Learn how Rishabh Software helped a customer from the Oil & Gas industry with 500+ field agents to avoid data redundancy issues, deliver accurate field reporting and monitor customer & lead activities.
Microsoft Dynamics CRM helps manage, analyze, and improve your customer relationships whereas the Field Service solution is rapidly becoming a must-have for companies, who wish to maintain their field resources better and take operations, including customer service, to the next level. Therefore, Dynamics CRM Field Service Integration helps deliver a world-class solution that was on-time, on-budget, and offered all the functionalities that could take away the business disruption and save tens and thousands of dollars towards increasing efficiency and productivity.
Read on as we present on how we helped the enterprise customer by developing a custom console tool to migrate the entire data, and how it helped improve their efficiency.
The customer was seeking seamless integration of Dynamics CRM with FieldOne Service solution. It was because of the listed challenges with their existing solution.
As a cross-functional consulting partner, we help organizations drive business transformation. For this customer, we leveraged the expertise of Microsoft’s Dynamics CRM platform. While Microsoft offers excellent migration tool, our team at Rishabh Software adopted a phased implementation approach with a logical sequence of phases to accomplish the planned tasks into three incremental releases.
We analyzed the customer’s current challenge and developed a console data migration solution wherein the data of both Dynamics CRM & FieldOne Sky was cleaned, and accurate data was presented to the team.
To conclude, our solution approach helped them to automate and manage tasks that are commonly required of a field agent, enabling the customer take advantage of all the robust features like powerful Dynamics CRM Reporting – as well as the field service-specific abilities.
US-based enterprise, having 20+ years of experience in the Oil and Gas industry
Our team can help you streamline your business process by integrating Dynamics 365 with your legacy system