Solution for Wholesalers
Discover our Sales Solution for Wholesalers adapted to specific needs and wholesale processes. Extend your current CRM using extended Dynamics 365 Sales, Field Service and Customer Service capabilities with ERP integration.
Microsoft Dynamics 365 Field ServiceMicrosoft Dynamics 365 Field Service
Implement innovative customizations for your Field Service to adjust its reliable integration with other modules and maintain a solid connection with your field technicians and customers.
Adjust Field Service's reliable integration with other modules and maintain a solid connection with your field technicians and customers.
Why Field Service
Easier for technicians – better for customer experience.
Work orders, scheduling and dispatch, Copilot and Internet of Things (IoT), and other effective Microsoft technologies help businesses manage work at client locations better and faster. The UDS team of professionals has experience assigning and routing technicians who perform different services and maintenance works, providing support and customer asset management, and reusing some standard entities for rental functionality implementation.
Benefits
Personalized Customer Experience
Easy Field Operations Management
Storing Data in One Place
Technical Support Team
Dynamics 365 Field Service Basic Capabilities
Work Order Management
This capability will help you organize and manage loads of work orders simultaneously to guarantee they are addressed quickly and effectively.
Scheduling & Dispatch
Scheduling will comprise planning and organizing tasks or resources based on availability and demand, and dispatching will involve the actual resources’ allocation and mobilization.
Resource Management
This ability will assist in planning, scheduling, and allocating resources, like people, money, and technology within a project.
Case Management
This feature will allow assessing, planning, implementing, and monitoring the options and services required to meet the clients' needs.
Routing, Maps Integration
With this capability, it will be fast and easy to connect your origin and destination with accurate location data, calculate the best route, and specify the conditions on the route.
Asset Management
It will help you balance, maintain, operate, upgrade, and dispose of assets most cost-effectively, including costs, risks, and performance attributes.
Inventory Management
Inventory Management will give you a hand in storing, ordering, and selling products and services, and running different supplies and processes.
Mobile Field Service
This app will let your field service technicians remotely access customers, products, service requests, and tasks-related information.
D365 Field Service Advanced Capabilities
Field Service Integrations
We will help you successfully integrate Microsoft Dynamics 365 Field Service with your other business apps to optimize your field service operations and information management based on productive Field Service functionality development.
1
Portals
Web-based or mobile-enabled B2B and B2C portals will extend the potential of your CRM, effectively facilitating the exchange of services, products, and information and increasing customer engagement and productivity.
2
ERP
This software system will help you automate and manage core business processes for optimal performance.
3
Dynamics 365 Customer Service
This app will give your service agents valuable capabilities to provide end-to-end service management efficiently, transform customer service, and increase customer involvement and satisfaction.
4
Dynamics 365 Sales
Dynamics 365 Sales centralized data will improve and reinforce your sales experience, enabling your sales team and other employees to collaborate and process the same customer data in real time.
5
Dynamics 365 Customer Insights
Use this application to create personalized, responsive, and connected customer journeys within your sales, marketing, and service departments.
6
Dynamics 365 Supply Chain Management
This application will update your supply chain to refine visibility, improve planning, uplift procurement, and optimize implementation.
7
Power BI
This app will equip you with Business Analytics, customized Power BI dashboards and reports, helping you streamline operations, provide predictive insights, track the key metrics, and make informed data-driven decisions.
8
Dynamics 365 Customer Voice
Customer Voice will help you keep track of the customer metrics and operate real-time survey data into customer records, generating actionable insights based on customer feedback.
9
Microsoft Tools
A number of Microsoft 365 useful and powerful tools, like Word, Excel, Teams, Outlook, and many more, from quite simple to complicated, will improve and streamline your workplace.
10
Third-party Tools
Third-party tools or platforms will help you automate tasks, optimize routes, customize operations, leverage predictive maintenance, enable real-time communication, strengthen productivity, improve customer experience, and manage resources efficiently.
What You Can Get
What If...
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Contact Us
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