhancements:

  • Improve the agility to meet changing customer requirements in agreement bookings and invoice setups
  • Improved booking setups which dynamically follows the latest work order completion
  • Facilitate structured agreement price regulations with full transparency of changes overtime and the ability to ensure profit
  • Better overview of attachments related to asset without the need of finding each record
  • Ability to overview whole entities on a map and see the view in a map perspective.

    Improvement for Technical Service companies:

    • Field Service Extension - Creating stock transactions from sales order delivery with asset registrations. Maintaining stock levels per warehouse and create purchase orders based on a purchase advise. Create purchase order from sales order. Maintain agreement products and create agreements from sales order. Assembly and disassembly products.
    • Field Service Consumption - Defining variable and fixed products within a contract, whereby extra (variable) costs can be charged to a customer based on consumption.
    • Project Operations - Maintaining project settings (like resource may write on alle projects, project is mandatory) on bookable resources for time entry. Maintaining time entry settings on bookable resource for submitted timesheets. Create journal entries for Work in Progress when time entries are approved.​​
    • Product Bundles - Create product bundles which replaces the standard product bundles from Microsoft.
    • Business Central Connector - Replication of records between CE and BC based on Azure.

    9A Field Service Suite consist of several building blocks:

    • Agreement Price Regulation
    • Enhanced Recurrence Settings
    • Customer Asset Picture Carrousel
    • Maps Visualization
    • Service Management
    • Connector between Dynamics 365 Supply Chain Management and Dynamics 365 Field Service
    • Connector between Dynamics 365 Business Central and Dynamics 365 Field Service

    This product is developed by 9altitudes. A European consulting group that consolidates local organizations in Belgium (AdUltima Group, Admiral Dynamics), The Netherlands (Pylades, Cayentis), France (AdUltima France), Denmark (Optimate, Bredana Solutions, Econocap) and Slovenia (Innito).

    The group has in-depth knowledge of ERP, IoT, PLM CRM, DMS and Business Analytics. The philosophy of the combined group is to be a long-term partner strengthened by the world class proven platforms of Microsoft and PTC.

    Vue d’ensemble