A technician working through Dynamics 365 Customer Engagement may need to turn a site inspection into a clear quote while the details are still current. Images, parts, account data, pricing and product documentation all need to come together quickly.
Technicians capture photos and notes in the field-service process, while pricing, customer and product data sit in related Dynamics 365 CE records. Office staff may still rebuild the quote manually, adding delay and creating opportunities for missing or rekeyed information.
Lasernet uses data from the Dynamics 365 Customer Engagement field-service process to combine site images, parts, pricing, account information and supporting product content into a branded quote. The output can be generated and delivered while the visit context is still available. This standard use case is specific to Dynamics 365 Customer Engagement.
The benefits are clear:
Lasernet reduces the gap between field activity in Customer Engagement and commercial follow-up by generating the document from the same operational context.
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