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.
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
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Start with Dynamics 365 for Field Service, then add more Dynamics 365 modules as you grow.
- Dynamics 365 for Financials and Operations
- Dynamics 365 for Sales
- Dynamics 365 for Customer Service
- Dynamics 365 for Project Service Automation
Resources
Video & Rich Content
Field Service Automation
3:52
Documents
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?
Dynamics Square is a leading Microsoft Dynamics 365 Partner in USA offering services, providing top-notch technology solutions and services in some of the leading cities namely Texas and California. We leverage market-leading technologies, consultants, processes and proven methodologies to drive your businesses’ digital transformation. Thanks to our unwavering focus towards quality, we have a resounding client-base not just in the United States but also in other parts of the world.
Years of Expertise
Our years of expertise helps us to align ourselves with our customer’s business needs, expectations with Microsoft Business Solutions.
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.
Subject Matter Experts
Our highly experienced team of Professionals having the collective experience of over hundreds of successful Project implementations.
Ready to get going?
We’d love to show you what we can do for your company.
