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H ow is a partnership considered successful in the software world? Is it expertise developed into a single proposition? Innovation borrowed from one provider that benefits the other? Perhaps a jigsaw of features? Actually, it’s an alliance that successfully delivers to achieve customer needs in the best way possible.

THE DYNAMICS DUO

FLS formed a relationship with Microsoft to answer the growing need for large-scale and complex scheduling capabilities as a result of their growing success in the field service market. The performance advantages of the FLS VISITOUR add-on for Dynamics 365 can be significant in comparison to Microsoft RSO Resource Scheduling Optimization and results in a true best-of-breed combination.

Ben Vollmer, Microsoft Global Director for Field Service explains, “Microsoft partners with FLS VISITOUR when schedule and route optimization requirements are not met by Dynamics 365 Field Service. FLS are a proven and trusted partner for Microsoft with deep expertise in scheduling; we have successful deployments together in customers of all sizes and industries and have been very impressed with feedback on their solution and services.”

HOW DOES THE INTEGRATION WORK?

Our Dynamics 365 integration works behind the scenes to offer a seamless communication between Dynamics 365 and mobile workforce management software FLS VISITOUR. This means that all the relevant job data in the CRM are instantly available for real-time scheduling and route planning. Optimised appointment choices based on relative cost to perform are then displayed to the user inside Dynamics 365, or via self service portal. The live integration means completed order data is permanently synchronised.

IN PRACTICE: A PARTNERSHIP THAT DELIVERS

A UK-based health services company offers products and services requiring the planning of face-to-face training, workplace assessments, product delivery and set-up. Schedulers spent costly time sourcing client and job information from different datasets. Meeting the demands of identifying routes and resourcing the right staff skills meant hours wasted and delays through re-keying.

Fast Lean Smart’s FLS VISITOUR solution, integrated with Microsoft Dynamics 365, combines all available information sources into one Field Service Management platform. As well as offering real-time route and tour planning, it has identified a new stream of agile, cost-optimised appointments. This has revolutionised the customer experience and improved the balance of tasks for the field workforce. Customer agents provide an elevated level of service with a live diary view.

Jeremy Squire, Managing Director of FLS UK adds, “CRM integration is a significant driver of automation—whether your project requirement is to fulfil more appointments per staff member per day, increase your first-time fix rate, attend sooner, or improve customer communications. FLS is delighted to gain this seal of approval from a world leader in field service management software.”

Learn more about FLS VISITOUR >