Dynamics Software Battle card

CapabilitiesFieldOneDynamics Software Scheduling and Dispatch -Real Driving Directions, not point to point -Optimized Routes to meet time windows -Dispatch Technicians -Assignments based on skills -Balancing the Workload -Scheduled service times -Customizable scheduling board based on any criteria -List views, map views, hybrid views -Ability to allocate your people based on requirements and resources with Scheduling Assistant  Based on real time, GPS data -Drag and Drop Technology when using the scheduling board -Schedule Alerts  Can prevent specific scheduling events (like those triggering overtime), by issuing a warning, or suggesting a way to avoid excess cost  Can be configured by customers -Service Centers  optimizes scheduling by balancing capacity, skills, working hours and client distance from locations -Can schedule and manage multiple resources working together on a job -Scheduling -Graphical scheduling based on skills, requirements and certificates -A filter- and setup section for selecting the resources and the period to show. -A graphical section where the capacity reservations are shown. -A data section which shows the detail of the reservations sorted per origin -Real-Time capacity overviews -Partial rescheduling -Create daily or weekly schedules automatically or using drag and drop tools -Route-planning and task overviews by period, mechanic or region -Forecast of hours and items -Each production order or project is displayed with its own color for easy recognition of related reservations and additional information per reservation is displayed in the graphical overview -Allows the user to define their own text on the scheduled activities as well as the tooltip that is shown when hover over the different scheduled activities -Standard and simplified helpdesk screen for registering -Standard repair entry form for fast service request entry -Flexible request-status schema -SLA deadlines per status - notifications on status (escalation) -Logging of changes -Monitoring progress and statuses -Routing -Complaint classification, crediting -Color coding and visual icons providing insight into urgency and status -Integrate information about personnel qualifications, certifications, and experience into work assignments -Automate crew calendars and time keeping -Generate individual performance timecards -Microsoft MapPoint integration -GPS tracking to locate resources graphically -Work Orders -Actual usage registration -Flexible invoicing after assignment completion -Multiple work orders per service request -Documents for assignments -Logistic support via sales module -Workshop “baseline”, capacity in resources, including planned maintenance. -Closely integrated with the sales module -Track resource commitments -Match tasks to the best available resources -Generate work orders -View and manage work orders by customer, location, schedule, or assigned resource

Automated Routing -Balances many different factors when routing(SLAs, route conditions, location, skills, expertise, and customer preferences) -Uses a FieldOne developed routing engine that uses algorithms to compare potential outcomes -Support global networks in multiple languages -Manually override automatic scheduling decisions as needed -Street Level Routing (SLR) -View optimized schedules on virtually any mobile device with native apps for all major mobile platforms -True Cloud on-demand resources including CPU, memory and disk and real-time failover protection -Optimize the schedules of both employees and partner resources in a single system -Resides in Microsoft Azure data centers meeting all major compliance requirements Service Agreements -Manage terms and conditions -Apply different billing rates -Manage automated renewals -Track asset location, maintenance needs, and repair history using barcodes or serial numbers -Track warranties against assets - Recurring PM schedules -Special pricing -Agreement, recurring, billing -RMA, RTV, Equipment management -Manage contracts, including Service Level Agreements (SLA), periodic invoicing, revenue recognition and price agreements -manage terms -apply different billing rates for different types of work and materials -manage SLAs -maintain relationships among customers and locations -automate escalations and invoicing -Track warranties against assets -provide field staff with visibility into terms and expiration dates -ensure that service and billing conform to warranty stipulations -RMAs and RTVs -Contract quotations/confirmations -Independent invoice schedule -Unit volume for forecast correction -Flexible project integration -Used service points -Preventive maintenance schedule per contract -Invoice scheduling per contract -Travel expenses template -Request handling template with SLA -Unlimited number of service objects -Service object log -Specification coverage components -Service request overview and functionality -Automatic crediting in case of “turning back the clock” when a contract is preliminary ended -Project forecast based on set-up/object type usage volume -Financially integrated with projects without overhead -Invoicing in advance with posting in correct financial period -Contracts may be extended for another period, using new or old price agreements -Batch and bulk postings Project Management-project control -multiple project types

Mobile-Native Apps available for iOS (iPhone, iPad, iPod Touch), Android (phones or tablets), Windows Phone, Windows 8.0 and 8.1 RT, and browser versions for all of your legacy mobile platforms -Central management and development console Features no code customization -Full Offline capabilities -View and update accounts, contacts, products, work orders, schedules, customer equipment, leads, opportunities, and activities -Update Personal or Team Schedules - Photo capture for “before and after” job or any other entity -Full mapping and direction capabilities - Attach files to work orders or other entities - Update status and other job related Information - Update and complete service tasks - Record materials used (with pricing automatically applied) -Multi-Currency Support -Multi-Region Support -App based mobile payments -Bar Coding -Employees and partners can set their own working time from within the mobile application or request time off to be approved by a manager -All relevant customer information can be viewed on the mobile device -Direct access to service object data and warranty information -Complete service tasks including the ability to take picture from the item repaired -Review historical information of previous service tasks -Complete hour registration for as well direct as indirect activities -New orders can be created directly on the mobile device - Insight in required resource capacity versus available resource capacity -Agenda to view service tasks -Accept/Reject the service tasks -Travel to the customer location -Navigate to the customer location -Access to customer, service object, service contract and service task information -Add materials, like spare parts, update VAN inventory -Send and receive inventory transfer orders -Add materials with barcode scanner -Complete hour registration for service task and non-service task related work such as indirect hours -Entering notes per status -Signature capture per order or per location -Capture and store pictures -Relevant customer information can be viewed on mobile device -Access to fields object ID, object description, serial number and the object warranty end date -View basic contract information, like the contract type, the contract type description, the start/end date and the contract remarks -Access to service task fields: task ID, task description (event code) start date/time based on task Service Level Agreement. -Service call fields: subject, message, start date/time and the amount of planned hours on the device. -Indirect tasks / time / stopping the order whilst working on it -Register end-time -Add material to service task and send to mobile device -Add material from list (inventory) by the engineer on-site (on mobile device) -Update inventory level of the engineer’s warehouse on to the device -Consume, order or return spare parts -Limit the list of items the engineer can use in the mobile device -Receive spare parts send from the main warehouse and/or send them back -Complete questionnaires such as checklists or inspection lists -Enter travel time -Enter current mileage -Send from service task to mobile device (list of activities) -Capture customer signatures -Combination of back office status and mobile field service status to determine whether a service engineer is still traveling or has arrived on-site -Updates from mobile device to AX -Historical information of the service object is available on the mobile device -Relevant task field such as statistical codes, note fields, object number, warranty date and contract end date are available on the mobile device

