Microsoft Dynamics 365 for Field Service

For field service providers it is becoming increasingly important to drive productivity, control margin and win customer share to boost the bottom line


Dynamics 365 for Field Service enables you to:

  • Get the most out of time spent working
  • Move from being reactive to proactive
  • Explore new lines of business through service offerings

How can Dynamics 365 help maintain service agreements?

Improve service forecasting – track warranties against assets, provide visibility into terms and expiration dates.

Achieve billing accuracy – ensure that service and billing conform to warranty requirements. Classify assets and track location, repair history, and maintenance schedules.

Manage service level agreements – manage terms, conditions, and automated renewals of contracts and SLAs.

Route planning

How can Dynamics 365 help with scheduling and dispatch?

Achieve balanced workloads – identify and organise available resources by category to intelligently balance workloads and resources.

Match skill sets – assign the best technician against the requirements of the work order.

Optimise schedules – decrease driving time between work by creating a schedule with geography, customer preference, availability, and SLAs in mind.

How can Dynamics 365 for Field Service improve inventory management?

Reduce right-offs – accurately track service stock at mobile and fixed locations. Manage updates and stock history for any location including updating truck/van stock.

Access inventory remotely – provide mobile access to inventory and parts information.

Streamline parts management – manage inventory information for part transactions like requests, return material authorisations, stock adjustments or transfers.

Trends in field service management and why it’s important | Dynamics 365 for Field Service

What is Connected Field Service and how can it help?

Detect, troubleshoot, and resolve issues remotely – before the customer knows of an issue and dispatch a technician only when necessary via anomaly detection with inbuilt IoT technology.

Move to predictive maintenance – repair, clean, or replace parts when needed instead of on a preventative maintenance schedule.

Automate work order creation –  when self-healing steps don’t resolve the problem, automatically dispatch the best technician.

Download: Factsheet Microsoft Dynamics 365 for Field Service

Microsoft Dynamics 365 for Field Service delivers intelligent, world class field service, including scheduling, mobility and resource optimisation while maximising efficiency and minimising costs.

  • Move from a costly break-fix model to a proactive and predictive service
  • Connect interactions and provide a consistent customer experience
  • With remote monitoring and self-healing operators can decrease repair appointments

More questions on Dynamics 365

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