Manage Assets, Services and Relationships

Does your team struggle with managing outdated systems, isolated data and repetitive administration tasks?

We help facilities management providers implement Dynamics 365, a comprehensive database to centrally manage contracts, properties, assets, and other critical service records on a secure and scalable platform.

Our team will collaborate with you to develop a solution that is customised to your specific needs, integrating your data and linking processes through intelligent workflows. By doing so, your team will have instant access and complete visibility of their accounts and managed services. Actionable data-driven insights will enable informed decision-making to strengthen your relationships and drive operational excellence.

Employees passing through an office entrance barrier

How our solutions deliver for CRM Facilities Management

Simplified Processes

We’ll adapt Dynamics 365 workflows to model your processes before implementing intelligent automation. For example, we can set up automatic survey invitations triggered by specific events. This will help you monitor customer sentiment and provide feedback to help continuously improve your operations.

Our consultants can integrate Dynamics with your other systems to connect data, ensuring seamless processing so your teams can focus on high-value work.

Proactive Account Management

We will configure Dynamics 365 as the central hub for complete contracts and customer data visibility, enabling aligned responses across your network.

Integrated alerts can automatically notify teams when emerging issues are detected so they can promptly act. By linking data and teams, consistent quality is delivered proactively without customers getting lost between systems.

Actionable Insights

We’ll help you uncover insights from your data to pinpoint opportunities for improvements and action.

Contextual dashboards will provide real-time visibility across your relationships and processes. Embedded Power BI visuals can enable you to interact with your data in new ways to extract helpful insights and track critical metrics across your service contracts.

Mobile Access

We configure Dynamics 365 and connected business apps for instant mobile access to sites, contractors, and performance indicators.

Check a job or record status and update records from anywhere. Our solutions include native Dynamics tools for integrated customer support, featuring case management, SLAs, escalations and routing.

The platform can also be integrated with your other systems to centralise owner information for coordinated ongoing maintenance scheduling and communications.

Examples of contracts and processes we can help you manage in Dynamics 365

We can help you implement Dynamics 365 CRM for facilities management to manage any relationship and workflow relevant to your organisation.

Frequent examples include site management, grounds maintenance, security services and more shown in the visual below.

Visualisation showing 8 examples of typical facilities management processes  that can be managed in Dynamics 365

Customer Success Story

Mitie: Automation Delivers Service Excellence

By implementing a CRM system tailored by ServerSys, Mitie, a leading facilities management provider, gained a unified view of its customers and contracts across regions.

Automating surveys and performance reporting enabled proactive account management, faster issue resolution, and consistent service levels. This transformed Mitie’s engagement and operational performance to improve customer retention.

“From the start, ServerSys impressed us with their ‘can do, will do’ attitude. We bombarded them with ideas which they took in their stride. In just weeks, they configured a fully integrated call centre.”

Mark Hazelwood, Operations Director, Miworld at Mitie.

Mitie case study image for Dynamics 365 showing Mite van in front of Edinburgh Castle

What you can expect

Experienced consultants focused on listening first and explaining in simple language.

Transparent communications and a collaborative approach focused on your success and building a long-lasting partnership.

Rapid timelines with the aim of delivering quick wins.

Customised solutions to fit your unique needs, developed through a consultative, customer-centric approach.

Ongoing support to transfer knowledge.

Proficient problem solvers committed to helping organisations maximise Dynamics 365 and Power Platform capabilities.

Enquire Now

Bring your business together on one trusted platform. Dynamics 365 and the Microsoft Cloud will give you complete visibility to optimise operations and strengthen relationships. Contact us today to explore how we can tailor your solution and receive initial advice.

Please fill in the form below, and one of our consultants will be in touch later today.