CRM-Powered by Microsoft Dynamics CRM -Natively integrated with your field service solution to make a single, unified system -Microsoft Dynamics AX Sales and Marketing Role Centers Lead Management Opportunity Management Web-enabled CRM data Sales Management Sales Force automation Marketing Automation Social Collaboration-Ability to connect using personal and team profiles, directories, org charts, status updates, sharing, liking, commenting, following, groups, document collaboration -Communicate with Voice, Video, IM, Discussions, or including native integration with Skype Inventory Management -Real-time updates to ensure inventory is accurate -Ability to manage inventory and update stock history for any location Multi warehouse/ truck -Ability to integrate with an ERP System -Full journalizing -Allocation -Add material from list (inventory) by the engineer on-site (on mobile device) -Update inventory level of the engineer’s warehouse on to the device -Consume, order or return spare parts -Receive spare parts send from the main warehouse and/or send them back -Add materials, like spare parts, update VAN inventory - Add materials with barcode scanner -Classify assets with barcodes and serial numbers -track asset location and maintenance needs -repair history -track warranties against assets -track service stock accurately at mobile and fixed locations -Adjust inventory records automatically based on field use or en route purchasing -effectively forecast materials requirements -take advantage of bulk just in time ordering - Use powerful inventory management tools to improve forecasting and planning, match supply with customer demand, and create sales and purchasing forecasts based on specific items and time periods. -Supply chain management Knowledge Base-provides ready access to product manuals, technical support documentation, maintenance histories, repair notes, announcements -Single point of access for all information Business Intelligence-interactive graphical scorecards and dashboards -variety of tables, charts, and views to visualize data in a way that best suits your purposes. -Out of the box reports and business user-friendly tools for custom reporting -Sophisticated predictive analysis, segmentation, and recommendation algorithms - Access data from any third party source -graphic representations of real-time business insights that can be modified and expanded upon. - capabilities in data cleansing, deduplication, and profiling functionalities -Create reports based on pre-defined cubes, such as those for financials, expense management, project accounting, production and human resources -SQL Server Report Builder, SQL Server Report Designer -Analytic Reports -Permissions based access Automated Communication (IVR) -Schedule an SMS or IVR (Interactive Voice Response) activity and set a time when you want to send it

Portals-Partner Portals Partner access to relevant functionality Internal access to all partner activities -Customer Portals Customer self service Customer access to documentation Targeted messages based on customer’s interests and preferences based on past transactions -provide customers with self-service capabilities including… Work order status New work requests Through Integration with SharePoint services

TechnologyFieldOneDynamics Software Platform-Microsoft Dynamics xRM Framework -Native connection to Microsoft Outlook, Office, Office 365, Microsoft SharePoint, Windows Azure, Skype -Multi-currency capability -Available in more than 41 languages -Built on Microsoft Dynamics AX Configuration-Point and click customizations -Central mobile development tool Mobile Technology-No code customizations Uses point click interface -Security Capabilities No middleware -Mobile Device Management Tools Divide mobile devices into groups and apply different security rules -Mobile Application Management Tools Lock the application remotely with just one click Wipe out data from the app remotely Business hour restrictions Deployment Options-True Cloud Deployment dedicated cloud on Microsoft Azure and multi-tenant cloud through Microsoft Dynamics CRM Online -On-Premise Deployment -Hybrid Deployment Infrastructure-Microsoft xRM platform has been benchmarked at 150,000 concurrent users -Multi-tenant offers a 99.9% uptime SLA -Microsoft guarantees external connectivity at least 99.95% of the time. Integration-Integrated platforms include… SAP R/3 mySAP SalesForce.com Oracle ERP (Siebel) Oracle CRM Dynamics AX Dynamics NAV Dynamics GP Dynamics SL -Microsoft Dynamics AX Production Control -Microsoft Dynamics AX Project Management and Accounting -Microsoft Dynamics AX Human Resources -Dynamics Software Service Management for Microsoft Dynamics AX -Microsoft Dynamics AX Accounts Payable -Microsoft Dynamics AX Accounts Receivable -Microsoft Dynamics AX Sales and Marketing -Microsoft Dynamics AX Procurement and Sourcing