For organizations providing field-based services to their clients, Dynamics 365 Field Service helps maximize customer satisfaction and improve resource productivity for on-site installation, maintenance, and break/fix services.
Dynamics 365 Field Service is an end-to-end solution that can help your organization manage complex service agreements, track assets and inventory, manage service orders, quickly identify and dispatch resources, and gain the intelligence needed to provide predictive and preventive service and support.
Microsoft Dynamics 365 for Field Service makes it easier for organizations to manage a large workforce and deliver products and services directly to their customers locations. A focal point of field service is the interactive schedule board, here dispatchers can see and manage the work assigned to their workforce. They can see all field technicians with pictures and schedules either in a list view or a map view by hours, days, weeks or months. This makes it easy for dispatchers to respond to customer requests and get the most qualified technician for the job.
Capture customer information, SLAs, and recurring preventive maintenance schedules to ensure accurate service delivery
Manage and control customer service location and asset information to maintain a 360-degree view of service considerations and history
Associate new clients and projects to a campaign code to track a return on your marketing investmentmanage service inventory, set re-order points, and track stock down to the truck level to drive efficiencies and response times
Access standard reports to monitor and analyze marketing activities, including campaign activity status, campaign performance, and campaign comparisons.
Quickly generate work orders to dispatch field personnel to service locations
Manage individuals, teams, and assets with a flexible drag-and-drop graphical schedule board and a shared resource pool with Dynamics 365 PSA
Optimize your service scheduling activities with intelligent scheduling, resource skills matching, automated routing, and step-by-step travel directions
Automatically generate recurring work orders to ensure that customer assets are properly maintained before issues occur
Quickly turn completed work orders into customer invoices for billing your chargeable work
Provide technicians and field resources with real-time access to information and processes across all devices and platforms, with both online and offline modes
Ensure real-time communication and collaboration between customer service, dispatch, field agents, and customers via integration with Office 365 tools like Skype for Business
Leverage big data, IoT, machine learning, and embedded analytics to gain real-time visibility and predictive insights