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Dynamics 365 Field Service Center of Excellence: 8-week implementation

Advaiya Solutions Inc.

Rapid implementation of Microsoft Dynamics 365 Field Service to optimize service operations, enhance customer satisfaction, and improve operational efficiency.

Advaiya Solutions delivers a streamlined and effective implementation of Microsoft Dynamics 365 Field Service, meticulously tailored to align with your organization’s service management requirements. This comprehensive solution is designed to optimize service operations, elevate customer satisfaction, and enhance operational efficiency, all within a precise 8-week timeframe.

Objectives:

  • Deploy and configure Microsoft Dynamics 365 Field Service.
  • Integrate with existing systems and workflows.
  • Train staff and ensure adoption.
  • Provide post-implementation support.

Implementation plan:

Week 1: Discovery and planning

  • Kick-off meeting: Introduce teams, outline project scope, goals, and timeline.
  • Requirement gathering: Detailed sessions to understand current processes, pain points, and specific needs.
  • Solution design: Develop a tailored solution design and implementation plan.

Week 2-3: System configuration

  • Platform setup: Install and configure Microsoft Dynamics 365 Field Service.
  • Data migration: Import existing data into the new system.
  • Customization: Configure workflows, user roles, and permissions based on the requirements.

Week 4: Integration

  • System integration: Integrate with existing ERP, CRM, and other relevant systems.
  • Testing: Conduct integration testing to ensure seamless data flow and process alignment.

Week 5-6: Training and user acceptance testing (UAT)

  • Training: Conduct comprehensive training sessions for end-users and administrators.
  • UAT: Facilitate user acceptance testing to validate the system against business requirements.

Week 7: Go-live preparation

  • Final adjustments: Make any final adjustments based on UAT feedback.
  • Go-live plan: Develop and finalize the go-live plan, including cutover activities and risk mitigation strategies.

Week 8: Go-Live and post-implementation support

  • Go-live: Execute the go-live plan and transition to the new system.
  • Support: Provide on-site and remote support to address any immediate issues and ensure smooth operation.
  • Review: Conduct a project review meeting to assess success and identify any follow-up actions.

Deliverables:

  • Customized Microsoft Dynamics 365 Field Service solution.
  • Integrated and tested system.
  • Trained staff and user documentation.
  • Post-implementation support.

Ongoing engagement (activities):

  • Roadmap adherence: Ongoing progress and deployment in accordance with the established implementation roadmap.
  • Continuous enhancement: Ongoing development and enhancement based on the identified roadmap for field service applications.
  • Community development: Nurturing an internal community of app developers to foster continuous expansion and innovation.
  • Performance monitoring: Consistently measuring key performance indicators (KPIs) to evaluate business performance.
  • Regular reviews: Scheduled verification of current developments to ensure alignment with the identified roadmap.
  • Reusable components: Developing and maintaining a library of reusable components to streamline the development process.
  • Knowledge centralization: Creating a centralized knowledge repository for Dynamics 365 Field Services best practices and knowledge articles.

Who should consider:

Organizations seeking a swift and effective deployment of Microsoft Dynamics 365 Field Service to streamline their service management processes and enhance operational efficiency.

Pricing:

The listed implementation costs $29999 and the price might change based on the specific customer requirements and D365 environment complexity. Continuous services after implementation will incur a cost that is not included in the listed price.

Contact team Advaiya to schedule a consultation and learn more about how this implementation can enhance your service operations. Click on the ‘Contact me’ button and fill out the form, and our team will reach out to you.

At a glance

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