What is the Microsoft Dynamics 365 Field Service Implementation in Dynamics CRM?
Turn your service calls into a strategic benefit with Dynamics 365 Field Service. It provides everything you need - from optimized work order scheduling to prophetic maintenance
Dynamics 365 Field Service is meant for businesses who perform work on-site at a client's home or property. This can contain installation, scheduled or reoccurring maintenance, or responding to break/fix problems.
With Microsoft Dynamics 365 Field Service Implementation features like schedule optimization, asset management, and invoice processing, Field Service is an end-to-end solution that provides team members with access to what they require to get the job done completely, all through one single, easy-to-use platform.
Microsoft Dynamics 365 Field Service: How it works
The solution’s interactive schedule board provides a summary of resource availability and bookings. Dispatchers get an insight of all field technicians with schedules, either during a list insight or a map insight by hours, days, weeks, or months. This makes it so simple for dispatchers to reply to their customer requests and obtain the leading qualified technician for the work. The scheduling process also can be automated and optimized to dispatch the proper technician and derive the utmost value out of the resources.
360° View of the Customer
Achieve absolute organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.
Knowledge Management
Make decisive field service resources like product manuals, technical support documentation, training, and related videos gladly available to customer care representatives, partners, and field technicians.
Scheduling and Optimization
Automatically schedule and assign resources supported skills, location, required parts, and workload. Routes are optimized to satisfy SLAs and minimize drive times.
Asset and Equipment Management
Manage all equipment components for complete insight into warranty and repair agreements; total revenue and related costs; and audit history.
Work Order Management
Create work orders directly from a case, like a customer portal, email, or directly from your CRM and track against SLAs, entitlements, revenue, and related costs, and invoicing.
Customer and Partner Engagement
The platform provides visibility and insight through configurable sites tailored to customer or partner roles and extends the facility of your Dynamics 365 to deliver self-service options to reinforce the customer experience.
Service Contracts
CRM service contracts guide you to handle warranty and entitlement information organization-wide.
Analytics
Create with technicians and field agents in your mind easily, Dynamics 365 mobile capabilities leverage the built-in features of Android, iOS, and Windows.
Mobile
Create with technicians and field agents in your mind easily, Dynamics 365 mobile capabilities leverage the built-in features of Android, iOS, and Windows.
Inventory, Parts, and Logistics
Get real-time updates to make sure accurate inventory including the power to reorder directly from Dynamics 365.
Give your customers a reason to believe you by enhancing transparency. With Microsoft Field Management Software, you'll easily share quotes, contracts, and scheduling information to stay your customers informed and engaged throughout the method.