Connect Microsoft Dynamics CRM to Fieldcode to streamline your field service management operations

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Work smarter, faster, and better with your Fieldcode integration

Microsoft Dynamics 365 is a sales and service collaboration CRM platform. The system helps manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.

Fieldcode integrates field service automation with related business functions. Manage data and information workflow—no matter where the data resides. When changes are made in one system, data is automatically updated in the other system. Access work orders created in Microsoft Dynamics 365 and immediately assign them to your mobile workforce with Fieldcode automated scheduling and route optimization across multiple locations. Create, schedule, monitor, and invoice work orders. Validated work orders are transferred and invoices synchronized with work order data from Fieldcode which can be sent quickly after a job is complete.

  • Eliminate delayed billings
  • Eliminate manual data entry
  • Minimize time spent validating reports
  • Inventory management
  • Planning and scheduling optimization
  • Route optimization and ticket tracking
  • Faster decision-making with real-time analytics
  • Forecasting and demand planning

Connecting Fieldcode to your existing software is a simple plug-and-play integration with zero coding efforts for end-users. By integrating Fieldcode with Microsoft Dynamics 365, simultaneous data exchange begins.

To learn more about Fieldcode smart field service management, click below to access our software.

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