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Testing & Certification Services

A cleanroom testing and certification firm runs Field Service built around how it certifies.

  • Dynamics 365 Field Service
  • Custom App Development
  • Microsoft Azure

The problem

A testing and certification firm serving cleanrooms and healthcare facilities runs its field work on Dynamics 365. Its Field Service setup had to follow how certification work is actually sold, scheduled and delivered, with steady development capacity behind the platform.

What we did

Prismware led CRM planning and design with the firm's team, reviewed how its existing Dynamics 365 data was used, and mapped three end-to-end processes into the Field Service design: prospect to quote, service to delivery, and administration. Two dedicated Dynamics 365 developers then build and extend the platform every month.

The result

2
Dedicated Dynamics 365 developers, every month
3
Processes mapped: prospect to quote, service to deliver, administer to operate

The firm works from a Field Service design built on its own certification process. Two Dynamics 365 developers keep extending it every month, and its Azure usage is billed through Prismware on the same account.

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