Microsoft Dynamics 365 for Field Service
Microsoft Dynamics 365 for Field Service is a complete field service management software that includes service locations, service agreements, customer assets, predictive maintenance, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.
Field service management is about more than just having the right tools for the job no matter where you are. It’s about being able to connect with your most important asset, your customers. With Dynamics 365 and field service management solutions, you can create a customer service story that spans multiple channels, maximizes your employees’ efficiency, and exceeds customer expectations.
Key Features
- 360° View of the Customer
Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.
- Customer and Partner Engagement
Portals provide visibility and insight through configurable web pages tailored to customer or partner roles and extend the power of your Dynamics 365 to deliver self-service options to enhance the customer experience.
- Work Order Management
Create work orders directly from a case, customer portal, email, or directly from your CRM and track against SLAs, entitlements, revenue and related costs, and invoicing.
- Service Contracts
CRM service contracts help you maintain warranty and entitlement information organization-wide.
- Scheduling and Optimization
Automatically schedule and assign resources based on skills, location, required parts, and work load. Routes are optimized to meet SLAs and minimize drive times.
- Asset and Equipment Management
Manage all equipment components for complete visibility into warranty and service agreements; total revenue and related costs; and audit history.
- Knowledge Management
Make crucial field service resources such as product manuals, technical support documentation, training, and related videos readily available to customer care representatives, partners, and field technicians.
- Mobile
Built with technicians and field agents in mind, Dynamics 365 mobile capabilities leverage the built-in features of Android, iOS, and Windows.
- Inventory, Parts and Logistics
Get real-time updates to ensure accurate inventory including the ability to reorder directly from Dynamics 365.
- Analytics
With one central repository of information, key analytics and KPIs are at your fingertips for proactive decision making.
