Microsoft Dynamics 365 Field Service

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

Below are some examples of where certain industries might utilise Microsoft Field Service to digitally transform their operations to create happier clients and more profitable processes:

Microsoft Field Service Management Software isn’t just for your Field Service Technicians; it’s designed to provide tools and increase efficiencies across key roles in the entire service team:

• Customer Service will typically use the desktop application to prioritise different requests so that work orders and on-site visits can be created from cases.
• Service Managers will use the software to oversee service delivery and track performance metrics over time. This top-level view will also provide them with opportunities to standardise processes and increase departmental efficiencies.
• Dispatchers utilise Microsoft Field Service Management Software to review incoming orders so that they can be scheduled for the appropriate resource with universal resource scheduling.
• Field Technicians use the mobile application to keep on top of the work orders that have been assigned to them, either using a smartphone or tablet which they can take with them while they carry out work orders and repairs on-site.
• Inventory Managers use the software to ensure technicians out in the field have everything they need to complete their visits. They also deal with any product returns and the procurement of new inventory.

Automated Scheduling and Work Order Creation

Fit in more appointments each day with the help of automated resource scheduling. Quickly assign the technician with the right skills and in the best location to carry out the job. The system will also take care of automatically creating, scheduling and dispatching work orders.

Empower your Field Service Teams

Power-up your technicians by providing them with access to real-time customer information and history via the mobile app. Online and offline mode also mean details can be captured, updated and synced automatically.

Keep to Schedule

Keep technicians on time with best route, turn-by-turn directions, and work order details that can be updated in real-time on any device.

Manage Service Agreements

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

Connected Devices

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 and lower costs by dispatching technicians only when they’re needed.

Adapt quickly

No coding knowledge required! With visual editors and tools, quickly build and deploy web and mobile apps suited to your business.