Case Study: Climatec achieves exceptional field service and operational efficiency with Microsoft Dynamics 365

Energy service provider delivers exceptional field service

Climatec, a U.S.-based energy and building-technology services provider founded in 1975 and part of the Bosch family, needed a single, scalable system to connect multiple offices, adapt to evolving business processes, and support technicians in the field so the company could maintain high customer-service standards as it grew.

By implementing Microsoft Dynamics 365 for Field Service (with Dynamics GP/Dynamics CRM capabilities), Climatec gave technicians mobile access to up-to-date customer, work-order, routing, and inventory data, automated and organized office-to-field workflows, and optimized scheduling. The result was reduced driving time, fewer update inquiries, clearer communication between office and field, improved productivity, and more consistent, exceptional service delivery.

Climatec

Antonio Gonzales

System Specialist