You can allow your field service and sales people send pictures, updates, and even location to Dynamics SL service module with SMS text messaging. No app needed and any phone will work (even a flip phone)!
Some of SMS Central’s features:
- Catalina’s SMS Central allows a field person to update status of a field service call by just sending an SMS text message (no app needed) on any phone.
- Take pictures from your phone and auto-attach to a service call in Dynamics SL.
- Catalina’s SMS Central can capture the GPS coordinates of the picture and plot it on a map.
- SMS Central can forward pictures to your customer for them to reply to, for proof of work.
- Catalina’s portal allows easy viewing of history using any web browser.
Catalina Portal for Viewing Messaging History
Images are not only stored as attachments in Dynamics SL, but also captured in a web based portal accessible by any modern browser. The Catalina portal can also pin the locations of the photos on a map as well as display Dynamics SL data for quick access of the Service Call information.
Catalina Technologies Integration Toolkit is IoT ready with strong MQTT connectivity.
You can subscribe to feeds on existing MQTT brokers, publish to feeds on MQTT brokers, and the Catalina Toolkit even has it’s own built in broker that can be published to which maps and routes the MQTT packets to other systems.
Subscribe to feeds
Catalina Integrator can subscribe and listen to feeds on existing brokers. This allows you to monitor data coming in from devices and map that data to other systems and storage. If you don’t have an existing MQTT broker, Catalina Integrator has a built in MQTT broker.
Data mapping and route to other systems
When data is received from a monitored feed, Catalina Integrator can then push it to a script and redirect it to other systems such as field service, ERP, CRM, Support, and Help Desk systems.
Send data to an MQTT broker
So far, we have been talking about subscribing to MQTT feeds and acting on them. But what if you need to send data to a device through MQTT? Catalina Integrator allows you to redirect any data to an MQTT broker feed. This means that you can send messages and control devices out in the field directly from your Service, Helpdesk, Dispatch, CRM, ERP, or other system. Below, is an example where we are turning on lighting based on an event in the service call system in Dynamics SL.
Earlier today, I was asked if I could come up with a query that would allow you to bring back line items for a sales order. But create a numbering scheme for the line items that re-start for each new order number. So, example:
You can see below, that ORD1234 has 3 items, indexed 1,2,3. and ORD5555 has 2 line items indexed 1,2
I accomplished this by using the DENSE_RANK().
Here is sample code:
SELECT DENSE_RANK() OVER (PARTITION BY OrdNbr ORDER BY OrdNbr, LineRef) * 10 AS LineIndex
ORDER BY OrdNbr, LineIndex
What I wanted to do in this was to show the order number, lineRef, invtID, and qtyOrd. But I wanted to show the LineIndex in increments of 10 that restarted for every time the OrdNbr changed. I have one of the orders that have multiple line items circled below.
Over the weekend, I connected our home hydroponics system to Catalina Technologies SMS Central messaging system. This system allows you to receive notifications from your sensors as well as even control devices just using SMS messaging. No apps needed. You can even control devices and get notifications from an old school flip phone.
Here is a video I took of doing simple control of lighting and hydroponics pumps just using SMS messaging.
Catalina’s SMS Central allows you to easily dispatch your field techs, salespeople, and others straight from your Dynamics SL without any special mobile apps. All using SMS messaging. Nothing to deploy, works on any phone, and easy to maintain.
Your people in the field can send updates as replies that will get automatically updated in your back office. They can even send pictures, GPS coordinates, and other attachments which will automatically be attached to the service call, quote, invoice, timecard, or any other screen in Dynamics SL.
1. Create a service call, quote, invoice, or any other type of record in Dynamics SL. SMS Central will send an SMS message to the appropriate person in the field.
2. Your person in the field receives the message and can respond. Those responses will automatically update Dynamics SL.
3. The field person can also take pictures, GPS coordinates, or other mobile files and attach them to the service call, quote, invoice, or other screen in Dynamics SL using just an SMS message.
4. That photo, or other attachment, automatically attaches to the appropriate record in Dynamics SL
5. All attachments and SMS communication are also stored in a web portal, allowing your field people to review history without needing any special app. Any browser on any type of device will work!
Most of the time, you have to write code that drops data into an Azure Service Bus Queue. Catalina Technologies Integration Toolkit can simplify this process by allowing you to easily create a webhook that can read data, transform it, and then send it to any message queue you have a valid shared access key for.
The toolkit can also automate reading data from other API’s and then bridge that data to Azure Message Queues as well. It is very customizable and configurable.
Below is a quick demo showing how you can create a webhook, assign security to it, and then transform received data before pushing it to an Azure Service Bus Queue.
So many times, as a programmer, I get a 3rd party solution that asks me to provide them a quick “webhook” so that they can post back data. Normally this requires me to write some type of web API to receive this data.
Catalina’s Integrator Toolkit allows you to quickly create webhooks with a custom endpoint path without having to do any programming.
I did a quick demo on this here
Basically, What we can do is create a custom endpoint and define the path that it will go to. The payload passed can then be pushed through a script and redirected to other API’s, databases, etc. without doing any major programming.
Plus, if you just need to get something up quick, all you have to do is create it in our toolkit and it will just pass back the original data that was posted to it. Great for quick testing of your callback functionality of whatever is calling the webhook.