CRM Automation for Field Service Teams

As operations and process become more complex for Field Service teams, it is critical that their organization provides them with a connected end to end technology platform to be productive and efficient. These organizations do not always have the knowledge of what proper tools to adopt or where to start their transformational journey for their field service management.

Advaiya has the right team of experts to guide your transformational process for your field service management!

Advaiya Field Service Intro

Why choose Advaiya?

With our breadth of experience in technology innovation for field service management, we have qualified experts to design and deploy the ideal solution for your organization. By leveraging the power of CRM capabilities with Machine Learning, mixed reality, and IOT technology, we will enable your organization to:

Maximize technician productivity and increase upsell/cross-sell opportunities
Increase customer and partner satisfaction
Reduce administrative overhead
Identify and solve problems quicker
Improve visibility and speed up cash flow
Utilize automatic service delivery optimization and improve profitability

Successful Implementation Starts with a Solid Foundation

Building a roadmap to technology innovation is the first critical step in our process. To identify where specific technology can enhance your operations, our experts will intelligently assess your:

Current Resources

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Microsoft 365 Platform

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Technician Processes

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Customer Experiences

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To ensure our roadmap is the right fit for your organization, we develop a Proof of Concept so you can test our solutions in action.

Assessment & Proof of Concept

Price $$$

Detailed assessment of your current technology, network, and operations:

Identification of current data sources
Current data inefficiencies and areas for improvement
Detailed Report of success criteria and metrics
Consolidation strategy of applications and software
Identify customized goals for success

Development of technology roadmap to implement these solutions:
Proof of Concept (POC):

Identification of current data sources

Call us to learn more!

Schedule a consultation

Choose the right solution for your organization!

Technology is powerful but also complex, our expert guidance will lead you on a path to begin adopting these critical tools internally. Maximize your customer service, streamline your operations, and transform your field service management capabilities by selecting one of our solution offers tailored to align with your organizational needs.

Standard Field Service

Price

Standard Field Service

Learn more about how we implement necessary CRM, analytic tools, applications, and collaboration tools to maximize performance!

Advaiya field service package

Premium Field Service

Price

Premium Field Service

Learn more about how we deploy a customized set of solutions that intelligently respond to field service needs with Power Platform tools, reporting capabilities, enhanced security and more!

Advaiya field service package

Ultima Field Service

Price

Ultima Field Service

Learn how to unlock the full potential of your CRM platform with the integration of IoT devices and AI to stream data so predictive insights can be delivered!

Advaiya field service package

What is included in each package?

Feature Type	Standard Field Service	Premium Field Service	Ultima Field Service
Duration of Project
Monthly Managed Services Cost (Monthly)
Dynamics 365 for Field Services Configurations	Users, entities, resource scheduling, location and map	Users, entities, resource scheduling, Basic Geo- and map enablement
Entity mappings related to Organization	Work order, Incidents, Service, Tasks, Schedule Board, Resource Calendar	Work order, Incidents, Service, Tasks, Schedule Board, Resource Calendar, Inventory (Product, Price lists, Purchase Orders, Purchase Receipts, Product Inventory, Vendor, Transfer Order, Warehouse, Adjustments) Customer Assets, Invoices
BI Reports	Work Order Summary & Resource Bookings	Advanced Reports: Work Order Summary, Resource Bookings
Entity Forms & Relationships	Up to 20 new custom fields creation Up to 2 new forms development	Up to 15 new custom entities Up to 50 new custom fields creation Up to 5 new forms development
Role Base Configuration	Org hierarchy-based forms and fields visibility	Org hierarchy-based forms and fields visibility
Information Flow	Up to 5 new workflows development Up to 5 new business rules development Up to 1 Business Process development/modification	Up to 10 new workflows development Up to 10 new business rules development Up to 3 Business Process development/modification
Mobile App Configuration	User access, entities display, workflow and rules validation, location	User access, entities display, workflow, and rules validation, geolocation, Offline capability configuration
Integration	Integration with Microsoft 365 -Teams for presence and collaboration	Integration with other LOB application as Dynamics Business Central Dynamics Finance and Operation QuickBooks
Managed Services	Quarterly usage and reporting analytics Monthly scan and monitor of user access and quarterly basis geo location Security monitoring and patches updates	Cost optimization recommendations on quarterly basis Data digitization support New user orientation Monitoring and maintenance of integration
Customer Power App & Power Automate		Up to one Power App with lower complex scenarios Up to one Power Automate with lower complex scenarios
Advanced Scheduling		Resource Schedule assistant configuration for more filter criteria up to 5 Resource Scheduling Optimization Configuration for automated scheduling