e-automate vs. Microsoft Dynamics 365 Field Service (FieldOne)

If you need a system to place and track sales quotes, sales orders, purchase orders, and service calls then E-Automate is perfect. However, if you want to be able to easily bulk upload customers and contracts or if you want to be able to quickly and easily track contract profitability, customer costs, etc, then you'll likely want/need a secondary or different system to do so.

Incentivized

Microsoft Dynamics 365 Field Service is [...] one of the best tools when it comes to delivering on-site service to customer locations. Organizations can follow [a] proactive and predictive service model by using Connected Field Service, [which] provides capabilities to connect to IoT devices and to remotely diagnose, monitor, and service the devices by integrating with Microsoft Azure IoT Hub and using Microsoft Azure IoT Hub PaaS offering.

Incentivized

• Dispatching Technicians to Service calls.
• Invoicing Service Contracts.
• It offers a wide variety of reports.
• I like the way I can create a sales order and right click and instantly create a purchase order for that sales order, and the process continues when I clear the PO, it releases the items on the Sales order for shipment.
• Keeping track of Equipment has never been easier.

Incentivized

• Optimized Resource Scheduling - both manual and automatic.
• Field Service (Dynamics 365) mobile app for the field service agents
• Seamless Integration with other [Microsoft] Dynamics 365 Apps through Dataverse and other Power Platform products

Incentivized

• Make sales invoices not require serial numbers, or be more flexible with it.
• Make contract invoices have some sort of flexibility in terms of editing. Our end users complain that QuickBooks made it very easy to edit invoices, and in e-automate, for them, it is practically impossible. (I do personally understand why it has to be as it is myself, I'm just forwarding their observation.)
• Make the API actually useful. I spent days looking at the functions and the functions available are not really useful.

Incentivized

• Being a part of Dynamics 365 Customer Engagement Apps and as it uses Power Platform, to fully leverage all the features and understand its capabilities, one has to know those related products and technologies also.
• Field Service Mobile support is ending in June 2022, and transitioning to the new Field Service (Dynamics 365) [so that] is something the existing customers would have to plan [for].

Incentivized

Its really the only option for the industry that does enough of what we need for it to function . I'm not sure if there were better options out there if we would have to renew our subscription. With the addition of AI, hopefully something will be able to become more useful.

Incentivized

It works well enough.

Incentivized

Mostly available, sometimes down for issues but usually there when we need it

Incentivized

Reports are the struggle the most with the information being extracted in a way that you need to copy and paste it into a new document so some of the information is not covered

Incentivized

Sometimes when you need answers quickly, a voice on the phone is far better than having to wait for email support or a callback. I have found this to have delays and feel ECI e-automate should invest more in its support infrastructure.

Incentivized

I did not participate in implementation

Incentivized

I actually liked Microsoft 365 better than e-automate. The "flaws" that I identified in e-Automate did not exist in Microsoft 365. I did not select e-Automate - the software was selected several years before I started here. E-Automate does a few things better than Microsoft Dynamics - Bank Account Reconciliations and Sales Tax reporting are 2 that stand out.

Incentivized

Every department we have does use e-automate to some degree with most being successful.

Incentivized

• E-automate has allowed us to trim down our internal workforce by not re-hiring departures. Our employees are able to do more with their time.
• E-automate allows us to maintain optimal inventory levels, decreasing our inventory value by 50%. This is accomplished by using the rich analytics and reporting.
• E-automates contract billing has allowed us to fine tune how we bill our customers and increase the accuracy by 30%.

Incentivized

• ROI has increased along with customer satisfaction after the organization has adopted Microsoft Dynamics 365 Field Service.

Incentivized