Financial Management
General Ledger: Manage financials, budgets, and financial reports.
Accounts Payable & Receivable: Streamline payment and invoice processing.
Bank Reconciliation: Automated reconciliation of bank transactions.
Cash Flow Forecasting: Analyze cash flow and financial performance in real-time.
Multi-currency Handling: Manage international transactions in multiple currencies.
Multi-currency Handling: Manage international transactions in multiple currencies.
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Dynamics 365 CRM – Field Service

Microsoft Dynamics CRM is an integrated Customer Relationship Management (CRM) system designed to help businesses increase productivity and customer satisfaction. It quickly and effectively helps you stay ahead of the competition with seamless integrations between Dynamics 365 and lead management applications.Key Features

What is Dynamics 365 Field Service?

A module for managing on-site service operations.

Can technicians work offline?

Yes, using the mobile app in offline mode.

How does scheduling work?

Through manual assignment or Resource Scheduling Optimization (RSO).

Does it Can customers track technician arrival?lead scoring?

Yes, through customer engagement notifications.

Can it handle preventive maintenance?

Yes, with recurring work orders.

Does it provide analytics for service performance?

Yes, using Power BI dashboards.

Does it support work order management?

Yes, including scheduling and dispatch.

Does it allow capturing digital signatures?

Yes, via the mobile app.

Does it support IoT devices?

Yes, for predictive maintenance and remote monitoring.

Does it have inventory management?

Yes, for spare parts and stock tracking.

Does it integrate with maps for route optimization?

Yes, using Bing Maps integration.

Is it mobile-friendly?

Yes, fully optimized for mobile devices.

Let's keep in touch!

Find us on any of these platforms, we respond 1-2 business days.
sales@gtrtek.com