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Microsoft Dynamics 365 Field Service

Thanks to features like inventory management, planning, onsite information and customer communication, your organization can use Dynamics 365 Field Service to plan, manage, coordinate and optimize your field service operations.

Dynamics 365 Field Service in brief

Field Service is an app in the ERP and CRM platform Microsoft Dynamics 365. This versatile software interlinks your operations department, your field service and your customers. By optimizing and automating field service processes of every kind, you enjoy benefits like smart planning, improved customer satisfaction with faster response times, costs savings with preventive maintenance, and real-time tracking of both technicians and equipment.

What all can you do with Field Service?

Field Service (FS) offers solutions in areas such as the following:

Planning and dispatch

Extensive FS planning options let managers and dispatchers assign the right technicians to the right tasks based on their expertise, availability and location – in an automated or semi-automated manner. You can use the dispatch function to track and manage the day-to-day work of field service technicians. This includes (re)assigning tasks in real time, changing routes and tracking task progress.

Inventory management

The inventory management function allows you to manage your inventory and track your equipment and parts. You can see the location and availability of all items, have orders generated automatically when an item falls below a certain minimum threshold, and gain detailed insights into the use of parts and equipment.

Contract and warranty management

Field Service provides you with a simple, uniform and effective way to keep track of and manage all your service level agreements, warranties and other contracts.

Information for field service employees

Thanks to a mobile app, onsite technicians and other employees always have access to the information they need, including customer data, routes and tasks.

Customer communication

Communication with your customers is also part of FS. For instance, the software can send your customers automatic reminders and real-time updates. A self-service portal allows your customers to schedule service appointments themselves. Once the service is complete, the system can automatically ask your customer for feedback.

Knowledge base

A centralized knowledge base is your repository for manuals, FAQs, best practices and other sources of information. Employees can consult this knowledge base using an online portal or the mobile app for quick answers to frequently asked questions and other issues. Solving problems faster boosts both your customer satisfaction and your efficiency.

Microsoft Dynamics 365 Field Service features

The benefits of Dynamics 365 Field Service

The main benefits of Dynamics 365 Field Service are:

A single integrated solution for all field service processes
Numerous options for smart optimizations and automation
Give your efficiency and your customer satisfaction a boost.
Cost-saving measures like preventive maintenance and proactive troubleshooting
Track technicians, equipment and task in real time.
Seamless integration with Microsoft and other software

A future-proof field service solution

Microsoft Dynamics 365 Field Service is a future-proof solution for managing your field service. Thanks to its scalable architecture, it grows along with your organization’s needs. What’s more, it works seamlessly with other Microsoft solutions, like Dynamics 365 components, Power Platform and Power BI. APIs let you integrate it with third-party applications. This SaaS solution features advanced technologies like the Internet of Things (IoT) and AI. Plus, Microsoft’s continuous updates mean you always have the latest innovations at your fingertips.

Microsoft Dynamics 365 Field Service: FAQ

What is the role of IoT in Dynamics 365 Field Service?

IoT improves efficiency and customer service for your field service with benefits like preventive maintenance, detailed information on issues before arrival onsite, and valuable insights into both equipment performance and use. With Dynamics 365 Field Service, you can integrate all your IoT field service equipment into the platform.

How does Field Service contribute to customer satisfaction?

Along with apps like Sales, Marketing and Customer Service, Field Service is a powerful tool for improving customer satisfaction. With benefits such as better planning, automated notifications and preventive maintenance, your customers enjoy faster response times, higher quality of service and less downtime. All of that, in turn, boosts both your customer satisfaction and your customer engagement.