Streamlining Field Service Operations with Integrated Solutions

In episode 61 of the “Inside Dynamics Communities” podcast, Ryan Gonzales, Senior Sales Director of Dynamics Communities and Summit NA, and Pam Misialek, Community Director of Dynamics Communities and Summit NA, are joined by Nicholas Eparvier, Vice President, Channel & Alliances, Praxedo North America. The group discusses Praxedo’s ERP integration, how it was implemented to address pain points for a customer, and the benefits of the solution.

This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.

Key Takeaways

• Overview: Praxedo is a field service management software vendor that digitizes the entire process from work order creation to data collection, offering intelligent dispatching, automated scheduling, route optimization, and a mobile application for field service technicians.
• Addressing customer pain points: Nicholas shares a story of an HVAC field service company that faced major pain points due to disconnected accounting software and field service applications, leading to errors, incomplete billing, and miscommunication among stakeholders. The company needed to improve its information system to address these issues and support its growing operations. The client chose to use Business Central but found it lacked specific field service capabilities. They needed a cheaper, quick-to-implement solution with high functionality, which was provided through Praxedo’s standard integration to Business Central, connecting everything from quote to billing.
• Benefits from the solution: As a result of implementing Business Central, the client was able to streamline the process from quotes to billing and saw a seamless experience with all customer data mirrored between Business Central and Praxedo. Additionally, they were impressed by the route optimization module, which automates routes and work order management.
• Praxedo at Summit NA: Praxedo will be at Booth #1225 on Community Summit North America 2024. Nicholas encourages any Business Central user or those with field service activities.