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

Duration of webinar: approx. 35 minutes

How can companies implement an end-to-end process when customers need a binding cost estimate even before placing an order?

With Dynamics 365, you can seamlessly integrate Customer Service, Field Service, and Sales - for transparent, efficient, and data-driven workflows across all teams.

In this webinar recording, we’ll show you how to quickly capture service requests, evaluate them accurately, and convert them into transparent cost estimates using a streamlined, AI-powered core process. At the same time, this opens up new opportunities for your service and sales teams to add value directly within the process.

Learn how modern technologies, automation, and platform features in Dynamics 365 optimize this workflow, reduce manual steps, and provide a unified view of all information - from the initial inquiry through the quote to the service call at the customer’s site.

Contents of webinar on demand:

• The value of Dynamics 365 as an integrated platform for service and sales
• AI-powered end-to-end process for creating quotes