Dynamics 365
Field Service

Grow beyond the limits of your basic dispatching software. Dynamics 365 Field Service is an all-in-one business management solution that's easy to use and adapt, helping you connect your business and make smarter decisions.
FIELD SERVICE
Demos
Optimize and Accellerate Business Growth
Elevate supply chain management, optimize performance, streamline manufacturing and supply chain, and
harness the power of data to drive profit forward decisions and improve efficiency
with Dynamics 365 Supply Chain Management.
Proactive Maintenance
Track Customer Assets
Optimize Resource Scheduling (RSO)
Improve Customer Experience
Empower Field Technicians
Setup & Assign Resources
CONTRACT/ SERVICE AGREEMENT
Preventive Maintenance
Continue business with customers by having maintenance agreements. It's fast and easy with a preset schedule.
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Maintenance Schedule
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Continuous Revinue
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Maintain Customer Relationships
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Prevent Bigger Problems
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Create Agreement Templates
Improve Forecasting
Refine financial forecasts by modeling and analyzing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.
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Detect and Diagnose Problems More Efficiently
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Understand and Predict Peak Seasons
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Best Times to Hire, Train, and Expand
Reporting
Keep up to date and save time with saved reports. Create customized reports to track the information that's important for your business.

DISPATCH
Make Informed Decisions
Connect your business an stay organized with scheduling, dispatch tools, and time tracking to make sure you are getting the full 360 degrees view of your business.
Dispatch's Mobile Access
Get access to information on the go with a phone or tablet with the Dynamics 365 Field Service mobile application. Track where Technicians are in the field and update them if any new information comes to light.

Scheduling
Maximize employee's time with the advanced Scheduling tool. Assign what work orders they need to do and the dedicated time to do so all within an easy to use drag and drop tool. Stop double work and keep scheduling costs down.

Resource Management
This lets you keep track of what resources are available, keep track of what certifications each technician has to make sure you assign the right one to the right job. Lastly, keep information on what tools technicians have with them when in the field to know if they have what they need for the jobs assigned to them.

TECHNICIANS MOBILE ACCESS
Work Online or Offline
Technicians in the field may not always have internet connection but with Dynamics 365 field service they don't always need it. If the tech doesn't have an internet connection when changes are made the app will automatically sync to the server when the technician does get an internet connection. Administrators can set the app to sync when it launches, when information changes, or every few minutes.

Available Sections
Technicians in the field can access Dashboards, Accounts, Bookable resources, Contacts, Customer assets, Products, Agreements, Time off requests, Map, and Calendar.

Add-ons
REMOTE ASSIST
(Requires Microsoft HoloLens)
Modernize Field Service
Use Microsoft Dynamics 365 Remote Assist to connect and collaborate using hands-free video calling, mixed-reality annotations, and file sharing.

Remote Expert
Have an expert anywhere to help if needed, they can see what a technician see's and talk the technician through the next steps, without having to come out to the field. Cut down on wait time for the technician and customer with real-time inspections done through a video call.

Remote Visualization
Visualize and space new equipment on production floors and how it will integrate with other machines. Let customers see what products will look like and if they are the right fit before purchasing.

RESOURCE SCHEDULING OPTIMIZATION
Automated Scheduling
Automatically scheduling the majority of requirements saves time and empower dispatchers to focus on exceptions and billing. Dispatchers to manage more resources, enabling the business to scale.

Reduced Cost and Improve Efficiencies
Fitting more appointments into working hours drives revenue and reduces overtime costs. Matching work orders and technician skillsets reduce the cost of lost appointments.

Resource Scheduling Optimization
This add-on evaluates routes and automatically schedules bookable records to minimize travel time and maximize working hours and more.
