Rishabh Software integrated Microsoft Dynamics CRM with Field Service for a US-based Oil & Gas enterprise to eliminate data redundancy, improve field reporting accuracy, and streamline monitoring for 500+ field agents.
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.
Overview
The customer was seeking seamless integration of Dynamics CRM with FieldOne Service solution. It was because of the listed challenges with their existing solution.
Challenges
- Manage and streamline field agent activities
- Automate and improve scheduling to dispatch the right technician and get the most value out of resources
- Empower technicians with a 360-degree view of customers and get real-time guidance to improve resolution time and earn customer trust
- FieldOne Sky to Field Service Data Migration
- Monitor field agents; those that go off-site to install, fix, inspect, deliver – anything on the road and out of the office
Our 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.
Business Benefits
- Increased efficiency across the business
- Improved customer service through efficient service delivery
- Developed the work-life of staff through route calculations, directions, and more efficient schedules
- Maximizes resources through automation
- Increased profitability thanks to the enhanced customer service, efficiency, and productivity
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.
Customer Profile
US-based enterprise, having 20+ years of experience in the Oil and Gas industry
Technology and Tools
- Microsoft Dynamics 365
- Field One Sky to Field Service Migration Tool
- Microsoft .NET
- Microsoft C#
- Microsoft Visual Studio 2017
30 Min
