Dynamics 365 Field Service

Dynamics 365 Field Service provides organizations with the tools necessary to deliver onsite services to their customers and manage their mobile workforce. With tools that help create work orders, schedule and dispatch technicians, execute on work orders, asset management and servicing, inventory, and billing, Dynamics 365 Field Service helps equip technicians with what they need to increase first-time fix rates.

Dynamics 365 Field Service enables you/your organisation to:

• Improve first-time fix rate
• Complete more service calls / technician / week
• Manage follow-up work and take advantage of upsell and cross sell opportunities
• Reduce travel time, mileage, and vehicle wear and tear
• Organize and track resolution of customer issues
• Communicate an accurate arrival time to customers
• Provide accurate account and equipment history to the field technician
• Keep customers updated with the status of their service call and when it’s resolved
• Schedule onsite visits when it’s convenient for the customer
• Avoid equipment downtime through preventative maintenance

Dynamics 365 Field Service capabilities includes:

• Work order Management to define the service work needed primarily (but not exclusively) at customer locations.
• Scheduling and dispatch tools to manage resources and equipment needed for customer service, visualize onsite appointments, and optimize service schedules with efficient routing and resource skill matching.
• Communication tools to enhance collaboration between customer service agents, dispatchers, field technicians, customers, and other stakeholders.
• An easy-to-use mobile application that guides technicians through schedule changes and service work.
• Asset management capabilities to keep track of customer equipment and service history.
• Preventive maintenance by automatically generating recurring maintenance appointments for equipment.
• Inventory, purchasing, and returns capabilities to manage truck stock, purchase order requests and fulfillment, and product returns.
• Billing capabilities to generate invoices based on products and services delivered to customers.
• Time tracking to help you track how resources are spending their time, whether they’re traveling, on break, or working.
• Analytics for reporting on key performance indicators for managing work orders, scheduling activities, and interacting with customers.

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