Service management with Dynamics 365
The services are at the heart of the value delivered by a customer-centric company. With Dynamics 365, you structure all of your service operations: field service management, resource allocation, scheduling, service tracking, contracts, SLAs, invoicing and performance analysis. The ERP unifies your operations, sales and finance teams to ensure high service quality, smoother execution and real-time visibility into your customer commitments.
Why choose Dynamics 365 to manage your services
Service companies must manage interventions, teams, lead times, costs and customer satisfaction. Dynamics 365 provides a complete view of the service cycle, automates key tasks and facilitates collaboration. You improve the quality, operational management and profitability of your services.
- A complete view of the service cycle
- Optimized resource planning
- Automation of interventions and services
- Improved customer follow-up and SLAs
- Cost and profitability analysis
Our services around Dynamics 365 Services
FiveForty supports service-oriented organizations in optimizing, redesigning and automating their processes with Dynamics 365. We analyze your operations, define your workflows, structure service delivery, harmonize your internal practices and put your teams at the heart of the system. Our goal is to make your processes smoother, more reliable and more efficient. With our Dynamics 365 expertise and a performance-driven approach, we help you shorten lead times, strengthen service quality, control costs and improve customer satisfaction. From implementation to maintenance, we support you over the long term.
- Analysis and optimization of service processes
- Configuration of workflows and business rules
- Integration with finance and supply chain
- Structuring SLAs and contracts
- Training for operational teams
- Application maintenance and continuous improvement
Managing a service business day to day
From customer request to invoice, every link in the chain determines the profitability of the service call.
Service contracts and commitments
Maintenance contracts, warranties, prepaid hour packages or subscriptions: each contract carries its own scope, response time commitments and billing method. The system must apply them automatically to every incoming request.
Intervention scheduling
Assigning the right technician based on skills, availability and location, while optimizing travel. A poorly planned route costs more than the service call itself.
Mobility and field service
Viewing customer history, entering the service report, recording parts used and signing on site: anything not entered in the field will be entered twice, or not at all.
Spare parts and van inventory
Tracking inventory in vehicles and forward depots avoids unnecessary trips for a missing part, the leading cause of dissatisfaction with field interventions.
Service billing
Hourly, fixed-price, under warranty or covered by contract: the rule applies automatically from the service report, which significantly reduces the time to issue invoices.
Profitability by contract and by customer
Some maintenance contracts consume more service work than they bill. Without analytics by contract, this reality remains invisible until renewal.
A question? An answer.
Frequently asked questions
Dynamics 365 unifies planning, execution, tracking and billing. Conventional software covers only part of the service cycle and creates silos.
Yes. The Dynamics 365 Services modules are modular and adapt to any organization, regardless of the volume or complexity of the services delivered.
Yes. Power BI provides dashboards on performance, intervention times, profitability, SLAs and customer satisfaction.
Each contract carries its scope, its response time commitments and its billing method. Incoming requests are automatically linked to the applicable contract, which triggers the right response times and the right billing rules.
Yes. Viewing customer history, entering the service report, recording parts consumed and capturing the customer’s signature are all done from a mobile device, including in offline mode if the connection is unstable.
By linking service hours, travel and parts consumed to each contract. Comparing these with the amount invoiced reveals loss-making contracts before they are renewed.
Yes. Inventory in vehicles and forward depots is tracked as full-fledged locations, with automatic replenishment based on observed consumption.