Microsoft Dynamics 365 for Field Service: Add-On Solution for Serialized Inventory

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Save Time & Money with Serialized Inventory for Microsoft Dynamics 365 for Field Service.

It doesn’t matter what your company does, or how large your organization is: no matter what, parts cost money. If you’re in the field service industry, trying to keep up with each of the many parts that make up your inventory is both incredibly important and exceptionally difficult. And, in the end, it’s not just your bottom line that you have to worry about. On top of the question of profit, you need to ensure that you’re keeping proper records in order to satisfy the requirements of various regulatory agencies.

If you’re already using Microsoft Dynamics 365 for Field Service, you’re way ahead of the game. Dynamics is an excellent way to make your routing and work order processes smoother. However, as a field service company, you’re also looking for a way to track your high value inventory at a serialized level, including everything from receipt of a component to its movement history.

JourneyTEAM offers the serialized inventory solution you’ve been looking for. We work with clients just like you in a wide range of industries: healthcare, aerospace, electrical, maintenance, and more. With our help, our clients are able to track every aspect of their inventory, including parts worth tens of thousands of dollars.


JourneyTEAM enables you to keep up with the entire lifecycle of every part in your inventory. We don’t catalog your parts in an index. With JourneyTEAM, you can track any and all of the following as they relate to your inventory:

  • Return to Vendor (RTV) receipts
  • Return Material Authorization (RMA) receipts
  • Work orders
  • Transfers and adjustments of inventory
  • Purchase order receipts
  • ...and more

How Can JourneyTEAM Work for You?
Let’s look at a case study to see what JourneyTEAM can do for your company.

A client in the medical devices service industry approached us with a problem. They hadn’t found a serialized inventory solution that would allow them to scale their company. They needed to track all aspects of their parts inventory. While Microsoft Dynamics 365 for Field Service had helped them make major improvements in their inventory tracking process, it didn’t fully met their needs when it came to regulatory compliance.

JourneyTEAM was able to create a customized add-on package for this client. We integrated our custom serialized inventory solution into their existing Microsoft Dynamics 365 for Field Service setup: it fit seamlessly together with their CRM, ERP, accounting, inventory management, scheduling, and more.

With our help, this client was able to transition to an entirely new system that actually fulfilled their needs. After working with JourneyTEAM, they were able to track every characteristic of the parts in their inventory: service, warranties, technician time, history, regulatory compliance, audits, and more.

JourneyTEAM’s serialized inventory solution is easy to use and designed to fit your specific needs. We’ve helped many clients over the years, and we’re ready to help you.


Why Work with JourneyTEAM
With our serialized inventory solution, you’ll see major improvements in company-wide processes. What can serialized inventory do for you? It can:

1) Cut costs and streamline every aspect of parts management

2) Save on time thanks to an improved user experience

3) Increase credibility by simplifying regulatory compliance

4) Significantly improve tracking of warranties and other important aspects of your inventory


As the only company offering a custom serialized inventory solution for Microsoft Dynamics 365 for Field Service, JourneyTEAM is the obvious choice for your inventory needs. Contact us to learn more.


Article by: Dave Bollard - Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.

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