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Dynamics 365 for Field Service

Dynamics 365 for Field Service

Leverage the power of predictive analytics and remote monitoring to move from a break-fix to a never-fail service model. Dynamics 365 for Field Service allows you to optimise scheduling and reallocate resources quickly. Empower your technicians to offer great field service with native mobile apps with real-time and offline data.

Get the right resources to the right place at the right time

Optimize your field service management. Organize people and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows—including more precise appointment scheduling—so it’s easy to fit more appointments into the day.

  • Easily schedule resources manually, with recommendations, or automatically
  • Identify and organize available field service resources by category to create a smarter workload and resource balance
  • Match skill sets of the technician against the work requirements
  • Take geography, availability, truck inventory, regulatory requirements, customer preference, and service level agreement into account

Increase customer satisfaction and account for all service revenue

Make it easier to manage and maintain the accuracy of service contracts and installed products across customers and locations using field service management software. With more visibility into contract information, you drive faster, more accurate billing while helping field service teams identify new sales opportunities to drive additional revenue.

  • Use recurring service templates to pull in work schedules and pricing to simplify the quoting process
  • Manage recurring service appointments with flexible billing options
  • Win more business by proactively engaging leads from contact to contract

Put your customers at the center of every interaction

Deliver an end-to-end customer-centric experience. With Dynamics 365, field service companies can keep customers informed, make communication easier, and ensure they have positive interactions at every step of the service chain.

  • Enable customers to see upcoming service appointments and view completed and open cases through a customer portal
  • Send the real-time location of technicians to customers, along with arrival times, photo, and vehicle information
  • Keep customers informed at each step of the process with automated text messages and phone calls
  • Automatically escalate customer feedback for follow up when needed

Improve field processes and technician productivity

Provide native mobile applications with real-time and offline data. No matter which device they use, your technicians can view the customer information and guidance they need when they need it.

  • Offer your technicians access to a full 360-degree view of customer and case history
  • Improve work consistency and first-time fix rates by offering technicians step-by-step guidance
  • Provide mobile workers with a multiday calendar of work order details that can be dynamically changed and managed
  • Link work orders to customer and case history, product configuration installations, parts information, and pricing

    Provide native mobile applications with real-time and offline data. No matter which device they use, your technicians can view the customer information and guidance they need when they need it.

  • Offer your technicians access to a full 360-degree view of customer and case history
  • Improve work consistency and first-time fix rates by offering technicians step-by-step guidance
  • Provide mobile workers with a multiday calendar of work order details that can be dynamically changed and managed
  • Link work orders to customer and case history, product configuration installations, parts information, and pricing