Realize ROI From ERP and Field Service Integration by Working With Expert Consultants 

When you integrate field service management with your ERP system, you can greatly increase the business value of your investments in field service operations and technology. Predictive maintenance, more productive field service teams, and happier customers are some of the main reasons for such an integration.

However, of the multiple approaches to connecting your technology environment, some will make more sense for your operation than others. Consultants who understand your business as well as the technologies involved can make a huge difference in the success of an integration project. Let’s take a look at how Sikich works with you to accomplish this. 

Integration: conceptually simple, practically intricate and far-reaching 

Microsoft has published guidance and learning resources to help IT teams understand the considerations and steps involved in a successful Dynamics 365 ERP and Field Service integration. However, it’s not realistic to expect that generalized documentation, however accurate and up-to-date, can capture the intricacies of specific technology environments in companies that provide field service. Maybe you need to first modernize your ERP system, replacing a legacy solution or upgrading to the latest version, before you go ahead with integrating field service management. Then, the ERP system needs to be optimally configured to support your business processes, and maybe even these processes themselves could benefit from optimizations. If you have not yet implemented a solution for managing field service and are relying on paper-based workflows, nonspecialized productivity software, or custom software, you also have to plan the right path to get from the status quo of field service management to a desired state that takes full advantage of modern technology. 

The business case for knowledgeable integration consultants 

Sikich has performed many successful field service management and ERP integration projects, often including Microsoft Dynamics 365 Business Central (or another ERP solution) and a comprehensive field service software like Microsoft Dynamics 365 Field Service. In decades of practice and continuous innovation, Sikich has worked for many clients who manage, sell, rent, or lease equipment and machinery—either in their own operations or serving customers—and for whom field service is a business-critical activity. These include manufacturers, engineer-to-order companies, distributors, dealers, leasing firms, construction companies, security installers, electricians, roofers, and others. 

Your Sikich consulting team understands the operational and technical challenges and complexities of field service management. We have the expertise to help you choose, deploy, and integrate the best-fit ERP and field service management solutions. Following an integration assignment, you can rely on us to assist your team members and keep your technologies running at top performance with IT managed services, strategic consulting, or issue-based support. 

Designing an integration that suits your business 

Given that there are many possible ways to modernize and integrate your technology environment, we first learn about your individual business and what you aim to accomplish. Clients receive a thorough overview of our solutions, integration capabilities, and project approach, and we try to make the conversation as meaningful and specific as possible. Instead of giving you a generic demo, we prefer to incorporate your data and processes, so you can get a good idea of how a software solution or integration would work in real life, in your own environment. That can also give you a realistic idea of the ROI and other benefits of the solutions and integrations we deliver. From there, it’s a small step to an informed decision or to a larger proof-of-concept engagement. 

Treating integrations as strategic assignments, not simple technical projects, involves delving into the business roles that would be impacted by integrated ERP and field service. We talk with your service, executive, and technical stakeholders to understand their concerns and offer a solution that helps them do their jobs. As we design integrations and data flows, we make certain that they fit your business processes and roles, securely and reliably delivering the right data to the people who need it. As a consequence, they can make a huge difference in how productive and customer-responsive your employees are. 

Consistent team of accountable experts 

On your integration project, we do our best to keep the consulting team consistent. Instead of changing contributors passing on information to their colleagues as the effort proceeds, we prefer to keep Sikich solution architects and other experts involved from the early fact-finding through building and testing the integration, to handing it off to your stakeholders and users. You can develop professional relationships with experienced, knowledgeable people who share your priorities. 

As we develop your integration, we keep it robust, resilient, secure, and scalable, so it remains intact when you upgrade your ERP or field service software, add additional software capabilities, or your business grows in terms of users, customers, equipment delivered and supported, field service models, or in other aspects. When it makes sense to do so, we bring in data analytics, AI, cybersecurity, and transformation experts from the Sikich organization to consult with you and help align your technology with your objectives. 

Advancing to equipment lifecycle management 

For many companies running field service operations, full-fledged equipment lifecycle management may be the next step in serving customers and growing their business. We have helped many clients elevate the value of the assets of external and internal customers by deploying and configuring Equipment Lifecycle Management on a foundation of Microsoft Dynamics 365 Business Central.  

ERP, field service, and asset management integration projects may offer other valuable integration opportunities. For example, we may integrate your field service and ERP platform with the Microsoft Power Platform, especially Power Automate, to simplify and accelerate processes. Or, we may deploy and connect Microsoft Copilot Studio with field service, asset management, and ERP, so you can create AI agents to handle routine tasks accurately and dependably. While we keep to the solution standard and use Microsoft-provided APIs as much as possible, we will customize solutions and develop new APIs if that makes best sense for your operation. 

Take the next step 

When Sikich helps you deploy and integrate your field service management and ERP solutions, you likely will generate a range of beneficial outcomes in productivity, service profitability, and customer satisfaction. In the course of an integration project, we offer suggestions and help you modernize your technology environment and chart a smooth path from manual field management and business processes to digital enablement and automation. You can deploy comprehensive equipment lifecycle management as part of your initial implementation and integration project, or later. A successful field service management integration project managed by Sikich consultants can serve as a template to spur transformative technology collaborations that help you speed toward your business goals. 

To learn more or move forward, you can: 

• Read about the main benefits of integrating ERP and field service management. 
• Contact us. 
• Find out about Sikich ERP services. 
• See which ERP solutions we support.