Salesforce Field Service and Dynamics 365 Field Service stand out as leaders in the crowded FSM landscape. Both are powerful, AI-driven FSM platforms that use big data to fuel service operations and drive customer outcomes. Both provide a unified workspace for managing customers, communications, service requests, and ever-changing schedules. And, both offer robust customization options,…
In case you’re wondering, route optimization solutions and scheduling & dispatch software are technically two distinct types of tech. Route optimization is the process of determining the most efficient and cost-effective routes for field technicians or delivery personnel. It aims to minimize travel time, reduce costs, and maximize productivity by optimizing the sequence of stops…
Increasing Customer Satisfaction While Optimizing Technician Productivity Providing services to customers in the field is all about increasing first-time fix rates and improving customer satisfaction. At the same time, service organizations need to keep costs low by optimizing resource productivity—through advanced scheduling and giving technicians mobile capabilities. No matter the size of your operation, Microsoft…
Creating a unified view of customers is essential for delivering exceptional service and building long-lasting, mutually beneficial relationships. However, creating a unified view of everything about your customers is easier said than done, especially if your field service company relies on a mishmash of different applications with data stored across many different systems. Dynamics 365…
Background City Facility Management is a global organization providing facility management services to clients as a one-stop-shop for proactive and reactive facilities-based initiatives. City manages everything from HVAC systems, freezers, lawn care, and much more for its clients – Wal-Mart being one of the largest. Velosio engaged with City when its incumbent Microsoft partner demonstrated…
As the Enterprise Resource Planning (ERP) software marketplace continues to grow and evolve, evaluating and selecting a solution for your company has grown along with it. With so many different solutions for different industries, company sizes, and use cases, it can be challenging to narrow a search down to only the providers who offer software…
Field Service inventory management involves monitoring parts and supplies, managing product movement, consumption, adjustments, and other related activities. It is one of the most challenging aspects of running a field service business. The margins of error are exceedingly small. Stock too little, and you delay work. Overstock and your overhead costs skyrocket. The problem gets…
ServiceTitan and Dynamics 365 Field Service are two leading software solutions for managing field service operations. Both platforms offer an extensive, service-centric suite that streamlines and optimizes scheduling, dispatching, customer management, mobile field operations, and other “standard: FSM tasks. But beyond those overlapping features, ServiceTitan and D365 don’t have all that much in common. Battle…
FieldEdge and Dynamics 365 Field Service are both FSM solutions. They both help providers optimize field operations, streamline processes, and stretch limited resources. Both have roots dating back to decades-old software and have seen their fair share of changes. Despite the surface similarities, the two platforms ended up in two very different ecosystems. FieldEdge vs…
Microsoft Dynamics 365 Field Service is a powerful Field Service Management solution designed to transform field service operations. Part of Microsoft’s composable cloud-based Dynamics platform, D365 Field Service blends cutting-edge tech like AI, AR, and the IoT with FSM staples such as scheduling, resource management, and inventory control. The idea is, users have everything they…