Dynamics 365 Field Service Integrations

The Asset Guardian (TAG) Mobi: Tackle Downtime with TAG Mobi TAG Mobi is a fully embedded preventive maintenance and asset management (EAM) solution within Microsoft Dynamics 365 Business Central. Designed for modern manufacturing and infrastructure operations, TAG Mobi helps reduce risk, minimize downtime, and streamline maintenance workflows—all from within your existing Business Central environment. From proactive asset health monitoring and predictive maintenance to real-time mobility and AI-powered adoption tools, TAG Mobi equips maintenance teams with everything they need to boost performance and take control of asset operations. Key Features: • Fully embedded in Microsoft Dynamics 365 Business Central • Real-time mobile access for on-the-go asset tracking • Predictive maintenance to reduce unplanned downtime • AI-assisted onboarding for faster adoption • Advanced APM tools to monitor asset health and anticipate failures No silos. No extra software. Just a seamless, native experience that empowers maintenance teams and provides managers with the insights they need—right inside Business Central.

Resco Inspections+ is a versatile digital solution designed for industries like construction, manufacturing, oil and gas, nonprofits, utilities, and property management. The platform helps organizations move away from paper forms by transforming audits, inspections, surveys, and checklists into fully customizable digital workflows. With native integration with Dynamics 365 and Salesforce, it allows you to extend CRM/ERP data beyond the office, ensuring you can collect and update field data effortlessly. The offline-first architecture is essential for environments where connectivity is unreliable, such as remote oil rigs, construction sites, garages, or even crowded cities. Field technicians, auditors, and inspectors can capture critical data without interruption, and the advanced sync engine ensures it syncs automatically once a connection is available. Inspections+ includes a drag-and-drop questionnaire builder with smart questions, business logic, rules, and media capture, enabling easy no-code customization for safety checks, compliance reports, or trial audits. With real-time data insights, organizations can streamline processes, reduce errors, and make informed decisions on the go.

Rayven is a complete SaaS platform with no-, low-, and full-code capabilities, enabling rapid creation of AI tools, applications, and automations - without disrupting your current tech stack. - Start for free using AI prompts, visual builders, templates, or your own code to: - Quickly develop apps and automations from scratch or using ready-made templates - Integrate with existing systems, unify real-time data, and deploy AI across operations - Improve processes without removing or risking legacy technology - Align IT, ops, and product teams on a shared platform for faster delivery Rayven is built for technical and non-technical users alike, offering a single, cost-effective solution to go from idea to live deployment - fast.

You can get more done in a shorter time with a connected team. Information is just a click away. On-demand reports are available to track everyone's performance. Collaborate with suppliers and technicians by creating a hub of knowledge. You can plan tasks quickly, track deadlines, analyze the results, and then optimize preventative maintenance plans. You will have more time for the operational part of your job, which means less paperwork, phone calls, and texts. Reach out to suppliers and technicians directly in the field to reduce work time and eliminate inefficiencies. You can increase your resources, prevent breakdowns, and reduce intervention times by reducing productivity losses and inefficiencies. Tieni tutte le informazioni sui tuoi asset organizzate in un unico posto e accessibili in pochi clic. Aggiungi piani di manutenzione, controlla la cronologia, inserisci documenti, check-list e liste di materiali.

One app for all your field service needs. A quick demo will show you the power of enterprise data collection and reporting. Maximize efficiency and productivity in your teams. Planning and scheduling are key to maximizing your team's potential for success. Obzervr Manager can create work orders for each shift or have them pre-populated by your Business Systems. To automate and streamline field resource planning and work allocation, you can populate Rosters, Shifts and Crew information in your existing business systems. Schedule work and publish it to individuals or teams. Teams can collaborate and share their knowledge with real-time updates of schedules. The Operator or Team receives the work. Productive. Connected. Connected.

Azumuta is an all-in-one system to digitalize your shop floor operations. Become a paperless factory, save time in manual data entry, and prevent errors by creating and managing digital work instructions, audits, employee training, and quality management reports from a single platform.

BUILDFitters is a cutting-edge construction management software designed to streamline and optimize the entire lifecycle of construction projects, specifically tailored for Architecture, Engineering, and Construction (AEC) firms. Powered by Microsoft Dynamics 365 and the Power Platform, BUILDFitters offers a unified, end-to-end solution that simplifies complex workflows—from sales and estimating to project execution and post-construction closeout. This comprehensive platform enables teams to automate proposal generation, track bids, manage schedules, allocate resources, and control documents efficiently, ensuring projects stay on time and within budget. The platform's mobile capabilities allow field teams to update timesheets, upload photos, and communicate seamlessly with office staff in real time, enhancing transparency and collaboration on the job site. BUILDFitters integrates smoothly with Microsoft tools like Outlook, SharePoint, and Azure, creating a cohesive ecosystem supporting better communication and data sharing across departments. Its powerful analytics, driven by Power BI, provide actionable insights into project performance, helping companies identify risks, streamline processes, and make data-driven decisions. BUILDFitters is highly scalable and customizable, making it suitable for businesses of all sizes and a broad range of industries including civil engineering, HVAC, roofing, renewable energy, and more. By adopting BUILDFitters, companies benefit from improved efficiency, enhanced collaboration, and greater control over complex construction projects. Trusted by numerous firms in the AEC sector, BUILDFitters empowers organizations to deliver higher-quality projects faster and with increased profitability.

