Microsoft Dynamics 365 for Field Service

Dynamics 365 for Field Service improve resource productivity and maximizes customer satisfaction with on-site installation, maintenance, break, and fixing service. It offers a wide range of solutions from the client perspective, majorly focusing on customer satisfaction by providing service on-site.

Features include managing complex service agreements, tracking assets and inventory, managing service orders, quickly identifying and dispatching resources, and gaining intelligence to provide predictive and preventive service and support to your organization.

Work order management

Generate work orders quickly and provide all the details you need to assign field officers to provide service at sites.

Schedule board and dispatch

Setting up multiple order schedules with a list or a chart view which helps you to devote resources to different job orders.

Resource management

Configure resource details that better suit the appropriate field agent, the position of the service location and the expertise needed.

Service locations and customer assets

Record information about your customer service locations and serviceable customer assets.

Preventative maintenance

Organize Service Agreements for customers that automatically generate recurring work orders to ensure equipment is appropriately maintained prior to issues occurring.

Inventory management

Seamless integration with D365 product catalog, it enables a user to manage inventory and track real-time inventory levels in the warehouse.

Customer billing

A work order can be converted into multiple invoices for customer billing.

Mobile app

Empower field techs quick and easy access with mobile apps for executing work faster and scheduling information of prospects and more.