Dynamics 365 Field Service

Start with Dynamics 365 Field Service, then add more Dynamics 365 apps as you grow.

• Dynamics 365 Sales →
• Dynamics 365 Customer Service →
• Dynamics 365 Marketing →
• Dynamics 365 Project Operations →
• Dynamics 365 Business Central →

Microsoft Dynamics 365 Field Services is a SaaS application centrally hosted by Microsoft in the cloud. Benefit from

• Automated updates
• Accessible mobile and web apps
• Monthly, per-user billing cycles

• Keep a record of your warranties, terms and conditions, billing rates, materials, expiration dates, and more.
• Automatically create flexible and recurring service schedules based on commitments.
• Classify customer assets with barcodes and serial numbers.

Use artificial intelligence and intuitive tools to deliver field service in the most efficient way possible.

• Fully automate the scheduling process, or use a drag-and-drop interface to allocate resources.
• Automated scheduling takes into account truck inventory, regulatory requirements, service level, technician skills, customer preferences, and priority customers.
• Make the most of your technicians’ time by reducing the amount of time spent on the road.

Ensure your field service agents are well-stocked and reduce the costs associated with write-offs and insufficient inventory levels.

• Measure inventory down to the truck, depot, or warehouse level.
• Automatic inventory level adjustment based on field use, returns/RMAs, transfers, and purchases.
• Forecast your future inventory needs and take advantage of just-in-time ordering.

Keep your technicians in the loop.

• Field service representatives can see the day’s calendar of work, update their availability status, and use GPS turn-by-turn directions.
• View case details, customer history, and resolution steps for individual appointments.
• Collect information in the field, including work order updates, satisfaction surveys, signatures, payment, and photographs of work completed.

Keep your customers informed with self-service capabilities:

• See upcoming, completed, and open appointments.
• Customers will stay informed with real-time arrival estimates, technician photos, and vehicle information.
• Integrate with other Dynamics 365 apps to further enhance the customer experience.

Monitor customer devices for exceeded thresholds and take action.

• Attempt self-healing commands on connected inventory.
• Automatically create work orders and dispatch agents for preventative or emergency appointments based on anomalies.
• Take advantage of additional features like big-data machine learning and powerful workflows.