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Microsoft Dynamics 365 for oilfield services

Digital Transformation for Oil & Gas Services Companies

Goodbye, status quo. Never before have oilfield services companies had such an opportunity to transform and innovate. IoT, Artificial Intelligence, mobile and the cloud are evolving at a record pace and business management solutions are delivering more value than ever. Successful companies are taking advantage of new cloud technologies from Microsoft to create an agile, intelligent, cost-effective platform that optimizes performance across the company and scales for future growth.

Proactive and Connected Field Services

Drive operational efficiency with IoT and Artificial Intelligence

Enhance your service experience by proactively detecting, troubleshooting, and resolving issues so a technician is dispatched only when necessary.

Optimize your resources

Automate and improve scheduling to dispatch the right technician and get the most value out of your resources.

Make technicians more effective

Empower technicians with a 360-degree view of your customers and real-time guidance to improve resolution time and earn customer trust.

Engage your customers

Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step.

Innovate with an adaptable platform

Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.

Modernize field service with mixed reality

Troubleshoot issues in context and enable technicians with heads-up, hands-free video calling and mixed reality annotations on Microsoft HoloLens.

 Learn at your own pace by viewing any of the recorded webcasts below.   

Microsoft, Sopris and Trenegy teamed up to create this webinar series for oilfield services companies.  Each event is designed to help you better understand how oil and gas services companies around the globe are transforming successfully with a platform-centric business model built on the Microsoft cloud and Dynamics 365. Select one or more to begin your digital transformation journey now.


Digital Transformation for Oil & Gas Services Companies

Presented by: Sopris / Microsoft

Industry experts from Sopris and Microsoft outline how “platformation” enables Oil and Gas Services companies to build a solid roadmap for digital transformation and create a scalable, connected, intelligent platform for growth.
view recording >>

Essentials for Successful ERP deployment in Oilfield Services

Presented by: Trenegy / Sopris

Learn what it takes for an Oil and Gas Services company to evaluate and prepare for an ERP implementation.  Management Consulting experts from Trenegy will share best practices developed working with hundreds of oilfield services companies.
view recording >>

Dynamics 365 Connected ERP for Oil & Gas Services

Presented by: Sopris

See Microsoft Dynamics 365 for Oil and Gas Services in action and learn how the fastest growing ERP can improve operations and support connected field services, mobility and predictive analytics in a single, cloud environment.

view recording >>

3 Secrets to Field Ticketing for Oil & Gas Companies

Presented by: Trenegy / Sopris

Too often, even large oilfield services companies delay field ticketing automation and deal with the inherent billing errors and delays associated with paper forms. Listen as industry experts share how they have helped clients implement Field Ticketing systems successfully.
view recording >>

Dynamics 365 Power Platform for Oilfield Services

Presented by: Sopris / Microsoft

Learn from experts at Sopris, Microsoft and Trenegy in this 1-hour webcast covering trends in Oil and Gas Services, simple examples of creating no-code automation and process improvements to deliver better performance across finance and operations. view recording >>

A Cloud Platform for your entire business

Sopris can help your oilfield service company operate more efficiently, from scheduling and mobile ticketing to preventative maintenance and contracts management.


  • Comprehensive ERP Integration
  • Dispatch, routing and Scheduling
  • Managing Work Orders
  • Secure Communications in Real Time
  • Technician Readiness and Enablement
  • Bid Management and Sales Forecasting
  • Marketing and Customer Communications
  • Partner and Contract Management
  • Asset Management and Parts Inventory
  • Predictive Maintenance, IOT and AI
  • Project Management and Performance Milestones
  • Reporting and Dashboards

Why should an Oilfield Services company consider Dynamics 365?

There is a reason Microsoft Dynamics 365 is the fastest growing technology platform in the oilfield services sector, and other energy business for that matter. The energy sector is changing rapidly and becoming more complex every day. Customers expect more. Employees expect more. Regulatory agencies expect more. And, yes…investors expect more.

Dynamics 365 isn’t just one solution for one aspect of the business. It is a cloud platform capable of outpacing competitors on multiple fronts, from back office accounting, to managing bids, contracts, work orders, billing and even sales relationships. Built in the Microsoft cloud and alongside Office 365, it delivers on reporting, business intelligence, machine learning, AI and predictive analytics at a scale that other products just cannot compete with. And it does it without breaking the bank. That’s tough act to follow.

  • Dynamics 365 for Sales
  • Dynamics 365 for Customer Service
  • Dynamics 365 for Talent
  • Dynamics 365 for Finance and Operations
  • Dynamics 365 for Project Service Operations
  • Dynamics 365 for Field Service
  • Dynamics 365 for Marketing
  • Dynamics 365 for Artificial Intelligence and Mixed Reality
  • Power BI, Power Apps
  • Office 365 and Azure

And this list just keeps on going….

Are things really changing so fast?
We’ve all heard terms like “digital transformation”, “IoT” and “the consumerization of IT” for decades now. They’re often misused or overused so we tend to dismiss them as marketing mumbo jumbo. But they’re grounded in the idea that competing in 2019 and beyond requires a new level of operational efficiency and complete transparency.

Excel spreadsheets have their place, but they don’t scale and leave far too much room for error. A robust ERP like Dynamics 365 for Operations can capture enormous amounts of data and transactional information. Systems of engagement, like Dynamics 365 for sales and field services collect even more. Manual interaction through spreadsheets and one-off silo’d systems just doesn’t scale when you want to take advantage of sensor, GPS, mobile and partner-fed data streams.

Dynamics 365 is a platform that can be equally effective for a small oilfield services company or a large, multi-national operation.

We’ve built on Dynamics 365 to create a scalable, connected, intelligent platform for Oil and Gas Services
Platformation™ is about creating and executing on a roadmap for digital transformation that results in a better client experience, operational efficiency and optimal financial performance. For oil and gas services, that roadmap typically includes modern cloud ERP and integrated field service automation, not to mention strong mobile, resource management, billing and reporting capabilities. IoT and the cloud enable predictive analytics, machine learning and collaborative service – which for many is the digital holy grail.

Academically, Platformation™ is a digital IP based technology led proprietary framework that takes into account some 16 key parameters that would enable businesses and enterprises to create technology platform based new digital business models. It’s a cloud-based offering agnostic of cloud service providers.


Empower field technicians with Dynamics 365 for Field Service

Learn how field service technicians can deliver better service with Azure IoT, machine learning, and mixed reality technologies with Dynamics 365 for Field Service. This video demonstrates how field service technicians who use Dynamics 365 for Field Service can take advantage of powerful tools that support greater efficiency and productivity, such as mobile device alerts that inform them of new bookings, an app that lets them view work orders and get prepared for service calls, and with 3-D animations of the repair steps needed to resolve the issue.

For more information about our solutions for oilfield services companies, click below and email us today.