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CRM and the energy industry: Microsoft Dynamics 365 Field Service Management


Technological innovations are fundamentally changing field operations in the energy sector. What specific tools have emerged and how are energy companies using them? Is your field service center ready to keep pace with changing industry expectations and standards?
Revolutionary technology for energy companies
Artificial intelligence, IoT devices and networks as well as task automation are changing the management of field services for the energy industry. A modern solution like Microsoft Dynamics 365 FieldService is integrated into your ERP and CRM systems so that your data and processes are fully integrated and your employees can work and collaborate from any location and device.
Thanks to these advances, your device can send a warning message before or immediately after a malfunction. AI-based planning systems can automatically schedule and send technicians, then trigger automatic billing. Employees and customers have real-time access to technician locations, warehouse availability, work order status, etc. Customers like the flexibility of submitting inquiries or inquiries on their preferred channel, whether by phone, email, online or SMS.

How can your company implement such tools to gain efficiency, reduce equipment downtime and save time to focus more directly on customer satisfaction?
Improve data collection, analysis and business intelligence
Make sure that your business management tools and various technologies collect data in a common language, then make this data freely accessible and usable for decision-makers and employees of your company. When properly implemented and used, Business Intelligence (BI) enables greater efficiency in the smallest details of your business.
BI can also anticipate and react proactively to market changes, device life cycles and customer expectations. This is especially true if your BI is integrated into your ERP, CRM and field management systems. Integrated systems and efficient data acquisition allow AI and machine learning models to effectively automate and control daily operations.
Connect your devices
IoT networks are at the center of the revolution that is changing service in the field for the better. Connectivity enables remote diagnostics, better data collection, better fixation rates the first time and less device downtime. All of this means saving a lot of money, providing better service and ensuring happier customers.
Sooner or later, each device will be connected. Build customer loyalty and stay ahead of the competition by creating a network of IoT devices now so you won't be in a rush.
Adopt an innovative solution for field service management
Overall, your data and devices should work with a powerful, centralized on-site service management solution. An advanced FSM system like Microsoft Dynamics 365 Field Service includes real-time asset inventory and tracking, mobile access, scheduling tools with the AI-based automation option, personalized IoT alerts, automated invoicing and easy integration with your other business management solutions and applications. When deployed as a cloud solution, you also get automatic upgrades so your business always has the latest technology and improvements without additional IT support.
Do you want to transform your on-site service operations?
Sunbridge Software Services Inc is a global consulting company with extensive experience in transforming and strengthening service activities in the field. Our experts strive to provide innovative and effective solutions that help your business achieve its goals. Contact us today to speak to a Dynamics 365 expert and its benefits for your business.

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