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Dynamics 365 for Field Service

Microsoft Dynamics 365 for Field Service

For organizations providing field-based services to their clients, Dynamics 365 Field Service helps maximize customer satisfaction and improve resource productivity for on-site installation, maintenance, and break/fix services.

Dynamics 365 Field Service is an end-to-end solution that can help your organization manage complex service agreements, track assets and inventory, manage service orders, quickly identify and dispatch resources, and gain the intelligence needed to provide predictive and preventive service and support.

Microsoft Dynamics 365 Field Service Features

Microsoft Dynamics 365 Field Service provides a complete field service management solution, including:

Service agreements

capture customer information, SLAs, and recurring preventive maintenance schedules to ensure accurate service delivery

Asset management

manage and control customer service location and asset information to maintain a 360-degree view of service considerations and history

Inventory management

manage service inventory, set re-order points, and track stock down to the truck level to drive efficiencies and response times

Work orders

quickly generate work orders to dispatch field personnel to service locations

Scheduling and dispatch

manage individuals, teams, and assets with a flexible drag-and-drop graphical schedule board and a shared resource pool with Dynamics 365 PSA

Resource schedule optimization

optimize your service scheduling activities with intelligent scheduling, resource skills matching, automated routing, and step-by-step travel directions

Preventive maintenance

automatically generate recurring work orders to ensure that customer assets are properly maintained before issues occur

Customer billing

quickly turn completed work orders into customer invoices for billing your chargeable work

Mobile apps

provide technicians and field resources with real-time access to information and processes across all devices and platforms, with both online and offline modes

Integrated communications

ensure real-time communication and collaboration between customer service, dispatch, field agents, and customers via integration with Office 365 tools like Skype for Business

Service intelligence

leverage big data, IoT, machine learning, and embedded analytics to gain real-time visibility and predictive insights

More information: Watch a short video (2:21) on field service capabilities

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