Microsoft Dynamics 365 for Field Service - Custom Serialized Inventory Solution

by Naveen Pant SEO & Digital Marketing

Improve outcomes and save money
Are you responsible for a large organization with many employees? Do you run a small, niche business? No matter what the specifics of your situation might be, one thing holds true: every part in your inventory costs money. Keeping track of those parts is important for your bottom line, and it’s often easier said than done. Just as important as profitability, though, is the fact that your company needs to adhere to various regulatory standards and guidelines. Without a streamlined solution for serialized inventory, doing so can be a challenge.

If you’re like most of our clients who are using Microsoft Dynamics 365 for Field Service, you know how helpful the software can be. But, you’re also aware of its limitations. While it can improve your ability to streamline the dispatching of work orders and routing, you’re likely looking for a solution that will allow you to regulate your company’s parts at a serialized level: one that makes it easier to track your high value inventory.

At JourneyTEAM, we provide a custom serialized inventory solution for clients in a variety of industries, including electrical, maintenance, healthcare, heavy industrial equipment, and more. Our clients use our custom solution to keep up with every facet of their organization’s inventory, including parts that are worth many thousands of dollars. Our software solution makes tracking your inventory easier than ever.

Follow Your Parts Throughout Their Lifecycle

With JourneyTEAM, you can follow each and every one of parts at all stages of their lifecycle. Using our custom software, you’ll be able to track:

· Work orders

· Purchase order receipts

· Inventory transfers

· Inventory adjustments

· Return to Vendor (RTV) receipts

· Return Material Authorization (RMA) receipts

· ...and more!

Our Custom Solution

JourneyTEAM works one-on-one with clients to design solutions that fit their specific needs. A case study illustrates how this works.

Not long ago, a medical devices service industry client came to us in need of an improved inventory tracking solution. They’d switched to Microsoft Dynamics 365 for Field Service some time ago, and while they were fairly happy with it, the software wasn’t meeting all of their needs. They were looking to scale their organization, and they needed a software solution that would allow them to maintain regulatory compliance.

After assessing their situation, JourneyTEAM designed a custom software solution and integrated it with their existing systems. We made sure that our software integrated with their ERP, CRM, inventory management, accounting, scheduling--in short, every aspect of their business.

Thanks to JourneyTEAM, this client finally had a serialized inventory solution that did everything they needed it to. They could track their parts’ service history, warranties, regulatory compliance, technician hours, and more.

We specialize in creating serialized inventory systems that are quick to integrate and easy to use. You can’t go wrong with JourneyTEAM.

Custom Serialized Inventory Solution for Your Company

Are you ready to experience significant improvements in all aspects of your business? A JourneyTEAM custom serialized inventory solution can:

1) Save your company time through a streamlined, easy-to-use interface

2) Make regulatory compliance easier than ever

3) Reduce your costs by improving parts management efficiency

4) Help you track warranties and other aspects of your inventory

Contact JourneyTEAM Today

Are you ready to find out more about how JourneyTEAM’s custom serialized inventory solution can work for you? Contact us today and find out how we can help your organization succeed.

Dave Bollard
JourneyTEAM – Utah and Tennessee
ERP, CRM, Dynamics 365, SharePoint, Cloud,
Microsoft Gold and Okta Top 20 Worldwide partner.