The Power of Three: Dynamics 365 CRM Customer Service, Project Operations, & Field Service

  • Monday, October 10, 2022:4:15 PM - 5:15 PM
  • Room: Osceola 5 - Convention Center, Level 2
  • Session Number:  660

Description

In this session, Microsoft MVP Scott LeFante and John Annunziato will discuss how Customer Service, Field Service and Project Operations, when implemented together, can compliment one another and provide a holistic service view. Scott and John will also discuss when best to utilize each of the three areas and demonstrate how you integrate the three areas within Dynamics to revolutionize your customer experience.

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Learning Objectives

Understand the current landscape and the disconnect between these three pillars
Evaluate the need and value of connecting Customer Service, Project Operations and Field Service functionality
Analyzing your data that's connected to transform your service organizations

Association

Handout(s)


Presenter
John Annunziato
Director, Project Operations Lead
RSM US LLP
Presenter
Scott LeFante
Director, Field Service Practice Lead
RSM US LLP