Scott LeFante is the Director, Global Field Service Lead at RSM. He is also a CRM Executive with over 20 years managing and developing CRM / Customer Experience solutions.
In this brief interview, Scott chats with Aaron Back, Senior Analyst with Acceleration Economy Media. They discuss what attendees can learn from his Community Summit sessions.
Scott will be sharing his experience and knowledge of Microsoft Dynamics 365 in three sessions. His primary goal is to help people know the “art of the possible” with project operations as well as become aware of this how-to-use IoT technology.
Transform Your Business. Linking Projects to Work Orders:
In this session, Scott will show not only how you can transform your business but also provide an end-to-end solution by linking Dynamics 365 Project Operations to Dynamics 365 Field Service: Projects, Project Tasks, Work Orders, Invoicing, Actuals, and more.
Unlocking the power of Project Operations: Status Reporting, Analytics, and More:
In this session, you will see and learn how Project Operations can be configured to be a powerful Project Management tool. You will learn how to unlock Project Operations to:
- Generate project status reports.
- Perform Portfolio Management with PowerBI.
- Keep track of your project RAID items.
- Integrate with F&O or other back-end systems, including best practices.
Using IoT and Connected Field Service to Transform the Customer Experience:
In this session, learn how companies are using Dynamics 365 and IoT to:
- Drive operational efficiency with IoT.
- Enhance the service experience by proactively detecting, troubleshooting, and resolving issues so a technician is dispatched only when necessary.
- Automate and improve scheduling to dispatch the right technician as well as get the most value out of your resources.
- Empower technicians with a 360-degree view of your customers.
Scott is looking forward to attending Summit because he wants to travel and see his colleagues, friends, and the community.
