Microsoft Dynamics 365 Field Service

Empower your field operations with seamless management and predictive maintenance for exceptional customer service and efficiency.

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Discover a CRM tailored to your field services needs

Microsoft Dynamics 365 Field Service is best suited for businesses that deploy engineers to carry out work at a customer’s home or premises. Examples can include installations, maintenance work, responding to break/fix issues, etc. 

The end-to-end workforce management software helps organisations resolve service issues before they occur, optimise scheduling capabilities, ensure field service technicians have access to the right information wherever they are, and more. 

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 issue resolution 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.

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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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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.

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.

 

What some of our clients say...

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