Blog / Solutions · MICROSOFT DYNAMICS CRM
FLS VISITOUR FOR MICROSOFT CRM - DYNAMICS 365
Jeremy Squire
F
LS VISITOUR for Dynamics 365 (Microsoft's modern CRM) is a fully integrated solution for optimised field service appointment scheduling and embedded route planning.
Through the interaction of FLS VISITOUR and Microsoft Dynamics 365 you combine the capabilities of FLS' unique PowerOpt algorithm with that of a leading CRM platform, whilst easily satisfying any requirement for a connected ERP or service management system. FLS VISITOUR extends beyond capabilities provided by Resource Scheduling Optimization (RSO) in Dynamics 365.
FIELDONE IS DEPRECATED. UPGRADE TO DYNAMICS 365
Through the 2015 acquisition of FieldOne, Microsoft confirmed its ambitions to offer a comprehensive solution for field service within Dynamics 365. Support for legacy FieldOne ended in April 2018, including security hotfixes. An upgrade provides field service operators with innovative solutions including AI and connectors for the Internet of Things (IoT).
The add-on of FLS VISITOUR built on the functionalities of FieldOne and in line with all FLS integrations, targets the service process exactly where there is the highest cost saving potential: Dynamic appointment and route planning in real time.
MAXIMUM BENEFIT: DYNAMICS 365 AND FLS VISITOUR
FLS adds valuable scheduling and route optimisation by integrating the dynamic PowerOpt algorithm. The working method of FLS VISITOUR for your Dynamics 365 CRM is unique and offers you a competitive advantage through valuable benefits:
- Real-time cost-optimised appointment suggestions according to your unique operations including SLAs and KPIs.
- Cost savings across head-office scheduling, travel time, fuel, and CO2
- Improved customer satisfaction: More time for your customers on site and the ability to offer realistic, customer-oriented time windows for appointments
- Satisfied employees with clear explanation of planning decisions through software managed processes
- Background deployment via SaaS within Dynamics 365 with no re-keying
- Expertise: Solving complex scheduling requirements for over 25 years. A Microsoft ISV and Co-sell approved partner
DOMINO EFFECTS FOR APPOINTMENT AND ROUTE PLANNING
The FLS VISITOUR server and PowerOpt algorithm provides appointment proposals within seconds for optimised productivity and efficiency across all field resources: It works as a 'black box' in the background. For planning-relevant information such as order and master data, FLS VISITOUR automatically refers to information within the CRM database.
FLS VISITOUR for Microsoft's CRM processes permanent changes of the initial situation in the service planning. The uniqueness of this process being that not only the routes affected by the change are recalculated but the whole route planning is checked for domino effects. Thereby, clients recognise far greater optimisation results versus conventional route planning systems.
This calculation method starts with the generation of appointment proposals that consider time-of-day driving speeds. You receive an individually defined number of appointment proposals for which a 'virtual' route planning has already taken place in the background. Additional costs per appointment proposal are displayed within the same screen. This transparency allows the final decision to rest with you (which appointment you offer your customer), whether cost- or service-oriented.
LIVE FIELD CONNECTION WITH REMOTE EMPLOYEES
You can conveniently enable the interaction between service operatives and the dispatchers working in Dynamics 365 over a mobile device of your choice. The real-time communication and transmission of status changes and new process actions guarantee a best possible route optimisation and a decisive competitive advantage in customer service and cost structure. This includes the real-time optimisation of all appointments threatened by over-running jobs or traffic.
MEET MICROSOFT DYNAMICS AND EXPERTISE FOR REAL-TIME FIELD SERVICE
We evaluate your field organisation's process efficiency, planning quality, and cost structure. To gain an understanding of tools to optimise the field experience and manage SLAs and KPIs for your workforce book a short discussion or contact us at info@fastleansmart.com.
Read more:
Microsoft hails FLS - FAST LEAN SMART a 'Proven and trusted Partner'
Field Service Optimisation: software to manage in-day cancellations
8 ways to increase the productivity of your Field Service Management with FSM Software
Case Study: LOGISTICS UK Vehicle Inspection Service transformed with advanced scheduling software
JEREMY SQUIRE
UK Managing Director
Call +44 1183 800189
Send email ›
Jeremy Squire is a business leader and solutions consultant with over 20 years experience in field service scheduling and route optimisation software solutions. He is one of Europe's most recognised and regarded voices in field service technology.
