Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Industry
Every Asset Earning. Every Hour Billed.
Trucks, trailers, generators and plant are hired out on paper contracts. Utilisation is guessed, damage is disputed, and billing waits for someone to reconcile timesheets, fuel and meter readings at month end.
How we solve it
Dynamics 365 with RentalFlow 365 and Field Service: contracts with tiered and metered rates, availability and dispatch, check-out and check-in inspections with photos, damage and fuel charges, and invoices generated from the contract. Maintenance runs off meter hours so an asset is never hired out due for service.
What you get
Rental contracts with tiered and metered rates
Availability, dispatch and inspection on a handheld
Damage, fuel and downtime charged from the record
Meter-driven preventive maintenance
Fleet and equipment rental: from contract to cash
Every asset earning and every hour billed, from the rental contract through inspection, maintenance and invoicing.
Dynamics 365
Contracts, billing, assets and finance
Field Service
Dispatch, inspection and maintenance work orders
Power Platform
Handheld inspection and check-in apps
Azure
Meter and telematics data
Power BI & Fabric
Utilisation, downtime and billing leakage
Copilot & agents
Assistance for dispatchers and rental desks
Start Rental enquiry or fleet request
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Quote Create the rental contract Contracts carry tiered and metered rates and the equipment booked. Dynamics 365 RentalFlow 365
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Dispatch Check availability and dispatch Availability is checked and the unit is dispatched with work scheduled. Dynamics 365 Field Service RentalFlow 365
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Check out Inspect on the handheld Check-out and check-in inspections record condition with photos. Power Platform RentalFlow 365 Control point
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Run Capture meters and fuel Meter readings and fuel are recorded against the contract. Azure Dynamics 365 FleetFlow 365 Integration Telematics and meter feeds through Azure
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Maintain Meter-driven maintenance Preventive maintenance is triggered by meter readings. Field Service Dynamics 365 AssetFlow 365
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Charge Bill from the record Damage, fuel and downtime are charged from the inspection record. Dynamics 365 RentalFlow 365
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Pay Pay drivers and suppliers Payroll and supplier payments post to the right asset and contract. Dynamics 365 PayrollFlow 365 DisbursementFlow 365
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Report Report utilisation and margin Utilisation and billing leakage are reported on live data. Power BI & Fabric Microsoft 365 & Teams
Result Invoiced hours and a maintained fleet
This is the standard pattern we implement. The exact scope, systems and integrations are confirmed with you in a discovery workshop.
Our approach
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02
03
04
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
Platform and products for this sector
Logistics, Fleet & Equipment Rental programmes typically run on Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Dynamics 365 Sales & Customer Service, Power Platform & Power BI, with FleetFlow 365, RentalFlow 365, DistributionFlow 365, PayrollFlow 365, DisbursementFlow 365 covering the sector-specific gaps. Which combination applies depends on entity count, integration load and the reporting you must produce from the ledger.
How a programme runs
We start with the process that hurts most in the sector, not with the whole ERP. Discovery and fit-gap on your own processes, a design signed off by finance and operations, a pilot on real documents, then roll-out in phases with hypercare after go-live.
Discover: workshops, data audit and written fit-gap
Design: blueprint, integrations and the extensions that are justified
Deploy: configuration, migration rehearsals, training and cutover
Support: hypercare, managed services and optimisation reviews
Frequently asked questions
Which Dynamics 365 platform suits Logistics, Fleet & Equipment Rental?
Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Dynamics 365 Sales & Customer Service, Power Platform & Power BI. Entity count, integration load and regulatory reporting decide between them, not headcount.
Which Software Dynamics products apply to Logistics, Fleet & Equipment Rental?
FleetFlow 365, RentalFlow 365, DistributionFlow 365, PayrollFlow 365, DisbursementFlow 365. Each product page lists the platform it runs on and what it adds to the standard product.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.