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Dynamics 365 Field Service

Dynamics 365 for Field Services optimize your field operations with built-in intelligence, remote monitoring. It helps organizations deliver onsite service to customer locations.

 

Overview

Dynamics 365 for Field Service business application combines workflow automation, scheduling algorithms and mobility to set mobile workers up for success when they're onsite with customers fixing issues

Capabilities
  • Work orders - To define the service work needed primarily (but not exclusively) at customer locations.
  • Scheduling and dispatch tools - To manage resources and equipment needed for customer service, visualize onsite appointments, and optimize service schedules with efficient routing and resource skill matching.
  • Communication tools - To enhance collaboration between customer service agents, dispatchers, field technicians, customers, and other stakeholders.
  • Easy-to-use mobile application - It guides technicians through schedule changes and service work.
  • Asset management - Capabilities to keep track of customer equipment and service history.
  • Preventive maintenance By automatically generating recurring maintenance appointments for equipment.
  • Inventory, purchasing, and returns capabilities - To manage truck stock, purchase order requests and fulfillment, and product returns.
  • Billing capabilities - To generate invoices based on products and services delivered to customers.
  • Time tracking - To help you track how resources are spending their time, whether they're traveling, on break, or working.
  • Analytics for reporting - Represents key performance indicators for managing work orders, scheduling activities, and interacting with customers.
  • More proactive and efficient -

    Detect, diagnose, and solve problems with IoT and predictive technology before customers realize there’s an issue..

    Automatically create and schedule work orders, dispatch technicians with the right skill sets and equipment and enable them to access customer information from their mobile devices.

    Go from scheduled services to just-in-time predictive maintenance; repair, clean, and replace parts only when needed.

  • Optimize your resources -

    Automate scheduling to fit in more appointments per day and match specialists with customer demand for specific skills, priority, location and estimated appointment duration.

    Empower dispatchers to manage resource assignments across multiple work orders using an interactive, drag-and-drop schedule board.

    Streamline stock management and improve first-time fix rates by synchronising and tracking stock down to the truck level with real-time visibility.

  • Streamline your technician’s workflow -

    Ensure on-time appointments by giving technicians real-time data on their mobile devices including best routes, turn-by-turn directions and work order details.

    Provide more personalized service by giving technicians a 360-degree view of customer preferences and history.

    Complete service visits regardless of limited mobile reception or internet access with fully featured offline modes, geo - fencing and push notifications.

    Boost onsite efficiency and improve data accuracy with field service capabilities that allow technicians in the field to update work order details in real time.

    Easily access work orders and provide technicians a way to view their assignments from any platform or location by seamlessly integrating data and collaboration tools.

  • Create effortless service experiences -

    Build customer trust with a more transparent customer service experience that seamlessly shares quotes, contracts, and scheduling information.

    Empower customers with an interface that makes it easy for them to self-schedule appointments and keep track of service activities.

    Communicate proactively by providing your customers with real-time technician location tracking and automated voice and text appointment reminders

    See things from the customer’s perspective by sending personalized surveys immediately after service calls with Microsoft Forms Pro-included with Dynamics 365 for Field Service.

  • Revolutionize field service with mixed reality -

    Empower technicians with state-of-the-art technology such as mixed reality video calling, annotations and file sharing-allowing them to solve problems correctly the first time.

    Solve complex problems faster with Dynamics 365 Remote Assist on HoloLens devices. Technicians stay heads-up and hands-free while sharing what they see with remote experts.

Try & Buy

Trial 30 Days Free
All trials are all modules, multiple users.
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Additional Users & Functionality

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Packaged Services from MTC

Implementation Services
Total end-to-end services are available at a cart hourly, weekly, or assured fixed package.
Data migration   $60.00
Project Management $700.00      
Training
Go-Live Support
Customization
Support services
Solution support
Emergency Support
All Implementation Services
Click here to View - MTC CRM Managed Solution End User License Agreement (EULA)

MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to salesteam