Microsoft Dynamics 365 for

Field Service

Microsoft delivers advanced scheduling, resource optimization and mobile enablement capabilities that set organizations apart by keeping the customer at the center of the business. Field Service, including advanced analytics, machine learning and the Internet of Things’ capabilities, allows field service organizations to move from a costly break-fix model to a never-fail service model. After a field service organization has made a service agreement with a customer, work that follows needs to be scheduled, documented, completed, and paid for. Let’s take a look at some of our highlights in this process.

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Microsoft Dynamics 365 Field Service

Dynamics 365 for
Field Service Automation

We provide complete flexibility in how organizations choose to schedule their resources by offering manual, assisted, and automated, optimized scheduling. In each of these workflows, we support schedulers with visual cues to simplify their work. We leverage inventory management capabilities that capture real-time information from deliveries and technicians to ensure that the right parts are always ready to go. On their way to and at the customer location, technicians use a mobile app to stay connected. Each technician updates their status like driving, in-progress work, and completed work.

  • Planning, estimating and pricing multi-day projects.
  • Optimising resource utilisation.
  • Tracking and approving project tasks and finances.
Customer first
Connected interactions
Empower organizations

Key Capabilities

Let’s take a closer look at how Field Service can deepen your customer engagement, empower your sales and delivery team and optimize portfolio growth.

 

SERVICE AGREEMENTS

  • SERVICE FORECASTING

    Track warranties against assets, provide visibility into terms and expiration dates.

  • ACCURATE BILLING

    Ensure that service and billing conform to warranty requirements. Classify assets and track location, repair history, and maintenance schedules.

  • SLA MANAGEMENT

    Manage terms, conditions, and automated renewals of contracts and Service Level Agreements.

SCHEDULE & DISPATCH

  • BALANCED WORKLOADS

    Identify and organize available resources by category to intelligently balance workloads and resources.

  • THE BEST TECHNICIAN

    Match skill sets of the technician against the requirements of the work order.

  • OPTIMIZED SCHEDULES

    Decrease driving time between work by creating a schedule with geography, customer preference, availability, and SLAs in mind.

INVENTORY MANAGEMENT

  • RIGHT-OFF REDUCTION

    Accurately track service stock at mobile and fixed locations. Manage updates and stock history for any location including updating truck stock.

  • REMOTE INVENTORY ACCESS

    Provide mobile access to inventory and parts information.

  • PARTS MANAGEMENT

    Manage inventory information for part transactions like requests, return material authorizations, stock adjustments or transfers.

MOBILE

  • ON-TIME APPOINTMENTS

    Ensure technicians are on time with best schedule and turn-by-turn driving directions.

  • CASE HISTORY & INSTRUCTIONS

    Get 360 degree customer preferences and history and follow step by step instructions on how to complete the task at hand.

  • WORK ORDER COMPLETION

    Allows the technician to take photos of the completed work, get customer sign-off, and even collect payment.

CONNECTED FIELD SERVICE

  • ANOMALY DETECTION WITH IOT

    Detect, troubleshoot, and resolve issues remotely before the customer knows of an issue and dispatch a technician only when necessary.

  • PREDICTIVE MAINTENANCE

    Repair, clean, or replace parts when needed instead of on a preventative maintenance schedule.

  • WORK ORDER CREATION

    Automate work order creation when self-healing steps don’t resolve the problem. Automatically dispatch the best technician.

CUSTOMER-CENTRIC EXPERIENCE

  • 360 DEGREE VIEW

    Keep track of service activities, including upcoming and previous appointments as well as self-scheduling with a customer portal.

  • OUTBOUND COMMUNICATIONS

    Send automated voice and text messages reminders customers about upcoming appointments through Twilio API.

  • TECHNICIAN VISIBILITY

    Know when to expect service. Customers can see technician vehicle, photo, and real-time location while en route using an integration with Glympse.

 

SERVICE ANALYTICS

  • UNIFIED PLATFORM

    Leverage Dynamics 365 business apps and platform for a strong basis for reporting, integration, and analytics.

  • 360 PROJECT VIEW

    Understand project performance, team and resource feedback and voice of the customer to ensure on-time, on-budget delivery model.

  • TRENDS & FORECASTING

    Identify trends, explore what-if scenarios, and forecast outcomes to prioritize service offerings, skills development and adopt best practices.

INTEGRATED, FLEXIBLE AND SCALABLE SOLUTIONS

Resources

Video & Rich Content

Field Service Automation

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Webinars

Upcoming webinar

REQUEST A PERSONALIZED DEMO

We can help you by personalising a product demo with your own sample business data to make ease for you to take decision with confidence.

 

Why Dynamics Square?

Industry leaders choose our skilled team to grow and develop their businesses because they understand and identify with our passion for advancement and success through technology. Our priority is to further the goals and interests of our clients as a trusted business partner.

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Years of Expertise

Our years of expertise helps us to align ourselves with our customer’s business needs, expectations with Microsoft Business Solutions.

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In-depth Knowledge

Our in-depth knowledge of products, technology, and Industry helps us to design the solution that align with our customer’s business needs.

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Subject Matter Experts

Our highly experienced team of Professionals having the collective experience of over hundreds of successful Project implementations.

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