Field Service Software add-on for Microsoft Dynamics CRM

Technician Scheduling . Professional Services Automation (PSA). Contract Management . Job Costing . Time & Billing
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Microsoft Dynamics CRM
Microsoft Dynamics GP
 

Alert Software - Field Service add-on for Microsoft Dynamics CRM

Alert Software is an advanced CRM add-on for field service and technician scheduling integrated with Microsoft Dynamics CRM. The first thing you will notice is the common user interface between the two applications

Microsoft Dynamics CRM - Alert Integration

Standard field service, technician scheduling views you can access directly from Microsoft CRM add-on include;

  • Alert Incidents - Microsoft CRM add-on for Logging trouble tickets, field service calls, field service work orders, contact center requests
  • Alert Projects - Microsoft CRM add-on for Streamlining project service delivery, job costing, technician scheduling, task and timesheet collection
  • Alert Contracts - Microsoft CRM add-on for recurring billing, retainer agreements, managed service contracts, scheduled and preventative maintenance
  • Alert Account Products Installed Base - Microsoft CRM add-on for customer asset tracking and configurations
  • Alert Invoices - Microsoft CRM add-on for financial integration to Microsoft Dynamics GP and QuickBooks
Field Service Software for Dynamics GP
Microsoft Dynamics CRM Field Service add-on Screen Sample
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Alert Field Service Software for Microsoft Dynamics CRM as a MS CRM add-on

Alert field service software by Fieldpoint provides that level of data consistency by having account information, address records, and contacts in Microsoft Dynamics CRM integrate bi-directional to the same customer tables in Alert technician scheduling Software.

MS Dynamics CRM accountsAlert field service company accounts
MS Dynamics CRM addressesAlert field service addresses
MS Dynamics CRM contactsAlert field service contacts
Field Service Software for Dynamics GP
Microsoft Dynamics CRM Field Service add-on Screen Sample
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Alert Software Resource scheduling for Microsoft Dynamics CRM and field service MS CRM add-on

With Microsoft CRM and Alert software field service solution you have a dynamics crm system that will allow drag and drop scheduling of resources. This microsoft CRM add on will provide centralized field service and dispatch scheduling. Once the appointment in Alert field service software is created it can be integrated to Microsoft exchange via Alert software's integration module. This will allow consultants, or technicians to see and edit appointments in Outlook.

Then they can add labor, time, parts, expenses and signature capture directly from their Outlook client. This allows a disconnected update for professional services time capture for field service with ms crm implementations.

Field Service Software for Dynamics GP
Microsoft Dynamics CRM Field Service add-on Screen Sample
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Alert Software Mobile Field service for Microsoft Dynamics CRM and field service MS CRM add-on

Get close to where to your field data. After using Alert's technician scheduling software your technicians will be able to use their Windows Mobile or Blackberry device to enter labor, time, parts, and capture a signature. Carry a laptop with you all the time anyway, and have a connection to the internet. Why not use the Alert technician portal with your Microsoft Dynamics CRM implementation.

Your Dynamics CRM add-on field service software with provide the technician utilization reporting you have been looking for and much MORE FIELD SERVICE FUNCTIONALITY FOR DYNAMICS GP CRM...

Field Service Software for Dynamics GP
Field Service Software for Dynamics GP
Microsoft Dynamics CRM Field Service add-on Screen Sample
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Alert Software for Microsoft Dynamics CRM and project software MS CRM add-on

Alert software for MS CRM project software add on is one of the most powerful and configurable professional service automation systems. Project management "Best Practices" and techniques not only results in the delivery of quality service but distinguishes your companies services from those of competitors.

  • Project Resource planning and technician scheduling software
  • Technician and consultant mobile access. Get close to the data you need to collect
  • Microsoft Exchange support for Outlook client, web and PDA access
  • Inbound/Outbound Email Support
  • Customer time and billing
  • Workflow business rules to make sure your service policies are followed
  • Customization wizard for your specific service software implementation
  • Resource Utilization Analysis
  • Inventory/purchasing Integration for Microsoft Dynamics GP Great Plains
Field Service Software for Dynamics GP
Microsoft Dynamics CRM Field Service add-on Screen Sample
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Alert field service software for Microsoft Dynamics CRM passes the test

The Microsoft Dynamics CRM Test for ISV Solutions identifies applications that successfully integrate with Microsoft CRM. This specification was developed by Microsoft and to define the minimum requirements for an integrating application to operate within a Microsoft CRM environment.

The test specification is intended to ensure an application:

  • Integrates with CRM in a supported manner
  • Does not cause the CRM system to become unstable
  • Does not corrupt the CRM configuration
  • Does not restrict the functionality of CRM
  • Is likely to continue to function when CRM is upgraded to a newer version
  • Is likely to continue to function when a CRM update or service pack is applied
 
Read about Alert's Seamless integration to Microsoft Dynamics GP (Great Plains)  
 
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