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  • Welcome to
    SAM7

    Streamline your business with Dynamics 365
    in the office, on the move and with your customers.
    Find out more
  • Mobile Apps
    Remote Access

    Empower users to view and update critical information
    at the exact moment of engagement.
    Find out more
  • Portals
    Share Processes

    Self service gateway to enable your customers to
    collaborate, converse and interact with you.
    Find out more
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Take Control

Transforming Customer Vision Into Reality

At SAM7 we engineer innovative and unique business solutions using the powerful framework provided by Microsoft Dynamics 365.

In the Office

Manage your key processes to capture and track critical information, from people or teams around your organisation. Microsoft Dynamics 365 provides a truly flexible toolkit that SAM7 are adept at using to build successful tailored business systems.

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On the Move

Enable your field based team to quickly access relevant and accurate details about their customers, sites or franchises. Allow mobile users to interact with your processes remotely, ensuring timely updates. Our custom Apps have made a significant difference.

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Enabling Your Customers

Allow your Customers (or even Partners) to securely access key information and relevant processes, through on-line portals. Streamline your interactions by empowering Customers to view relevant details, provide feedback or flag critical issues.

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Building Business Intelligence

Extracting meaningful metrics and information out of systems is vital. Whether that be visualising KPI’s on dashboards, performing detailed analysis in Excel or simply investigating data trends using powerful query tools, Microsoft Dynamics 365 can help.

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Our Customers

Great people make a great company and this is certainly true of SAM7. We continue to be impressed by the commitment and attention to detail. Overall the impression we are left with is that nothing is too much trouble.

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SAM7 have been a trusted and valued partner with us for a good few years now, they are easy to work with and have reliably delivered a number of key projects for us after our original supplier let us down.

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We have been successfully working with SAM7 over a number of years, and enjoyed good support with our use of CRM. This has allowed more effective information sharing for our field based staff and across multiple departments.

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Recent Work

Greene King’s Custom CRM App

SAM7 have recently implemented a custom Android App used by Greene King’s Operations and Property teams. Drawing live information from Greene King’s Microsoft Dynamics 365 system this:

  • Fits precisely around the way field based people want to work, meaning no training was required.
  • Provides an elegant user experience for quickly accessing relevant and up to date Pub information.
  • Allows repairs to be approved remotely, ensuring critical items receive immediate attention.
  • Enables straightforward, remote access to statutory information relating to each pub.
  • Works completely off-line and automatically synchronises when in range of Wifi/3G.
  • Supplies Senior Management with a powerful tool when visiting Greene King’s pub estate.
Recent Project
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SAM7 Blog

Find out more about our latest news, Microsoft Dynamics 365 updates, interesting trends or technical challenges we have overcome.

Extending D365 Charts

13th October 2017
Whilst we are seeing the number of projects that utilise Power BI rise, we still make extensive use of core chart functionality within Microsoft Dynamics 365. The ability to dynamically explore the data behind these native charts, in real-time, provides valuable insight to our customers. Whilst the customisation tools built into Microsoft Dynamics 365 enable a certain amount of changes to be performed there are limitations. As a result, we frequently export the charts  and make amendments to the to the underlying XML to further enhance their layout or contents. Accessing the XML is simple. When a chart is selected in the customisation screen (‘Settings’ -> ’Customisations’ -> ’Customise the System’), select the ‘More Actions’ -> ‘Export Chart’ option. This downloads the underlying XML, which can be opened using an appropriate editor (such as Visual Studio or even Notepad). We often use this to tweak simple elements of a chart, which add to their impact. This includes changing colours, axis labels, sort orders, number formats, legends and 3D layout. However, much more significant changes can be made to further enhance the information being presented. For example, showing progress against goals, comparing year-on-year figures or contrasting data from across entities. A fantastic source of information on what’s possible is provided by the CRM Chart Guy. We have been using his expertise to help design charts for a number of years and can strongly recommend it as a great source of chart customisation information – https://crmchartguy.wordpress.com/. Once the chart XML has been edited and saved it can be imported from the customisation screen, using ‘More Actions’ -> ‘Import Chart’ option. This gives total flexibility over the contents and layout of your charts. However, if you would like further help or advice, please contact SAM7 and we would be delighted to help.

SAM7 Win Best Newcomer at NEC

13th April 2017
SAM7 recently exhibited at the Facilities Management Show at the Birmingham NEC, and were delighted to win the Best Newcomer award. Thanks to all our guests for visiting the stand. If you would like a reminder of what we showed, click the link below: http://prezi.com/tt3umv13azio/?utm_campaign=share&utm_medium=copy&rc=ex0share

Visit SAM7 at the FM Show

28th February 2017
Want to find out more about Microsoft Dynamics 365 for Field Service? Why not visit SAM7’s stand at the Facilities Management Show at the NEC in Birmingham from Tuesday 21st March through to Thursday 23rd March. Streamline your mobile workforce using Microsoft Dynamics 365 for Field Service. Use optimised scheduling tools to ensure you send the right engineer first time, within agreed Service Level Agreements, whilst maximising resource utilisation. Provide your field based team with mobile apps, enabling them to access critical information and supply real-time updates. Manage your inventory across depots and vans. Most importantly, put your customer at the heart of all interactions by giving them live updates, case history and feedback. All with seamless integration with Microsoft Office 365. Used by over 30,000 businesses in 80 countries, let SAM7 give you a demo.