Utilize insights from Dynamics 365 Field Service or gather asset details and seamlessly connect them with the Microsoft Power Platform or various enterprise applications. Minimize travel expenses and avoid delays by conducting remote inspections that incorporate videos, screenshots, and annotations directly on your devices. Additionally, you can initiate the Dynamics 365 Remote Assist mobile app right from a Field Service mobile booking and record call details in the timeline of the corresponding work order for better tracking and efficiency. This integration not only streamlines your operations but also enhances overall service delivery.

Quickly access all pertinent content, no matter where it is stored. By integrating AXtension® Content Gate with your Microsoft Dynamics 365 environment, you can establish a unified source of truth for all organizational content. Designed for every team member, AXtension® Content Gate facilitates efficient management and sharing of content through a centralized platform. With just a single click, you can view all essential content associated with your Microsoft Dynamics 365 applications in one comprehensive overview. Streamline your business processes by implementing a standardized method for storing content swiftly and effectively. Select the storage solution that aligns best with your document needs. Effortlessly add content to AXtension® Content Gate by dragging and dropping files or automatically store them using the API through seamless integration with the Microsoft Power Platform. Ensure the security of your files by managing access to documents according to organizational roles, enhancing both collaboration and confidentiality. This approach not only simplifies content management but also empowers teams to work more efficiently together.

Enhance the efficiency of your agricultural operations by monitoring inventory, scheduling seasonal crops, and managing expenses and workforce using AgriERP. Whether you manage orchards, vegetable plots, livestock, sowing operations, poultry, or ranches, our premier Agri ERP solution helps you optimize your farming and field activities. Take advantage of this opportunity to boost productivity, reduce waste, and maintain complete oversight of your operations. AgriERP empowers you to evolve your farms and ranches into advanced smart farming systems. Our robust research and development team stands out in the Agri-Tech sector, having effectively deployed numerous ERP and agricultural software solutions tailored for both small-scale and large-scale farms. The success of AgriERP stems from its foundation on Microsoft Dynamics 365, which has been meticulously adapted to meet the distinct operational and managerial requirements of various agricultural enterprises. By choosing AgriERP, you invest in a future where your agricultural processes are more integrated and efficient than ever before.

Introducing Ema, an all-encompassing AI employee designed to enhance productivity throughout every position in your organization. Her user-friendly interface inspires confidence and ensures precision. Ema serves as the essential operating system that enables generative AI to function effectively at the enterprise level. Through a unique generative workflow engine, she simplifies complex processes into straightforward conversations. With a strong emphasis on trustworthiness and compliance, Ema prioritizes your data's security. The EmaFusion model intelligently integrates outputs from various leading public language models alongside tailored private models, significantly boosting productivity while maintaining exceptional accuracy. We envision a workplace where fewer mundane tasks allow for greater creative exploration, and generative AI provides a unique chance to realize this vision. Ema effortlessly integrates with hundreds of enterprise applications, requiring no additional training. Furthermore, she adeptly interacts with the core components of your organization, including documents, logs, data, code, and policies, ensuring a harmonious workflow. By leveraging Ema, teams are empowered to focus on innovation and strategic initiatives rather than getting bogged down in repetitive tasks.

Atfinity is a celebrated no-code platform tailored specifically for financial institutions, enabling them to automate, orchestrate, and enhance client processes effortlessly. With its user-friendly no-code framework, Atfinity allows for the rapid creation and deployment of customized automated workflows, addressing unique needs efficiently. This innovative approach facilitates the construction of processes in mere days rather than months, while modifications can be implemented within hours instead of days. Such agility ensures that organizations can swiftly adapt to changing demands and respond promptly to regulatory shifts. Furthermore, Atfinity boasts a robust suite of services that ensures smooth integration with core banking systems as well as KYC, KYB, and AML tools, fostering a cohesive operational ecosystem. During the onboarding of new clients, the API Framework effectively connects Atfinity with CRM systems, ID verification providers, and document management software. When a new client record is established in the CRM, Atfinity automatically initiates the ID verification process and produces welcome documents upon its conclusion. The platform adheres to stringent security protocols, being ISO27001 certified, ensuring that client information remains safeguarded at all times. Ultimately, Atfinity empowers financial institutions to streamline their operations while maintaining the highest standards of security and efficiency.

Effortless sales and field service territory mapping for Dynamics 365, Power BI, and Excel is achievable with our top-rated solution on Microsoft AppSource. EasyTerritory stands out as the premier web-based mapping software specifically designed for managing sales territories, planning service capacity, and providing geospatial business intelligence integrated with Microsoft Dynamics 365, Excel, and Power BI. For those not utilizing Dynamics 365, EasyTerritory remains versatile, also supporting Excel, Power BI, and SQL Azure. This powerful tool is utilized across various sectors, including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our mission is to simplify the challenges associated with territory mapping and management. With EasyTerritory, sales managers gain the ability to create and adjust their sales representatives' territories seamlessly on an interactive map, enhancing operational efficiency and strategic planning. As a result, organizations can better optimize their resources and drive sales performance.