Dynamics 365 CRM for Facility Management

Our specialists will tailor a Dynamics 365 CRM solution to meet your unique facilities management needs, connecting data to help you increase efficiency and strengthen relationships.

Modernised Management of Assets, Services and Relationships

Does your team struggle with outdated software, isolated data and repetitive administration tasks?

We help facilities management providers modernise CRM by implementing 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 develop a solution that is customised to your facility management needs, integrating 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. Embedded data insights will empower informed decision-making to strengthen relationships and drive operational excellence.

How our solutions deliver for CRM Facilities Management

Simplified Processes

We’ll adapt Dynamics 365 workflows to model your processes and enable intelligent automation.

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 your central hub for contract management and customer data visibility.

Triggered alerts will notify teams when emerging issues are detected so they can promptly act. By linking data and teams, service is delivered consistently and proactively without losing customers between systems.

Actionable Insights

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

Interactive visuals provide real-time visibility, helping you extract actionable insights and track critical metrics across your service contracts.

Mobile Access

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

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

Examples of contracts and processes we can help you manage

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

Client 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

Highly experienced consultants who will help you achieve in weeks what others may take months to accomplish.

Transparent communications and a collaborative approach with a commitment to 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 you 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. We offer three easy ways to get in touch.

Call us now on 0203 884 3804

Email hello@serversys.com

Complete the contact form below, and we’ll follow up shortly.