Introduction Video on SAM7’s Repairs and Maintenance Video

4th November 2016
Find out about why you need SAM7’s repairs and Maintenance system. Watch our latest video.

Microsoft Dynamics CRM Field Service

11th August 2016
Last year Microsoft acquired FieldOne, a leading field management solution, and have integrated it with their Microsoft Dynamics CRM system. In this blog we explore some of the key features of this powerful platform. Work Orders: These are the essential element to tracking a field service within Microsoft Dynamics CRM, tracking a job from conception to completion. This includes capturing the location, type of work, engineer, time spent and part utilisation. To find out more, watch this video: https://community.dynamics.com/crm/b/crmvideos/archive/2016/07/25/generating-work-orders-in-field-service Schedule Board: Provides a graphical tool that allows your back office team to schedule and view active Work Orders. This enables users to view Work Orders by engineer, route or on an interactive map. Unscheduled Work Orders can be quickly highlighted and allocated to an engineer using drag and drop tools, or automatically planned using the schedule assistant. This video provides more information: https://community.dynamics.com/crm/b/crmvideos/archive/2016/07/19/configuring-and-using-the-schedule-board-in-dynamics-crm Mobile Workforce: Enable your mobile workforce to access Work Orders whilst they are out on the road. Whether they have iOS or Android tablets or phones they can get route information, update Work Orders, add notes, book out parts, upload photos and capture signatures. Read more here: https://community.dynamics.com/crm/b/crmvideos/archive/2016/07/25/manage-your-mobile-workforce-with-field-service

10 Steps to Successful Workshops

29th July 2016
We frequently use workshops to gain a clear understanding of our Customer’s business requirements, enabling us to deliver tailored business solutions. These are collaborative sessions, and we have a 10 step plan to making them a success: Project Scope: It sounds simple, but we always make sure that we have defined exactly what is included within the Project, along with what our ultimate deliverable is going to be. This could range from a Solution Overview, providing a Project synopsis, through to a full blown System Specification. Workshop Objectives: It’s critical that all attendees understand the purpose of the workshops. We use them to: Work alongside key Customer staff to gain an accurate understanding of their requirements. Collaborate with the team by questioning and challenging elements of their requirements to ensure any gaps or issues are eradicated. Pass on our expertise and experience, applicable to the project. Who Attends: SAM7 will expect a Business Process Owner to be appointed for the Project. The Business Process Owner will be required at all sessions, and may want to bring Subject Matter Experts (typically 1-3 people) along to some or all of the sessions. In addition, IT System Architects may be required at specific workshops. Workshop Structure: SAM7 will provide an outline schedule and agenda for the workshops. We ask that our Customer to review this and pass any feedback to SAM7. Any amendments will be incorporated into the agenda. Workshop Preparation: It is critical that the Customer’s team spend time, before the Workshops commence, working through the current processes, identifying challenges and defining how these need to change going forward. This includes the steps involved in the new process, key data and any interactions with other systems or third parties. We provide our Customers with documentation outlining the three levels of readiness, to enable them to understand exactly what we are expecting. Pre Workshop Help: If during preparation a Customer needs to ask any questions, seek clarification or discuss approach, we’re happy to help. The Workshop, Setting the Scene: At the start of each workshop SAM7 will briefly summarise and review the output from the previous workshop. In addition, we will outline the agenda of the current workshop, including how this fits into the ‘bigger picture’. This will include the starting and finishing points within the process. The Workshop, Understanding the Requirements: We ask the Business Process Owner to take us through their proposed processes. Throughout the session we raise questions for clarification, challenge aspects based on our previous experience, highlight any additional considerations and identify any gaps. Similarly during these discussions our Customer may need to raise questions or issues with us, to help them better define the processes. If any items are raised that are outside the scope of the workshop or need further clarification outside of the workshop, these will be ‘parked’. The Workshop, Wrap Up: At the end of each workshop SAM7 will briefly summarise what has been covered, assign actions for ‘parked’ issues and identify whether the objectives
About Us

How Are We Different?

We help businesses that have specific challenges which ‘off the shelf’ software won’t solve. We help give them a new perspective. It’s what we’ve been doing successfully since 2001.

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Current Vacancies

Want To Join Our Team?

With a number of exciting opportunities within our talented team, we are always on the look out for professionals to join us. Interested in finding out more about our current vacancies?

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