Dynamics 365 Field Service

It helps organizations deliver onsite service to customer locations. This combines workflow automation, scheduling algorithms, and mobility to line up mobile workers for fulfillment once they are onsite with customers fixing issues.

The Field Service application enables you to:

  • Manage follow-up work and cash in from up-sell and cross sell opportunities.
  • Reduce time period, mileage, and vehicle wear and tear.
  • Organize and track resolution of customer issues.
  • Communicate an accurate time of arrival to customers.
  • Keep customers updated with the status of their trip and when it's resolved.
  • Key capabilities

    Field service capabilities includes Work orders, Scheduling and dispatch tools, Communication tools, and easy-to-use mobile application, Asset management, Preventive maintenance, Inventory, purchasing, and returns capabilities, Billing capabilities, Time tracking, and Analytics for reporting.

    Field service capabilities include:

  • Work orders to define the service work needed primarily (but not exclusively) at customer locations.
  • Scheduling and dispatch tools to manage resources and equipment needed for customer service, visualize onsite appointments, and optimize service schedules with efficient routing and resource skill matching.
  • Communication tools to reinforce collaboration between customer service agents, dispatchers, field technicians, customers, and other stakeholders.
  • An easy-to-use mobile application that guides technicians through schedule changes and repair work.
  • Asset management capabilities to stay track of customer equipment and repair history.
  • Preventive maintenance by automatically generating recurring maintenance appointments for equipment.
  • Inventory, purchasing, and returns capabilities to manage truck stock, order requests and fulfillment, and merchandise returns.
  • Billing capabilities to get invoices supported products and services delivered to customers.
  • Time tracking to assist you track how resources are spending their time, whether they're traveling, on break, or working.
  • Analytics for reporting on key performance indicators for managing work orders, scheduling activities, and interacting with customers.
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