Microsoft Dynamics CRM is continuing to expand and improve through updates, new features and even whole new products being integrated. We’ve had a look at one of the new service offerings: FantasySalesTeam in Microsoft Dynamics CRM, which extends the sales capabilities of CRM. Microsoft also acquired FieldOne last year to extend the service capabilities.
FieldOne is a solution for field service management, which helps manage and streamline field agent activities. When installed (which has to manually be activated), it sits as a separate section of the Dynamics CRM ribbon, alongside Sales, Marketing, Service and Settings (and any other additional preferred solutions). While it has its own set of features, it also uses out-of-the-box CRM functionality, such as Workflows, Contacts, Dashboards etc.
FieldOne was created for businesses with field agents; those that go off-site to install, fix, inspect, deliver – anything on the road and out of the office. While these business could previously use Microsoft Dynamics CRM for this functionality with customisations, there is now out-of-the-box field service management functionality. FieldOne states that is aimed at businesses with 50+ field agents and complex scheduling needs, but if it is remains included with CRM Professional licenses, then any sized business should take advantage of this functionality.
At the moment, FieldOne is available as part of CRM Online Professional (and Enterprise). This solution is available as a preferred provider solution that your administrator can add from the Office 365 CRM Admin Center. There are plans to add this capability to CRM on-premise but no more information is currently known. On-premise instances will always experience a delay in receiving updates and new features due to how CRM releases work and Microsoft’s rapid release cycle – you can read more on this at Microsoft Dynamics CRM: Change your update approach.
FieldOne helps to automate and manage tasks that are commonly required of a field agent. As it feed into Microsoft Dynamics CRM, it means that you can take advantage of all the robust features within Dynamics CRM including the powerful reporting – as well as the field service-specific abilities.
The features of FieldOne include:
FieldOne is a powerful addition to the Microsoft Dynamics CRM family, bringing fantastic benefits for field service management. For those in field service management, it provides an out-of-the-box solution to allow these organisations to enjoy the above benefits that are tailored to their business. For all other businesses, it shows that Microsoft is continuing to expand its xRM solution into different verticals quickly and that we will no doubt see more additions in the future.