2019 RSM US LLP All Rights Reserved DYNAMICS

© 2019 RSM US LLP. All Rights Reserved.

DYNAMICS 365 FOR FIELD SERVICE Presented by: Zak Kruger & Brian Smith Thursday, August 22 nd | Houston, TX | Dynamics AX/GP UG © 2019 RSM US LLP. All Rights Reserved.

Introductions Zak Kruger Brian Smith Dallas, TX Austin, TX 8 Years of Enterprise Solution Architecture Experience 3 Years Dynamics Implementation Experience International Field Service Experience 3 © 2019 RSM US LLP. All Rights Reserved.

Agenda • • Product History Dynamics 365 Overview Field Service for Oil & Gas Demo ⁻ Service Dashboards ⁻ Work Order Life Cycle • • Receiving a Call and Creating Work Order Scheduling and Dispatching Service in the Field – Mobile Application Reviewing Completed Work Orders • Q&A 4 © 2019 RSM US LLP. All Rights Reserved.

History of Dynamics 365 for Field Service • Field. One Sky (F 1) was the leading Field Service add-on for Microsoft CRM (D 365 CE) for 10 years when it was purchased by Microsoft in 2015 • F 1 was specifically designed to be powered by the Microsoft Dynamics CRM platform from the beginning • Microsoft took it a step further and redesigned it to be more embedded within the core CRM application and now we have D 365 for Field Service • One Application for: ⁻ ⁻ ⁻ Sales Marketing Customer Care Field Service Project Service Automation 5 © 2019 RSM US LLP. All Rights Reserved.

Dynamics 365 6 © 2019 RSM US LLP. All Rights Reserved.

Field Service for Oil & Gas Where does this fit in our company? • Installations • Resource Management ⁻ Skills ⁻ Certifications ⁻ Work Hours • Servicing customers equipment • Customer Asset Management ⁻ Parent/Child Assets ⁻ Contracts • Contracts/Agreement Management 7 © 2019 RSM US LLP. All Rights Reserved.

Field Service for Oil & Gas • Provides 360 view of all aspects in daily operations • Improve Customer Satisfaction and productivity via Digital Transformation • Features: ⁻ Io. T capabilities ⁻ Native mobile app (offline support) 8 © 2019 RSM US LLP. All Rights Reserved.

FIELD SERVICE DEMO © 2019 RSM US LLP. All Rights Reserved.

Microsoft Dynamics 365 for Field Service Master the service call Technicians Operations © 2019 RSM US LLP. All Rights Reserved. Customers

Work Order Life Cycle Invoice & Inventory Adjustment 11 © 2019 RSM US LLP. All Rights Reserved.

12 © 2019 RSM US LLP. All Rights Reserved.

13 © 2019 RSM US LLP. All Rights Reserved.

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