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CBSi provides strategic business insight, objective analysis, and the technologies to help streamline our clients' business, increase their profitability, quality, competitiveness, cash flow, and overall ease of doing business.


We implement and customize world-class business software solutions applied with business and technology expertise from our seasoned professionals. The core to our success is 30 years in business, and the experience of our team has improved the performance and profitability of hundreds of companies. Our  most experienced ERP implementation professionals have an average of 24 years of ERP experience per person and their average tenure at CBSi is 14 years.

This business experience across numerous industries, combined with a proven methodology, application of sound technologies, a commitment to quality, and a client-centric focus provides the highest assurance that a project put in our hands will be successful.

ERP software

Software Setup & Training

agile software development lifecycle

Design and Development

Modern interior of server room in datacenter. IT Engineer in Action Configuring Servers

Hosting in the Cloud

Exceptional People... Proven Solutions


Dynamics 365 Field Service is designed for companies that specialize in on-site installations and repair services with features that ensure it is an end-to-end solution for all areas of business: Operations, Technicians, and Customers.

Watch the video to learn more about using Field Service work orders, scheduling, mobile app, reporting, and more.

Key Benefits

Engage the customer

Customers stay informed throughout the stages of the service request and receive regular status updates. They also receive information on the technician details and accurate arrival time. Live tracking of the technicians allows them to have a clear visual on how to plan for the service visit and not have to put the day on hold.

Empower Technicians

With the Field Service Mobile application, your technicians have a visual on customer details as well as any pertinent historical data.  They are provided with all of the information they need to locate the job site and what work needs to be performed. They are able to work within the Mobile app online or offline, allowing them to work more efficiently and save time during and between service locations. Any information they enter while working offline will be sent to the server next time they are online.

Dynamics 365 Field Service

 

Drive Operational Efficiency

Improve productivity by using Dynamics 365 Field Service schedule board that allows users to plan, dispatch, manage all resources, and open/unscheduled work orders in an easy to use interface. This helps to ensure the right resource are dispatched at the right time to the right place—with all the tools needed for success.

Be able to fit in more appointments each day with the use of optimized work order scheduling. Dynamics 365 Field Service will automatically create, schedule, and dispatch work orders.

Contract Management

Easily manage service agreements, including recurring service visits, contracts, installed products, and warranties across customers and locations.

Inventory Management

Manage inventory across locations, including warehouses and service vehicles.

Watch the video to see how Microsoft transforms field service with Dynamics 365.

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