Field Service

Dynamics 365 Field Service is a powerful application that helps organizations deliver onsite service to customer locations. It combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues. It is a vital tool to streamline operations and improves customer satisfaction in many key industries such as utilities, healthcare, equipment maintenance etc.

Dynamics 365 Field Service Capabilities
  • Work Order Management: Defines the service work needed, primarily at customer locations, ensuring efficient tracking and resolution of issues.
  • Scheduling and Dispatch: Manages resources and equipment needed for customer service, visualizes onsite appointments, and optimizes service schedules with efficient routing and resource skill matching.
  • Communication Tools: Enhances collaboration between customer service agents, dispatchers, field technicians, customers, and other stakeholders.
  • Mobile Application: Provides an easy-to-use mobile app that guides technicians through schedule changes and service work.
  • Asset Management: Keeps track of customer equipment and service history, ensuring accurate and timely maintenance.
  • Preventive Maintenance: Automatically generates recurring maintenance appointments for equipment to avoid downtime.
  • Inventory, Purchasing, and Returns: Manages truck stock, purchase order requests and fulfillment, and product returns.
  • Billing: Generates invoices based on products and services delivered to customers.
  • Time Tracking: Helps track how resources are spending their time, whether they’re traveling, on break, or working.

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