Sopris Systems

A Mobile Field Management Solution for an Experienced Microsoft Service Industry Partner


THE CUSTOMER

Sopris Systems specializes in providing Microsoft Dynamics solutions in the form of ERP and CRM software for the professional services industry such as architecture, engineering and construction (AEC), management and IT consulting and field services industry.

THE PROBLEM

Sopris Systems required a mobile field management app for Dynamics AX in the AEC Industry that could help them streamline their field operations as well as reduce errors in integrated processing, through real time information accessibility and availability.

FOLIO3 SOLUTION

Field Services App prepared by Folio3 provided Sopris Systems with the following features:

  • View all Service Orders sorted by date
  • One-touch approval / rejection capabilities for any AX workflow type
  • Get instant alerts for pending workflow approvals through Push notifications
  • List and Edit Service Orders (SO)
  • Make Attachments with SO
  • On screen signature in SO
  • Add/Edit multiple SO Lines (4 different types Task/Items/Expenses/Fees/) in SO
  • Make Attachments with SO Lines
  • On screen signature in SO Lines
  • Data forms can be associated with SO Lines
  • Attachments could Audio/Video/Image/File/Notes
  • Real-time data add/update to AX server
  • Check out/in SO (real time from AX server)
  • Offline Support
  • SO/Contact/Customer : Able to launch the device phone dialer, SMS/text, and email Apps
  • Search, Filters, Sorting
  • List CRM entities (Customer, Contacts, Activities, Projects)
  • Login via Dynamics AX users credentials
  • Depict Form/Field level Dynamics User Access rights

TECHNOLOGIES USED

  • Dynamics AX
  • .Net WCF Service
  • Net MVC
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