From cost estimate to service call: How Dynamics 365 Sales, Customer Service, and Field Service merge into a continuous process

Duration of webinar: approx. 40 minutes

How can companies map a consistent process when customers need a binding cost estimate before placing an order?

Dynamics 365 seamlessly connects customer service, field service, and sales for transparent, efficient, and data-driven processes across all teams.

In this webinar, we'll show you how to use a lean, AI-powered core process to quickly record service requests, evaluate them accurately, and convert them into transparent cost estimates. At the same time, your service and sales teams will gain new opportunities to create added value directly in the process.

Learn how modern technologies, automation, and platform features in Dynamics 365 optimize this familiar process, reduce manual steps, and provide a unified view of all information—from the initial request to the quote to the service call at the customer's site.

Topics at a glance:

• Added value of Dynamics 365 as an integrated service and sales platform
• AI-supported end-to-end process for creating cost estimates