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Microsoft Dynamics 365 Field Service

What is Microsoft Dynamics 365 Field Service?

Microsoft Dynamics 365 Field Service makes your sales force more effective. It gives you the tools you need to be sure that you are getting the right sales professional or operator to the right place, at the right time, and with the right tools to get the job done. Automated workflows and data recognition takes all the paperwork off your employee’s hands. An advanced planning and route optimization is the foundation for your new, hyper-efficient business process.

Dynamics 365 Field Service is strong in SLA management. Contracts, agreements and warranty arrangements are easy to manage by specific customer, resource and vendor parameters. You can assign operators by competences, certifications, location and availability. Efficiency increases as your operational costs go down, and the customer gets a better service experience. The results: more satisfied customers, and that means more sales.

Fully integrated

Field Service is interfaced one-to-one with CRM, and that boosts its efficiency. The package is an absolute must for any company that does service work or has a field sales team, or both. Field Service’s big strength is that it fully integrates with Microsoft Dynamics 365 – in fact, it becomes a component of that package. If you are already using CRM, then this is your logical next step. Generally, implementations are time-intensive, which makes them costly, but building on an existing CRM makes the implementation costs resoundingly lower.

Proactive control and maximum overview

With Field Service, the back office can direct the field sales team proactively. The view to the big picture means you can better inform your customers of arrival times, durations and nature of the work performed. Technicians, equipment and follow-up actions can be scheduled extremely efficiently. Customer satisfaction goes up, and your planning department gets breathing room and a total overview.

Anywhere, anytime

The Field Service Mobile app lets you work with both online and off-line data, anywhere and anytime. The technician can manage jobs simply and easily from tablet and/or mobile phone, including starting navigation, taking photos, scanning barcodes and collecting the customer signature upon completion of the job. And Field Service also puts customer history and detailed information right at your fingertips.

Optimal planning

The planning assistant already goes a long way towards making resource planning as easy as it can be. At a glance, the planner can see which technician is the best choice based on the variables you configure. Resource Scheduling Optimization (RSO) goes one step further. RSO gives you automatic planning, plotting optimal travel routes, maximizing work hours and more, all configured to suit your needs. This means big wins for your field sales team, office staff, and most importantly, your customers.

Connected Field Service

Connected Field Service offers new capabilities for identifying and resolving system issues before your customer notices a thing. By connecting Internet of Things devices, you can control your equipment remotely and send the right technician to the right place with the right tools.


Field Service or Project Service?

Both packages are designed for scheduling manpower and time. Where the emphasis is on maintenance and repair work, we implement Field Service. It offers everything you need for all your tracking, routing, planning of SLAs, etc. Microsoft Dynamics 365 Project Service Weuse Microsoft Dynamics 365 Project Service for companies at which projects need to be scheduled over a longer period of time. In these companies, other issues matter, such as forming teams with multiple tasks, monitoring project progress and interim partial invoices along the way. But the two systems play very well together , because both packages integrate completely with Microsoft Dynamics 365, and both use the same schedule board. That gives you one schedule board where you can see everything.

The advantages of Dynamics 365 Field Service:

  • Increases employee productivity and customer satisfaction.
  • Integrates into your Dynamics 365 CRM environment.
  • Clear overview, optimal deployment of resources and knowledge.
  • Breathing room in the organization and optimal communication.

Why Microsoft

Field Service?

There are of course a number of different packages on the market, but the big strength of Microsoft Dynamics 365 Field Service is that it is fully integrated with your CRM system.