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Manage your mobile workforce with Microsoft Dynamics 365 for Field Service

Microsoft Dynamics Field Service

Dynamics 365 Field Service deliver positive customer experiences—faster, Optimize resources and help technicians be more efficient and Reduce operational costs.

The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.

Microsoft Dynamics 365 Field Service provides complete field Service Management including: service agreements, predictive maintenance, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.

Microsoft Dynamics Field Service Roles

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 priorities 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 standardize processes and increase departmental efficiencies.
  • Dispatchers utilize 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.

Why Microsoft Dynamics 365 for Field Service?

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.

Engage your Customers


Build Customer Loyalty

  • Give your customers a reason to trust you by increasing transparency. With Microsoft Field Management Software, you can easily share quotes, contracts and scheduling information to keep your customers informed and engaged throughout the process.

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.

Proactive, not Reactive

  • With real-time technician tracking and automated text appointment reminders, you can provide customers with regular reminders, so they know what to expect and when to expect it.

Innovate your Process

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.

Microsoft Dynamics Field Service Mobile App

  • The Microsoft Dynamics Field Service Mobile Application provides Field Technicians with everything they need to reach a customer location and efficiently carry out the required job.
  • Field Technicians can work either online or offline via the app. Online mode requires an Internet connection, while offline mode does not.
  • The administrator can configure the app to either sync when it launches, when information changes, or every few minutes – providing technicians with access to real-time information whenever they’re online.
  • When in online mode, information continually syncs with the server so manual syncing is not required. When working offline, the information required can be downloaded to your device and you can continue to work offline even without an Internet connection.
  • Any information is saved directly onto your device and is then sent to the server when you’re next online.

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