Field Service Automation

Turn service calls into a strategic advantage with Microsoft Dynamics 365 for Field Service. It provides everything you need - from optimized work order scheduling to predictive maintenance.

What is Field Service?

The Field Service app for Dynamics 365 handles processes for work that is carried out at a customer’s premises or home.

This includes installation, scheduling or recurring maintenance, responding to break / fix issues and returns.

An end to end service built on Microsoft Dynamics, Field Service capabilities include optimising schedules, equipping a mobile workforce, managing assets and processing orders and invoices.

Dynamics 365 Field Service tools match the right person with the right skills to the right job at the right time, with the right equipment.

Who is Field Service For?

Any service based organisation that has a focus on delivering on-site installations and break / fix repair will benefit from Dynamics 365 Field Service.

The challenge for these businesses is to improve the productivity of field based teams while also increasing customer satisfaction.

Dynamics 365 has the capabilities that enable field service firms to digitally transform their operations creating both happy clients and profitable processes.

Why Dynamics 365?

Manage Service Agreements

Easily manage all service agreements, including recurring service visits, contracts, installed products, and warranties across customers and locations.

Fit In More Appointments

Leverage native tools that will help your team schedule field service appointments and dispatch the right resources. 

Field Service helps service dispatchers and representatives schedule and fulfil more appointments with first-time resolutions.

Equips Field Service Teams

Give your engineers and technicians the on-site assistance they need to provide great field service with mobile apps for iOS, Android, and Windows.

Get real-time customer information, knowledge help and complete work orders including remote bar code scanning and signature collection capabilities.

Inventory Management

Give your team everything it needs to manage your inventory across locations.

Real-time updates ensure that inventories are accurate, so you can better track your service stock and send the right people with the right parts.

Clear communications

Utilise the Dynamics 365 customer portal with Twilio and Glympse API’s to give clients a complete view of their cases, send text updates, and even provide a live map of their technician en-route.

Connected Devices

Lower costs by dispatching technicians only when they’re needed. 

Field service management tools connect with Internet of Things (IoT) enabled equipment sensors to detect, troubleshoot, and resolve issues remotely. 

Connected devices enable problems to be identified and solved before customers even know about them!

Licensing Field Service

Dynamics 365 Field Service is available as an individual app and is also included with each Enterprise Edition Plan.

Do even more with Field Service using add-in applications from AppSource. Or, quickly create your own bespoke automated workflows to extend capabilities across other connected apps and services.

Get Started with Field Service

Contact Preact to arrange a demonstration of Dynamics 365 for Field Service and discuss how you can get started.

RELATED: Walk-Through Tour of Microsoft Dynamics 365 for Field Service