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Dynamics 365 for Energy & Resources

We help energy and resource companies digitize complex project and service processes—from quotation management and resource planning to field operations, billing, and reporting—all based on Microsoft Dynamics 365 and the Power Platform.

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Rising sustainability, cost-efficiency and compliance requirements meet complex projects and services. Transparent planning, mobile workforce management and flexible integration are essential — Dynamics 365 provides the foundation.

Challenges of Energy and Resources Organizations

Disconnected systems and data silos

Asset data, work orders, project plans, customer information, and compliance documentation often live in separate tools. Teams lose time switching between versions, re-entering data, and chasing the “latest truth”.

What’s planned in projects or maintenance schedules doesn’t match what happens in the field. Changes are captured late (or not at all), which creates delays, cost overruns, and unreliable reporting.

Technicians and subcontractors need clear instructions, parts availability, safety steps, and documentation — on-site and on mobile. Without a smooth mobile process, quality depends on individuals, not a reliable system.

Management needs a clear view of status, cost, risk, and performance — across projects and field operations. In many orgs, reporting is still retrospective, built manually, and too late to steer outcomes.

Solutions & Technologies for Energy & Resources

From project delivery and field operations to compliance and sustainability reporting — we implement Microsoft solutions that connect planning, execution, and data in one platform.

Core Business Applications (Microsoft Dynamics 365)

Build apps, automate workflows, and turn operational data into real-time insights — without heavy development. Power Platform brings your teams closer to execution, faster decisions, and scalable automation.

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Project Operations
Field Service
Sales
Customer Service
Marketing

Automation, data & AI (Power Platform + Azure)

Automate workflows, build lightweight apps, and turn operational data into real-time insights — all on a secure Microsoft foundation. Reduce manual handoffs, standardize execution, and make your processes AI-ready.

Copilot
Power Apps
Power Pages
Azure
Microsoft 365

Digital operations for energy and resources

Microsoft Dynamics 365 and Microsoft 365 connect projects, field work, assets, and compliance in one platform — with real-time data, mobile execution, and automation that scales across sites and teams.

35%

Up to 35% more project transparency through integrated reporting across projects, work orders and finance.

Energy & Resources

Unified operations in one platform: planning, field execution, documentation, billing and reporting — with automation and real-time visibility.

Field Service & Asset Management

25% less downtime with mobile execution and proactive maintenance supported by IoT and standardized checklists.

25%

Lets map your next steps

Ready to simplify your stack and speed up delivery? We are happy to support.

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Hear directly from the companies we’ve partnered with

Organizations from diverse sectors come to us with distinct needs — and we design solutions that match their ambitions.

View References

WBS helped us replace an outdated system with a scalable Microsoft platform. They understood our processes quickly and delivered a solution we can actually grow with.

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WBS brought clarity to a complex process landscape. Strong technical expertise, clean execution, and a solution we can rely on long-term.

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Ready to modernize your energy & resources operations?

Let’s pinpoint quick wins with Microsoft Dynamics 365 and Microsoft 365.

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