Microsoft Dynamics 365 Field Service

Empower your field operations and resources with D365 Field Service for exceptional customer service.

Worker in field fixing cables organized and managed using Dynamics 365 Field Service

Discover a Tailored Field Service CRM

Microsoft Dynamics 365 Field Service is an advanced solution designed to optimise and streamline field service operations, ensuring efficient scheduling, resource allocation, and enhanced customer experiences.

Pragmatiq are experts in the Dynamics 365 Space focusing on providing organisations with solutions that are tailored to fit around unique workflows and processes.

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Key benefits of Dynamics 365 Field Service

Enhanced Customer Experience

Dynamics 365 Field Service ensures timely service updates and scheduling, fostering customer satisfaction and loyalty.

Optimised Scheduling and Dispatching

Efficiently allocate resources based on location, skills, and urgency, minimising travel time and maximising resource utilisation.

Increased Technician Productivity

Empower technicians with mobile access, knowledge sharing, and remote troubleshooting capabilities for faster resolutions and improved service delivery.

Predictive Maintenance

Utilise IoT and predictive analytics to proactively maintain equipment, reducing downtime and maintenance costs while enhancing asset reliability.

Streamlined Inventory Management

Manage inventory levels, track stock movements, and automate replenishment processes to ensure technicians have the right parts available, minimising delays.

Insightful Analytics

Gain insights into field service operations with advanced analytics, enabling data-driven decisions to optimise processes and improve performance.

Seamless Integration

Integrate with other Microsoft applications for end-to-end visibility and collaboration across sales, service, finance, and operations, enhancing organisational efficiency and connectivity.

Compliance and Safety

Ensure regulatory compliance and safety by automating safety checklists, tracking certifications, and monitoring work conditions in real-time, fostering a secure work environment.

Dynamics 365 Field Service Features

Interactive Scheduling Board: Effortlessly assign skilled technicians and track job progress efficiently.
Record keeping: Track warranties, terms and conditions, billing rates, materials, expiration dates, and more
Automation: Streamline work order creation and dispatch, ensuring technicians have all necessary job details.
Real-time Updates: Instantly update routes, directions, and work orders to ensure punctual appointments.
View Customer History: Access comprehensive customer history to enhance job completion efficiency.
Portals: Enable customers to autonomously track service activities and schedule appointments.
Inventory Management: Manage inventory levels in real-time for optimal stock control.
Mobile App: Gather field data seamlessly, including work updates and payment information.

What some of our clients say...

“We would highly recommend Pragmatiq, with their extensive knowledge, professional approach and continued guidance and support received throughout the initial project, as well as with further system integrations and development.”

Abi Smith Group Process Support Manager at Rigour Survey

“I have found Pragmatiq to be professional, innovative, focused and aligned to our requirements, for this I thank them for a job very well done.”

George Davies Company Director at George Davies Turf Ltd

“It is an amazing tool that streamlines all our processes and we are honestly over the moon with what Pragmatiq have created for us!”

Emma Walker Director at iOTA Office Furniture

“Before partnering with Pragmatiq, our organisation was previously working with a healthcare platform that did not meet our needs. Pragmatiq worked closely with us to understand our needs and implemented a solution that is tailored to our unique processes. We have seen improvements across various areas in the organisation as a result, but crucially, this system has streamlined our referral process. We have found Pragmatiq easy to work with and are really pleased with our system, so would be happy to recommend them to other organisations.”

Jane Boland Head of James’ Place Liverpool and Clinical Lead

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Who is Field Service Software for?

Microsoft Dynamics 365 Field Service is best-suited for service-based organisation whose focus is to deliver on-site services, such as installations or repair. For example:

Equipment Maintenance: A manager uses Dynamics 365 to organise, schedule, and deliver maintenance or repair services, such as kitchen appliances, alarm systems, or boilers.
Utilities: A telecoms or fibre optic company can leverage Dynamics 365 Field Service to reduce outages, by dispatching technicians to respond to challenges when they arise.
Manufacturing: An office equipment manufacturer can use Dynamics 365 Field Service to manage maintenance plans and services.
Health & Social Care: An in-home care provider can use Dynamics 365 Field Service to appoint, schedule and dispatch workers where needed to provide care, administer medicine, or assess patients changing needs.

Ready to get started with D365 for Field Service?

Speak to one of our experts to find out how we can support your CRM journey with Microsoft Dynamics 365!

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Copilot in Dynamics 365 Field Service

Copilot in Dynamics 365 Field Service brings the power of AI directly to employees. From supporting with work orders, to assisting technicians on a job, Copilot will ultimately help to streamline tasks and save you time.

Speed up service delivery: Streamline the creation of work orders directly within Outlook. If a manager receives a service request or a question via email, Copilot can assist without even needing to switch applications. Copilot autopopulates relevant data, and then once saved, automatically syncs to Dynamics 365 Field Service.
Refreshed mobile experience: Copilot is embedded into the D365 Field Service mobile app, helping technicians access information on the go.
Redesigned work order management: A simplified web experience allows users to access data quickly, view information about the work order, and understand relevant next steps. Copilot provides intelligent recaps to save users time, without needing to read through the entire work order.