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Hi!
I am wanting to implement field service module.
In this module, is it possible to qualify potential customers and create opportunities without having to purchase the sales module?
Thanks for your help!
Regards
Hi FabiolaRT, I hope you are doing good.
Microsoft Field Service module can help finding more potencial customers and creating opportunities by its own way.
Microsoft Field Service module is an excellent tool to engage with your current customers and gain costumer's insights by for example, sending personalized surveys after field service calls using Dynamics 365 Customer Voice. This information will tell you:
Microsoft Field Service also is an excellent tool to increase loyalty with current clients and obtain insights that helps a lot in things like personalization, resolve cases faster, and more. Here you will find more info:
Field Service Capabilities | Microsoft Dynamics 365
If this was helpful and answers your question, check it as verified to help other find useful information.
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Hi Fabiola
I think you would legally need Customer Service as well not just Field Service.
download.microsoft.com/.../Dynamics 365 Licensing Guide May 2021.pdf
Antony
We have updated the licensing guide, in the latest version from June 2021 you will find that we enabled FS scenarios for Lead, Opportunity, Quote, Order including:
- Technician capturing lead/opportunity while onsite performing a FS work order
- Creating a quote for a customer while onsite doing an FS inspection
So yes, a FS technician can create an opportunity.
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