Conundrum with Outdated Systems
The client specializes in providing comprehensive construction services encompassing windows, doors, glass, and screens. Their offerings span design, manufacturing, supply, installation, and repair for commercial and residential projects. Services range from window repairs and parts to replacement windows, glass doors, entry doors, storm doors, storm windows, various types of glass, screens, child guards, and fire gates.
However, the client encountered significant challenges in managing its sales, services, and financial activities using its existing procedures, which relied on QuickBooks, Excel, and Google Forms.
Revamping the Operations with DynaTech’s Bespoke Solutions for the Construction Services Industry
To address these challenges, DynaTech Systems proposed holistic Sales Transformation and Customer Service Enhancement solutions powered by D365 Sales, Field Service, and Business Central to replace client's fragmented systems.
1. Enhanced Site Visit Form:
- DynaTech designed a detailed mobile app-based site visit form to streamline on-site measurements, facilitating the automatic creation of a Bill of Quantities (BOQ) for quotations.
- Integration with Business Central enables direct retrieval of assembly configuration data, empowering the sales team to select required configured parts and create assembly items based on BOM configuration maintained in Business Central.
2. Seamless Solution Integration:
- Bidirectional integration between Dynamics 365 Sales, Business Central, and Field Service ensures seamless workflow transitions.
- Orders initiated in D365 Sales trigger supply chain activities in Business Central, including item reservation and purchase order creation. Subsequently, work orders are seamlessly transferred from Business Central to D365 Field Service through integration.
- Invoices generated in Business Central are seamlessly integrated with D365 Sales, providing the sales team with comprehensive visibility and facilitating efficient review processes.
3. Efficient Work Order Management:
- We optimized work order scheduling and management through our Customer Service Enhancement solution and the Field Service Mobile App.
- Upon the creation of work orders in the field service through integration, the system automatically notifies dispatchers to schedule work orders and assign them to relevant technicians.
- Technicians receive task assignments on their Field Service Mobile App, accessible online and offline. Real-time status updates are available on the dispatcher's screen, enhancing coordination and responsiveness.
- Upon completion of tasks, the system automatically sends feedback forms to customers and integrates material consumption reports and job status updates back to Business Central and D365 Sales, ensuring seamless data synchronization and operational efficiency.